Currencies January 14, 2026

US Treasury Secretary Highlights Misalignment of Korean Won's Exchange Rate with Economic Fundamentals

Scott Bessent emphasizes stability and strong economic ties amid currency volatility

By Marcus Reed
US Treasury Secretary Highlights Misalignment of Korean Won's Exchange Rate with Economic Fundamentals

US Treasury Secretary Scott Bessent recently voiced concerns regarding the depreciation of the South Korean won, stating it does not align with the country's robust economic fundamentals. Discussions with South Korean Finance Minister Koo Yun-cheol focused on exchange rate volatility, economic collaboration, and ongoing trade agreements aimed at strengthening bilateral economic relations.

Key Points

  • US Treasury Secretary Scott Bessent identifies the recent depreciation of the South Korean won as inconsistent with the country's strong economic fundamentals, indicating concerns over currency market volatility.
  • Recent talks between the US and South Korea involved discussions on critical minerals, economic cooperation, and the implementation of a major trade pact involving tariff reductions and significant South Korean investments in US strategic sectors.
  • The South Korean government has committed to taking action to curb currency market volatility and address imbalances in dollar supply and demand, highlighting ongoing efforts to stabilize the won.

On Wednesday, U.S. Treasury Secretary Scott Bessent discussed the recent depreciation of the South Korean won during a conversation with South Korea's Finance Minister Koo Yun-cheol. Bessent remarked that the currency's weakening does not reflect South Korea's strong economic fundamentals, underlining the currency fluctuations as excessive and undesirable.

Following these remarks, the Korean won experienced a significant rebound, appreciating by as much as 1.15% to trade at 1,462.0 per dollar. This increase came after a prolonged period of decline marked by 10 consecutive sessions of losses, bringing the won to its weakest point since December 24.

The two officials met on Monday, where besides foreign exchange matters, they also discussed cooperation on critical minerals and approaches to deepen economic ties between their nations. The U.S. Treasury Department highlighted that Bessent emphasized the importance of stability in foreign exchange markets and reaffirmed South Korea's essential role in the Asian region due to its robust economic performance, particularly in key sectors that support the American economy.

In a public statement on social media platform X, Secretary Bessent reiterated that the won's recent downward trend did not correspond with South Korea's strong economic fundamentals.

The South Korean Ministry of Finance confirmed the meeting and acknowledged discussions centering on the current conditions of the foreign exchange market. Finance Minister Koo earlier committed to implementing measures to manage the growing volatility of the domestic currency and address the imbalance between dollar demand and supply. These remarks were made during a virtual forum in Seoul focused on foreign exchange policies.

Moreover, the ongoing economic dialogue follows a significant bilateral trade agreement finalized in November, which lowered U.S. tariffs on South Korean imports. In exchange, South Korea pledged a $350 billion investment in strategic sectors within the United States. This agreement was the culmination of extensive negotiations that also encompassed discussions around the foreign exchange implications of the investment.

The Treasury Department noted that Bessent expressed optimism about the smooth implementation of the agreement and engaged with Minister Koo on ensuring its complete and faithful execution.

Risks

  • Excessive volatility in the foreign exchange market could create economic uncertainty affecting trade and investment flows between the US and South Korea.
  • The imbalance in demand and supply for the US dollar within South Korea may strain currency stability, impacting importers, exporters, and sectors reliant on currency exchange.
  • Challenges in the smooth implementation of the trade agreement could lead to disruptions in tariff arrangements and investment commitments, potentially affecting sectors tied to bilateral trade and investment.

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