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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.
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USD/KRW
USD/KRW Research
Cross-firm research focused on USD/KRW — consensus, dispersion, and the gap to spot. Every piece links back to the underlying firm reports.
- ·USD/KRW·4 min read·-3.65% gap
USD/KRW Consensus Check: 1380 Median, 180-Point Spread — Week of Oct 17, 2026
Spot USD/KRW at 1329.6 sits 3.65% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion signalling genuine regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-3.17% gap
USD/KRW Consensus Check: Spot at 1336 vs 1380 Median, Week of Oct 16 2026
USD/KRW spot sits 3.17% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion separating Citi's 1460 from StanChart's 1280.
usdkrw bokRead → - ·USD/KRW·5 min read·-2.59% gap4 reads
USD/KRW Consensus Check: 1380 Target, 180-Point Spread — Week of Oct 15, 2026
Spot USD/KRW at 1344.24 sits 2.59% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion signalling genuine regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-3.12% gap3 reads
USD/KRW Consensus Check: Spot at 1336 vs 1380 Target, Week of Oct 14 2026
USD/KRW spot at 1336.88 sits 3.12% below the 17-firm Dec-26 consensus of 1380, with a 180-point dispersion signalling deep regime disagreement.
usdkrw bokRead → - ·USD/KRW·4 min read·-2.88% gap5 reads
USD/KRW Consensus Check: 1340 Spot, 1380 Target — Week of Oct 13, 2026
USD/KRW trades at 1340.27, roughly 2.88% below the 17-firm Dec-26 median of 1380 — consensus is bullish on the pair with a 180-point spread from floor to ceiling.
usdkrw bokRead → - ·USD/KRW·5 min read·-3.20% gap5 reads
USD/KRW Consensus Check: Spot at 1335 vs 1380 Median Target, Week of Oct 12 2026
Spot USD/KRW at 1335.78 sits 3.2% below the 17-firm Dec-26 median of 1380, with a 180-point spread separating the most and least bearish desks.
usdkrw bokRead → - ·USD/KRW·5 min read·-2.81% gap7 reads
USD/KRW Consensus Check: Spot at 1341 vs 1380 Median — Week of October 11, 2026
USD/KRW spot at 1341.21 sits 2.81% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion signalling meaningful regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-2.83% gap85 reads
USD/KRW: Consensus Targets 1380 by Dec-26, But Citi Holds at 1460
Spot USD/KRW at 1340.9 sits 2.83% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion signalling genuine regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-2.83% gap5 reads
USD/KRW Consensus Check: Spot at 1340.9, Median Target 1380 — Week of Oct 10, 2026
USD/KRW spot sits 2.83% below the 17-firm median Dec-26 target of 1380, with a 180-point dispersion signalling meaningful regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-2.90% gap1 reads
USD/KRW Consensus Check: 1380 Target, 180-Point Spread — Week of Oct 9, 2026
Spot USD/KRW at 1340.02 sits 2.9% below the 17-firm Dec-26 median of 1380, with a 180-point spread signalling meaningful regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-2.55% gap3 reads
USD/KRW Consensus Check: 1344.78 Spot vs 1380 Target, Week of Oct 8 2026
Spot USD/KRW at 1344.78 sits 2.55% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion signalling meaningful regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-2.95% gap4 reads
USD/KRW Consensus Check: 1380 Target, 180-Point Spread — Week of October 7, 2026
Spot USD/KRW at 1339.28 sits 2.95% below the 17-firm median Dec-26 target of 1380, with a 180-point dispersion signalling deep regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-3.05% gap5 reads
USD/KRW Consensus Check: Spot at 1337.94, Median Target 1380 — Week of October 6, 2026
USD/KRW trades 3.05% below the 17-firm median Dec-26 target of 1380, with a 180-point dispersion range signalling unusually wide regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-2.67% gap6 reads
USD/KRW Consensus Check: 1380 Target, 180-Point Spread — Week of Oct 5, 2026
Spot USD/KRW at 1343.14 sits 2.67% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion signalling meaningful regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-2.25% gap4 reads
USD/KRW Consensus Check: 1380 Target, 180-Point Spread — Week of Oct 2, 2026
Spot USD/KRW at 1348.92 sits 2.25% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion signalling deep regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-1.10% gap2 reads
USD/KRW Consensus Check: 1364 Spot vs 1380 Target, Week of Oct 1 2026
USD/KRW trades at 1364.83, roughly 1.1% below the 17-firm Dec-26 consensus of 1380, with a 180-point dispersion signalling deep regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-1.76% gap2 reads
USD/KRW Consensus Check: 1380 Target, 180-Point Spread — Week of September 30, 2026
Spot USD/KRW at 1355.74 sits 1.76% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion signalling deep regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-1.46% gap3 reads
USD/KRW Consensus Check: Spot at 1359.8, Median Target 1380 — Week of September 28, 2026
USD/KRW spot sits 1.46% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion signalling deep regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-1.81% gap4 reads
USD/KRW Consensus Check: Spot at 1355 vs 1380 Median, Week of Sep 27, 2026
USD/KRW spot sits 1.81% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion signalling deep disagreement on the KRW path.
