DXY & Forex

According to COINOTAG, the US Treasury completed a $6 billion buyback of long-dated bonds on October 29. The operation targeted securities with 20- to 30-year maturities.

Bank of Korea released September 2026 weighted average interest rate data on the 29th, showing deposit bank loan rates rose 17 basis points month-over-month to 4.57% on a new loan basis. The increase was driven by rising market interest rates during September. The data reflects broader interest rate

According to BlockBeats, the Federal Reserve held the federal funds rate at 3.75%–4.00% overnight on October 29, with a 10-2 vote. Federal Reserve Governor Kevin Cook and Cleveland Federal Reserve President Beth Hammack dissented, voting in favor of a 25 basis point rate increase. The statement

According to Bank of Korea, the country's new lending rates climbed to 4.57% in September, up 17 basis points from August on October 29. Corporate lending rates rose 19 basis points, while household lending increased 20 basis points. Mortgage rates specifically jumped 22 basis points. Deposit rates

According to Jin10, the Australian dollar strengthened to around 0.7055 during Asian trading on Thursday (Oct 29) as Australia's September inflation data exceeded expectations, bolstering market expectations for an RBA rate increase. The country's CPI rose 4.3% year-on-year, above market expectation

According to AMP chief economist Shane Oliver, reported by Jin10 on October 29, a potential December rate hike by Australia's central bank carries 'high risk', though it is not his base case scenario. Oliver stated that the Reserve Bank of Australia's expected rate hike at next week's policy

The Bank of Korea published an analysis on the 29th showing that while high US Treasury yields create investment incentives, elevated inflation pressure can constrain demand for overseas bonds by heightening perceived future loss risks among Korean residents. The central bank's financial-economic is

According to Bank of Korea analysis released on October 29, South Korean residents' overseas bond investments returned to net inflows in July and August, reversing earlier net redemptions, as U.S. 10-year Treasury yields rose to 5.30% on October 5. However, the central bank noted that elevated

According to the Hong Kong Monetary Authority on Oct 29, Hong Kong dollar maintains a significant interest rate differential against the U.S. dollar, creating opportunities for carry trade strategies that could gradually weaken the currency. The authority noted that HKD exchange rates and

Japanese stocks showed mixed performance at 9:15 AM on the 29th, with the Nikkei 225 index rising 311.26 points (0.49%) to 64,265.45 while the TOPIX index fell 4.63 points (0.12%) to 3,987.08. The divergence followed the U.S. Federal Reserve's decision to hold policy rates steady and Fed Chair

彭博顯示前8月美債淨買額約1743億美元，為多國盟友近年新低；日本淨買3.89億、韓國淨賣238億、台灣轉為淨賣。亞洲以本幣貶值、動用外匯儲備與高殖利率替代，降低美債需求，私人投資者比重升至約70%，加劇市場對美政策與赤字的不確定性。 Based on Bloomberg's exclusive analysis of U.S. Treasury data, Asian allies reduced net purchases of U.S. Treasuries to about $174.3 billion in the first eight months of 2026, the lowest since 2021. Japan bought $3.89 billion, Korea net sold $23.8 billion, and Taiwan shifted to net sellers. Across 57 countries and investors, overall net purchases fell by more than 60%. The retrenchment stems from three channels: weaker domestic currencies, use of foreign exchange reserves, and higher yields elsewhere. Private investors now account for roughly 70% of U.S. Treasuries, raising market sensitivity to U.S. policy and deficit concerns and increasing volatility.

Tencent and Visa have signed a memorandum of understanding in 2026 to expand cooperation in cross-border payments, AI-driven commerce, and enterprise AI. The collaboration includes WeChat Pay and Visa Direct for travelers and remittances between China and other markets, as well as support for AI

According to Yonhapinfomax, Samsung Electronics disclosed on October 29 during its Q3 2026 earnings call that it relies on natural hedging rather than full derivative-based hedging to manage currency volatility. The company matches asset and liability sizes by currency and minimizes exposure

According to Guru Club, the Taiwan dollar declined 0.3% to 32.516 against the U.S. dollar on October 29.

According to Jin10, on October 29, CFETS-NEX yuan liquidity sentiment index reported 53 as of 10:15, up 4 points from 08:45. Among institutional sectors, large banks' index was at 50 (up 4 points), mid-size banks at 53 (up 4 points), and non-bank institutions at 56 (up 5 points).

Nomura Securities lowered its confidence level in a Korean bond buying strategy on October 29, reducing conviction in the 5-year won interest rate receive position from 80% to 60%. The adjustment reflects three factors: stabilized tech stock sentiment, relative outperformance of Korea's bond

According to Nomura Securities, on October 29, the brokerage lowered its conviction level on 5-year Korean won interest rate receive strategy from 80% to 60%, citing improved tech stock sentiment, stronger Korean bond market performance relative to other Asian markets, and accumulated long

According to Danske Bank, on Thursday, Oct 29, EUR/USD retreated to trade near 1.1140 after the U.S. Federal Reserve held rates unchanged, prompting a dollar rebound. The European Central Bank kept its deposit rate at 2.50% as expected, following 50 basis points of cumulative rate hikes earlier

According to Jin10, USD/CAD fell to 1.3975 on Thursday morning (October 29) as the Canadian dollar strengthened following the Bank of Canada's rate hike. Brown Brothers Harriman analysts noted that underlying inflation trends align closely with the central bank's projections. September trimmed

According to ChainCatcher, GBP/USD fell to around 1.33 during Asian trading today as the U.S. dollar strengthened on expectations of a Federal Reserve rate hike in December. CME FedWatch tools show approximately 80% probability of a December rate increase, with geopolitical uncertainty further