DXY & Forex

According to Yonhap Infomax, Oracle's 5-year credit default swap (CDS) premium rose to 232.41 on September 25, up 8.75 basis points from the previous day, marking the highest level of 2026. The increase follows Standard & Poor's downgrade of Oracle's credit rating to BBB- in July, after which the CD

According to the Bank of Japan's latest meeting minutes, a BOJ official stated that markets appear to expect interest rate hikes roughly every six months, but the central bank may actually raise rates at a faster

According to Bank of Japan meeting minutes, multiple members have signaled a shift in policy focus toward stabilizing core inflation around 2%, moving away from efforts to push inflation higher.

According to Kazuo Momma, ex-executive director of the Bank of Japan's monetary policy division, on September 28, the central bank may raise its benchmark rate in October for a second consecutive month, earlier than many economists expect. Momma stated there is a 20-30% probability of back-to-back r

According to the Bank of Japan's latest meeting minutes, a board member stated that recent yen weakness and developments in the Middle East could push up inflation expectations and increase upside risks to

According to the Financial Supervisory Service on September 28, South Korea's financial regulator and eight bank holding company chiefs discussed competitive conditions in regional treasury bidding during a breakfast meeting on September 23. The meeting, which began at 7:30 a.m. and ran until 9:30 a

According to Japan's central bank July meeting minutes, board members unanimously assessed financial conditions as accommodative. Several members noted consumer prices showed signs of rising, reflecting increased import costs, while others highlighted that businesses are passing higher raw

Japan's corporate service price index rose to 3.7% year-on-year in August, up from 3.6% in July. The increase reflects a 0.1 percentage point gain in service sector pricing across the month.

Hana Securities reported on September 28 that US long-term Treasury yields surged during the Chuseok holiday period (September 23-25). The brokerage maintained its 'reduce' investment opinion on US Treasuries. Analyst Hur Seong-woo stated that the US 10-year yield rose a cumulative 20 basis points o

Steve Eisman, the investor known for the film 'The Big Short,' warned on the 27th (local time) that a stock market correction appears imminent as US 10-year Treasury yields surge above 5%. Eisman stated that 5% appears to be the market's Rubicon, with high rates increasing fiscal deficits, harming t

According to Business Insider, U.S. 10-year Treasury yields exceeded 5% on September 27, prompting multiple Wall Street warnings of an imminent market correction. Investor Steve Eisman, known for the film "The Big Short," stated in a Substack post that the 5% level represents a critical threshold, n

According to Morgan Stanley, the investment bank shifted its interest rate forecast for the Bank of England on September 27, now expecting rate hikes of 25 basis points in both November and February. This marks a significant reversal from the bank's previous outlook, which predicted no rate

From 22:30 to 22:45 on September 27, 2026 (UTC), BTC pulled back 0.44% over 15 minutes, trading within a range of 84,177.4 to 84,557.4 USDT, with an amplitude of 0.45%, indicating narrow-range consolidation. The 24-hour change was only +0.14%, with an amplitude of less than 1%. The Order Book bid-to-ask ratio of 0.17 showed that ask orders significantly outweighed bids, while market sentiment remained cautious. The primary driver of this move was the FED’s 25-bps rate hike on September 16, its f

SK Securities reported that US stocks and bonds moved in opposite directions during the Korean market holiday, with semiconductor stocks showing strength while US 10-year Treasury yields exceeded 5%. According to analyst Jo Jun-ki's report on the 28th, the 10-year Treasury yield rose to 5.17%, with

AI infrastructure companies face surging interest burdens as US Treasury yields reached 5.17% on local time on the 27th, the highest level since 2007. The 10-year Treasury yield rose approximately 1 percentage point from the start of the year, forcing companies dependent on large-scale bond

According to CNBC, on September 27, U.S. 10-year Treasury yields rose to 5.17%, marking the highest level since 2007, significantly increasing borrowing costs for AI infrastructure companies. The yield has climbed approximately 1 percentage point since the start of 2026. SoftBank, a leading AI

According to overseas brokers, the USD-KRW 1-month NDF fell to 1,355.10 won (MID) on September 25 (local time), down 2.10 won from Seoul's spot market close of 1,357.50 won on the previous day after accounting for current swap points. The bid was 1,354.90 won and ask 1,355.30 won. The decline

Tomorrow (September 28), market participants will focus on three key central bank events: European Central Bank President Lagarde's testimony (time to be confirmed), Bank of England Deputy Governor Ramsden's speech at 18:00 UTC, and the release of the U.S. Federal Reserve Bank of Dallas September

According to NH Investment & Securities, on September 28, the company raised rates on its won-denominated commercial papers by 20 basis points. The overnight rate (including CMA) for individual investors increased from 2.45% to 2.65%, while the corporate rate rose from 2.40% to 2.60%. The company al