usdkrw bokRead → - ·USD/KRW·5 min read·-1.86% gap3 reads
USD/KRW Consensus Check: Spot at 1354 vs 1380 Median, Week of September 26, 2026
USD/KRW spot sits 1.86% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion signalling meaningful regime disagreement across desks.
usdkrw bokRead → - ·USD/KRW·5 min read·-1.47% gap4 reads
USD/KRW Consensus Check: Spot at 1359 vs 1380 Median, Week of September 25, 2026
USD/KRW spot sits 1.47% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion signalling deep disagreement on the won's path.
usdkrw bokRead → - ·USD/KRW·5 min read·-1.02% gap3 reads
USD/KRW Consensus Check: 1380 Median, 180-Point Spread — Week of September 23, 2026
Spot USD/KRW at 1365.96 sits 1.02% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion signalling deep disagreement on the BoK-Fed path and China demand.
usdkrw bokRead → - ·USD/KRW·4 min read·-0.38% gap4 reads
USD/KRW Consensus Check: 1374 Spot, 1380 Target, Week of Sept 21 2026
Spot at 1374.72 sits just 0.38% below the 17-firm Dec-26 median of 1380, masking a 180-point spread from StanChart's 1280 to Citi's 1460.
usdkrw bokRead → - ·USD/KRW·5 min read·+0.36% gap4 reads
USD/KRW Consensus Check: 1385 Spot, 1380 Target, Week of Sept 20 2026
Spot USD/KRW at 1385 sits just 0.36% above the 17-firm Dec-26 consensus of 1380, masking a 180-point dispersion that reflects sharply divergent BoK and Fed path assumptions.
usdkrw bokRead → - ·USD/KRW·5 min read·+0.36% gap6 reads
USD/KRW Consensus Check: 1385 Spot, 1380 Target, Week of Sept 19 2026
Spot USD/KRW at 1385 sits just 0.36% above the 17-firm Dec-26 median of 1380, masking a 180-point dispersion that signals deep regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·+0.59% gap10 reads
USD/KRW Consensus Check: 1388 Spot vs 1380 Target, Week of Sep 18 2026
USD/KRW trades at 1388.19, just 0.59% above the 17-firm Dec-26 median of 1380, but a 180-point spread between Citi and StanChart signals deep regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·+0.25% gap2 reads
USD/KRW Consensus Check: 1383.5 Spot, 1380 Target — Week of Sep 17, 2026
Spot USD/KRW at 1383.5 sits just 0.25% above the 17-firm Dec-26 median of 1380, masking a 180-point spread from StanChart's 1280 to Citi's 1460.
usdkrw bokRead → - ·USD/KRW·5 min read·-0.90% gap9 reads
USD/KRW Consensus Check: 1380 Target, 180-Point Spread — Week of Sep 16, 2026
Spot USD/KRW at 1367.62 sits 0.90% below a 17-firm median Dec-26 target of 1380, masking a 180-point dispersion that reflects sharply divergent BoK-Fed and China-beta assumptions.
usdkrw bokRead → - ·USD/KRW·5 min read·-1.28% gap5 reads
USD/KRW Consensus Check: Spot at 1362 vs 1380 Median, Week of Sep 15 2026
Spot USD/KRW at 1362.34 sits 1.28% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion signalling deep regime disagreement.
usdkrw bokRead → - ·USD/KRW·4 min read·-2.47% gap5 reads
USD/KRW Consensus Check: Spot at 1345.96, Week of Sep 14 2026
Spot USD/KRW at 1345.96 sits 2.47% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion signalling meaningful regime disagreement.
usdkrw bokRead → - ·USD/KRW·4 min read·-2.82% gap6 reads
USD/KRW Consensus Check: Spot at 1341 vs 1380 Median, Week of September 12, 2026
Spot USD/KRW at 1341.05 sits 2.82% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion signalling deep regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-2.83% gap5 reads
USD/KRW Consensus Check: 1340 Spot vs 1380 Target, Week of Sep 11 2026
Spot USD/KRW at 1340.88 sits 2.83% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion signalling deep regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-2.50% gap5 reads
USD/KRW Consensus Check: Spot at 1345 vs 1380 Median, Week of Sep 10 2026
Spot USD/KRW at 1345.48 sits 2.5% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion signalling deep regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-3.05% gap3 reads
USD/KRW Consensus: 1380 Target, 180-Point Spread — Week of September 9, 2026
Spot USD/KRW at 1337.91 sits 3.05% below the 17-firm Dec-26 median of 1380, with a 180-point dispersion signalling deep regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-2.81% gap5 reads
USD/KRW Consensus Check: 1380 Target, 180-Point Spread — Week of September 8, 2026
Spot USD/KRW at 1341.18 sits 2.81% below the 17-firm Dec-26 median of 1380, with a 180-point range signalling deep disagreement on the BoK-Fed divergence trade.
