DXY & Forex

According to Yonhap Infomax, on August 5 in Tokyo trading, USD/JPY fell 0.11% to 157.525 yen as of 1:41 p.m. local time, with the pair hitting an intraday low of 157.299 yen. The dollar weakness was driven by easing Middle East tensions following U.S. Treasury Secretary Scott Bessent's statement on

According to Jin10 Futures, the CFETS-NEX Chinese yuan funding sentiment index stood at 47 as of 14:30 on August 5, matching the 10:15 level. Large banks, mid-sized banks, and non-bank institutions posted readings of 46, 48, and 46 respectively, all unchanged from

According to Yonhapinfomax on August 5, the Panic-Boom Cycle Index—which measures global economic activity—fell to 2.67 out of 5 points, down 0.04 from a week prior, signaling mild improvement. The U.S. stock market uncertainty index dropped 124.46 to 106.85, shifting from the panic zone to the

Bank of Korea's Monetary Policy Committee members have been meeting weekly after the July meeting, with bond market attention intensifying on whether committee sentiment is shifting. The committee and bond market have both reviewed two major indicators: Q2 growth data and July inflation figures.

According to data provided by South Korea's Representative Yi Jong-uk to the Bank of Korea, small and medium-sized enterprise (SME) delinquency rates have risen significantly since December 2025. The 30-day-plus delinquency rate increased from 0.72% in December last year to 0.81% in March 2026,

According to Jin10, on August 5 (today), multiple key economic data releases are scheduled. France's June industrial output will be released at 14:45, followed by PMI data from France, Germany, Eurozone, and UK starting at 15:50. In

According to CNBC, Fed Chair Kevin Warsh held rates steady at 3.5%-3.75% yesterday (August 4) in a 9-3 decision, maintaining the hold for a fifth consecutive meeting. However, Warsh's refusal to provide forward guidance on rate direction sparked criticism from market participants and economists

According to Jin10 data, Federal Reserve officials signaled a flexible policy stance on August 5 as core inflation shows signs of moderating. Treasury Secretary Bessent stated that Fed Chair Powell aims to preserve options for optimal outcomes, while core inflation is decelerating with energy

According to Jin10 data, on August 5, U.S. Treasury Secretary Bessent and Bank of Japan officials signaled potential joint intervention if the yen continues to weaken. Former BOJ official Atsushi Takeuchi stated that Japan and the U.S. may intervene again if the yen slides further. Bessent

According to Morgan Stanley, the bank raised South Korea's economic growth forecast for 2026 to 3.4% from earlier expectations. The upgrade reflects improving economic fundamentals as semiconductor-led export strength expands to non-IT sectors and domestic consumption recovers. Mounting

India's Reserve Bank maintained its reverse repo rate at 3.35% as of August 5, 2026, unchanged from the previous level.

According to Indonesia's Statistics Bureau, the country's second-quarter GDP grew 5.29% year-on-year on August 5, exceeding economists' median forecast of 5.14%. The growth was supported by strong household consumption and investment, though the pace eased from Q1's 5.61%. All sectors except

On August 5, India's 10-year government bond yields fell 5 basis points to 6.77%, with the gains in the downward move accelerating throughout the trading session.

China's Ministry of Finance issued 150 billion yuan in sovereign debt in Hong Kong on Wednesday, with multiple tenors recording all-time lows. Two-year, 15-year, and 30-year bonds set new lows; 3-year and 5-year tenors reached their lowest levels since 2011. Overall subscription ratio across five bo

Federal Reserve Chair Kevin Warsh faced a credibility crisis at his first Federal Open Market Committee press conference following last week's July meeting, according to New York Times reporting. Warsh, who took office two months ago promising a 'regime change' at the Fed, gave ambiguous responses a

According to New York Times, on August 4, Federal Reserve Chair Kevin Walsh's ambiguous remarks about the Fed's 2% inflation target during a post-FOMC press conference last week raised market concerns about the central bank's inflation-fighting commitment. During Q&A, Walsh appeared to leave open th

US Treasury Secretary Scott Bessent, identified as the architect behind the first joint US-Japan yen intervention in 15 years, is driving a 'Bretton Woods 2.0' era according to a prominent economist. James Sohn, Chief Investment Strategist at Wellington-Altus and holder of a PhD in economics,

According to James Sun, chief investment strategist at Wellington-Altus, U.S. Treasury Secretary Scott Bessent and Japan conducted their first joint intervention to support the yen on August 4 as the currency fell to its lowest level against the dollar in approximately 40 years. Sun stated that Bess

On Wednesday, offshore Chinese yuan Hong Kong Interbank Offered Rates (CNH HIBOR) showed gains across major tenors. The one-week HIBOR rose to 1.42970%, marking its highest level since July 23, while overnight HIBOR increased 5 basis points to 1.30000%. Two-week HIBOR climbed to 1.43515%, and