DXY & Forex

According to recent recommendations submitted by Norges Bank Investment Management (NBIM) to Norway's finance ministry, the world's largest sovereign wealth fund plans to significantly reduce its U.S. Treasury allocation. The fund will lower the U.S. government bond share in its debt portfolio

Five major South Korean banks accumulated a record $76.983 billion in dollar deposits as of September 3, the highest level since May 2021, as the won-dollar exchange rate fell to a 23-month low. Companies are holding onto dollar reserves rather than converting to won, with exporters delaying

South Korean retail investors incurred over KRW 120 billion in currency losses on SpaceX and SK Hynix American Depositary Receipts (ADRs) through August due to won appreciation against the dollar, according to data from the Korea Securities Depository released on September 6. Despite net

Korean retail investors poured funds into unhedged overseas ETFs over the past month despite currency-hedged versions outperforming by approximately 5 percentage points amid sharp won appreciation. The performance gap stemmed from won strengthening reducing dollar-denominated asset values for unhedg

According to Yonhapnews, South Korea's five major banks' dollar deposit balances reached a record $76.98 billion on Sept. 3, driven by companies and individuals holding dollars amid currency strength. Corporate dollar deposits hit $63.3 billion, also a record, while individual holdings reached $13.6

South Korea's parliamentary audit is set to begin next month on the 6th, with real estate tax reform and cryptocurrency taxation emerging as central controversies. The government recently adjusted its tax reform plan, maintaining the comprehensive real estate tax basic deduction for non-resident

Professor Kim Young-ik, a 67-year-old adjunct professor at Hanyang University's Future Talent Education Center who earned the nickname 'Korea's Dr. Doom' after predicting the 2008 global financial crisis, warned in an interview on the 3rd that Korean stocks have entered a decline phase. Kim stated t

Korean securities firms projected the KOSPI Stocks index to trade between 6200 and 7300 this week amid escalating US-Iran tensions and rising interest rates. The KOSPI closed at 6687.21 on September 4, up 107.73 points or 1.64% from the previous session. The projections reflect heightened macro

According to Yonhap Infomax, U.S. stock markets will focus on August inflation data this week (Sept. 8–11), with the Consumer Price Index (CPI) and Producer Price Index (PPI) set to be released. Last week, the S&P 500 rose 0.09%, Nasdaq rose 0.40%, and the Dow Jones fell 0.27% as markets remained r

The Korean won strengthened significantly against the US dollar on the 4th, with the exchange rate closing at 1,350.4 won at 3:30 PM, down 8.9 won from the previous day and marking a 13% decline since the end of June when it stood at 1,549.4 won. The won's rally was driven by increased dollar

According to Yonhapnews, the Korean won strengthened significantly on September 4, trading at 1,340 per dollar, down 13% from 1,549.4 won at the end of June. The rally was driven by strong export-driven dollar supplies, semiconductor firms' dollar sales, and a broader global weakness in the U.S.

The Korean stock market this week will be heavily influenced by US Treasury rate stability as the US Treasury doubles its long-term bond buyback program to $4 billion per session starting September 9, while key inflation indicators that will shape the Federal Reserve's interest rate path are

According to U.S. Treasury officials, the department is doubling its long-term Treasury debt buyback program to $4 billion per auction on September 9, up from the previous $2 billion. The expansion aims to stabilize bond market supply and lower long-term yields. This week will see multiple U.S.

Korean stock market uncertainty is rising as the possibility of a US Federal Reserve interest rate hike has increased again following stronger-than-expected US employment data released on the 4th (local time). While corporate earnings and export fundamentals remain solid and KOSPI valuation has

According to News1, U.S. employment data stronger than expected on September 4 pushed the probability of a Federal Reserve rate hike in September to 58.4%, up from 49.4% the previous day, according to CME FedWatch data. KOSPI's current forward 12-month price-to-earnings ratio stands at just 5.19x,

According to Korea Securities Depository data, Korean retail investors have net bought $6.841 billion worth of U.S. stocks over the past two months as the Korean won weakened sharply against the U.S. dollar. The KRW/USD exchange rate fell to 1,359.3 won on September 3, marking the lowest level in 14

According to a recent report from the Bank of Korea, the widespread circulation of dollar-pegged stablecoins in the local market could trigger capital outflows, putting downward pressure on the national currency exchange rate and increasing

Cathie Wood analyzed a recent U.S. employment report showing payrolls increased by 162,000 and household employment rose by over 500,000 in August. Wood noted the economy was performing well in August, suggesting these indicators could lead to a shift in inflation expectations and influence the

According to CME FedWatch data released on September 6, the probability of the Federal Reserve raising rates by 25 basis points in September stands at 59.4%, while the probability of maintaining rates unchanged is 40.6%.

According to Guru Club, Egypt's central bank reported that M2 broad money supply increased 17.5% year-over-year in July 2026, as of September 5.