usdkrw bokRead → - ·USD/KRW·5 min read·-2.49% gap4 reads
USD/KRW Consensus Check: Spot at 1345.7, Dec-26 Target 1380 — Week of September 6, 2026
USD/KRW spot sits 2.49% below the 18-firm Dec-26 consensus of 1380, with a 180-point dispersion signalling meaningful regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-2.09% gap7 reads
USD/KRW Consensus Check: Spot at 1351 vs 1380 Median Target, Week of September 5, 2026
Spot USD/KRW at 1351.1 sits 2.09% below the 18-firm Dec-26 median of 1380, with a 180-point dispersion signalling deep disagreement on the won's trajectory.
usdkrw bokRead → - ·USD/KRW·5 min read·-2.05% gap7 reads
USD/KRW Consensus Check: 1380 Target, 180-Point Spread — Week of September 4, 2026
Spot USD/KRW at 1351.67 sits 2.05% below the 18-firm Dec-26 median of 1380, with a 180-point dispersion signalling deep regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-1.56% gap6 reads
USD/KRW Consensus Check: 1358 Spot vs 1380 Target, Week of September 3, 2026
USD/KRW spot at 1358.46 sits 1.56% below the 18-firm Dec-26 median of 1380, with a 180-point dispersion signalling deep regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-1.55% gap5 reads
USD/KRW Consensus Check: 1358 Spot vs 1380 Target, Week of September 2, 2026
USD/KRW trades at 1358.66, roughly 1.55% below the 18-firm Dec-26 median of 1380, with a 180-point spread separating the most and least bearish desks.
usdkrw bokRead → - ·USD/KRW·4 min read·-0.43% gap1 reads
USD/KRW Consensus Check: 1374 Spot, 1380 Target — Week of September 1, 2026
Spot USD/KRW at 1374.02 sits just 0.43% below the 18-firm Dec-26 median of 1380, masking a 180-point dispersion between Citi and StanChart.
usdkrw bokRead → - ·USD/KRW·5 min read·-0.89% gap4 reads
USD/KRW Consensus Check: 1380 Target, 180-Point Spread — Week of August 31, 2026
Spot USD/KRW at 1367.65 sits 0.89% below the 18-firm Dec-26 median of 1380, with a 180-point dispersion signalling deep regime disagreement.
usdkrw bokRead → - ·USD/KRW·5 min read·-0.31% gap3 reads
USD/KRW Consensus Check: 1380 Target, 180-Point Spread — Week of August 30, 2026
Spot USD/KRW at 1375.67 sits just 0.31% below the 18-firm Dec-26 median of 1380, masking a 180-point dispersion that reflects sharply divergent BoK/Fed and China beta calls.
usdkrw bokRead → - ·USD/KRW·5 min read·-0.62% gap2 reads
USD/KRW Consensus Check: 1380 Target, 180-Point Spread — Week of August 29, 2026
Spot at 1371.5 sits 0.62% below the 18-firm Dec-26 median of 1380, with a 180-point dispersion signalling deep disagreement on the KRW path.
usdkrw bokRead → - ·USD/KRW·5 min read·-0.38% gap3 reads
USD/KRW Consensus Check: 1374 Spot, 1380 Target — Week of Aug 28, 2026
USD/KRW trades at 1374.69, just 0.38% below the 18-firm Dec-26 consensus of 1380, masking a 180-point dispersion between Citi and StanChart.
usdkrw bokRead → - ·USD/KRW·4 min read·+0.02% gap2 reads
USD/KRW Consensus Check: 1380 Spot Meets 1380 Target, Week of Aug 27 2026
Spot USD/KRW at 1380.28 sits within 0.02% of the 18-firm Dec-26 median, masking a 180-point spread from 1280 to 1460.
usdkrw bokRead → - ·USD/KRW·5 min read·+0.28% gap5 reads
USD/KRW Consensus Check: 1383.87 Spot, 1380 Target — Week of August 25, 2026
Spot USD/KRW at 1383.87 sits just 0.28% above the 18-firm median Dec-26 target of 1380, masking a 180-point dispersion from Citi's 1460 to StanChart's 1280.
usdkrw bokRead → - ·USD/KRW·4 min read·+0.05% gap2 reads
USD/KRW Consensus Check: 1380 Target, 180-Point Spread — Week of August 24, 2026
Spot USD/KRW at 1380.68 sits within 0.05% of the 18-firm median Dec-26 target of 1380, masking a 180-point dispersion from 1280 to 1460.
usdkrw bokRead → - ·USD/KRW·4 min read·+0.28% gap5 reads
USD/KRW Consensus Check: 1383.9 Spot, 1380 Target — Week of August 22, 2026
Spot USD/KRW at 1383.9 sits just 0.28% above the 18-firm Dec-26 median of 1380, masking a 180-point dispersion that reflects sharply divided BoK/Fed and China beta views.
usdkrw bokRead → - ·USD/KRW·5 min read·+0.39% gap7 reads
USD/KRW Consensus Check: 1385 Target, 180-Point Spread — Week of August 21, 2026
USD/KRW spot at 1385.37 sits within 0.39% of the 18-firm Dec-26 median of 1380, masking a 180-point dispersion that reflects sharply divergent BoK/Fed and China-beta assumptions.
usdkrw bokRead →