DXY & Forex

According to PANews on September 26, multiple Federal Reserve officials collectively signaled hawkish stances regarding persistent inflation risks. Cleveland Federal Reserve President Hammer emphasized that elevated inflation has persisted for over five years, warning of entrenched inflation

According to Morgan Stanley on September 26, the bank upgraded its U.S. dollar outlook from bearish to bullish, forecasting the dollar index will rise to 104 by mid-2027, while EUR/USD may decline to 1.10 from current levels around 1.14. The bank cited sustained U.S. rate advantages from Federal

According to Han Kyung Dot Com, the Federal Reserve raised its benchmark rate by 0.25 percentage points to 3.75%-4.00% on September 16, with Fed Chair Kevin Walsh signaling further monetary tightening amid elevated inflation. As market interest rates rise, the relative valuation of growth stocks wit

According to South Korean government authorities, the government on September 26 announced it will expand foreign currency financing channels by raising the issuance limit for foreign exchange stabilization bonds to $8 billion (up 60% from $5 billion) and setting a $7 billion government guarantee li

According to Jin10 Data, Ghana's central bank governor Johnson Asiamah announced on September 24 that the country will establish cross-currency settlement channels between the Ghanaian cedi and the Chinese yuan to eliminate third-party currencies and associated double exchange fees in bilateral

Korean stock market sectors showed diverging performance as the won/dollar exchange rate dropped to 1,358.4 won as of the afternoon on the 23rd, down approximately 13% from the June 5 high of 1,561 won. The exchange rate decline benefits airlines that pay dollar-denominated costs while hurting

The 30-year U.S. Treasury yield broke above 5.5% today (September 26), marking its highest level since 2004, while the 10-year yield climbed to 5.23%, a 19-year high last seen in 2007. The Hong Kong Exchanges and Clearing listed two new ETFs today and will begin accepting Chinese government bonds as

Seoul bond market participants and foreign investors are questioning why the 91-day Certificate of Deposit (CD) rate stood at 3.210% on the 22nd, significantly below the 3-month bank bond rate of 3.402% and even lower than the government bond rate of 3.288%. Bank practitioners attribute the

Capital Market Institute researcher Jeong Hwa-young issued an opinion calling for a review of South Korea's treasury bond issuance structure centered on 30-year bonds. Major countries are reducing long-term bond issuance and shifting toward medium- and short-term maturities as insurance companies, t

Korean individual investors increased net purchases of government bonds from 1.2 trillion won in July to 1.8 trillion won in September as domestic and international stock markets entered a sideways phase without clear leading sectors. The relative appeal of bonds offering 4-5% absolute returns has r

Bank of Korea researchers published a report on the 26th analyzing global reserve asset restructuring amid geopolitical fragmentation. The BOK Economic Research Institute report, titled 'Geopolitical Fragmentation and Global Reserve Asset Restructuring' by Lee Chan-ho and Shim Hye-jin, found that

According to Yonhapinfomax, on September 26, South Korea's 91-day negotiable certificates of deposit (CD) traded at 3.210%, falling below 3-month bank bond yields of 3.402% and government bond yields of 3.288%. The anomaly has drawn inquiries from global investors, as CD rates typically exceed

According to the Bank of Korea's economic research institute on September 26, recent global reserve asset reallocation reflects increased geopolitical fragmentation and financial sectioning, with central banks expanding gold holdings and diversifying into non-traditional reserve currencies while

According to the Bank of Korea's Economic Research Institute report released on September 26, global reserve asset restructuring is expanding gold holdings and diversifying into non-traditional reserve currencies, though this represents portfolio diversification within a dollar-centric framework

According to the Korea Capital Market Institute on today (Sept 26), South Korea should restructure its government bond issuance strategy by reducing the proportion of 30-year bonds, which currently account for 24% of total issuance. A research analyst noted that insurance companies, traditionally ke

According to MarketInsight on September 23, South Korean individuals increased net purchases of government bonds to 1.84 trillion won in the month through September 22, up from 1.24 trillion won in July, as long-term interest rates peaked globally. South Korea's 10-year government bond yield

According to MarketInsight on September 23, South Korean individual investors increased net purchases of government bonds to 1.8 trillion won in September from 1.2 trillion won in July, as yields reached attractive levels of 4-5% amid a range-bound stock market lacking clear leadership sectors.

According to Yonhapnews, the Korean won strengthened to 1,358.4 against the U.S. dollar on September 23, down 13% from a June high of 1,561. Major airlines including Korean Air, Asiana Airlines, Jin Air, and Jeju Air all posted gains ranging from 3.91% to 8.15% during the week, as lower dollar-to-wo