DXY & Forex

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

According to Yonhap Infomax, the USD/KRW 1-month NDF fell 2.1 won to 1,355.10 won (MID) overnight on September 26, compared to the Seoul forex market spot rate close of 1,357.50 won the previous session. Bid was 1,354.90 won and ask was 1,355.30 won. Meanwhile, USD/JPY declined sharply, sliding

According to Yonhapnews, the U.S. dollar-South Korean won exchange rate ended the week at 1,357.00 won on September 26, down 0.50 won from the previous Seoul close and 12.00 won lower than 24 hours earlier. The dollar-won has weakened 28.50 won from a week ago, reflecting yen strength and

According to Digital Daily, South Korea's benchmark KOSPI will reopen on September 28 following a two-day Chuseok holiday closure (Sept 24-25), while U.S. markets operated normally. During the holiday, U.S. 10-year Treasury yields surged to 5.19%, up roughly 0.20 percentage points in two days and hi

According to South Korea's investment banking industry, specialized non-performing loan (NPL) management companies increased corporate bond issuance on September 26 to refinance maturing debt amid rising interest rates. Major firms including Woori Finance F&I, Daeshin F&I, and Hana F&I each

Five major South Korean banks recorded mortgage rates approaching 7% as of a date in late July, with KB Kookmin, Shinhan, Hana, Woori, and NH Nonghyup reporting 5-year fixed rates ranging from 4.90% to 6.88%. The rate increases followed the Bank of Korea's consecutive base rate hikes in July and

According to Japan's Finance Minister Satsuki Katayama, the yen surged on September 25 after U.S. President Trump expressed concerns about yen weakness during a bilateral meeting with Prime Minister Sanae Takaichi on September 22. The yen strengthened to 156.94 per U.S. dollar intraday, marking

The Federal Reserve raised its federal funds rate by 25 basis points to a range of 3.75% to 4.00%, while the benchmark 10-year US Treasury yield reached 5.23%—the highest level since June 2007—and the 30-year yield matched peaks last seen in 2004. Robust economic data, including a 1.6% rise in non-a

According to Financial News, SK Hynix and Samsung Electronics have emerged as major buyers in South Korea's bond market as government and corporate bond issuances surge amid institutional demand shortfalls. Market participants estimate SK Hynix may have purchased approximately 60 trillion won in

According to the financial investment industry, on September 26, major South Korean securities firms' MMW-type CMA (Collective Money Management Account) products exceeded 2.7% annual yields, with specific rates ranging from 2.72% to 2.83% before fees and taxes. The yield surge follows two interest r

Beth Hammack, President of the Cleveland Federal Reserve Bank, stated on the 25th (local time) that recent increases in US Treasury yields were driven by rising real interest rates rather than inflation concerns. Speaking at a conference hosted by the Cleveland Fed, Hammack attributed the yield