DXY & Forex

According to Jin10 on September 25, Goldman Sachs revised its yen forecast to a bullish stance, raising its 12-month target to 150 yen per USD from the previous 165, marking a reversal from its prior bearish view. The bank also adjusted its 3-month and 6-month targets to 158 and 155 respectively.

According to Bank of America, the bank raised its year-end target for 10-year U.S. Treasury yield to 5% on Sept 25, up from 4.5% previously. The 10-year yield had already reached 5.14% on Sept 23, marking the highest level since 2007. Bank of America also raised its 2-year Treasury yield forecast to

A 40-something investor in Korea restructured a 12 billion won portfolio in 2021 after selling a business, shifting from 90% safe assets to globally diversified investments and achieving an approximately 80% cumulative return. The investor faced concerns about missing market opportunities as

The U.S. Dollar Index traded at 101.28 on September 25, up 0.04% during the day.

According to Thailand's Ministry of Commerce, the country recorded a trade deficit of $2.48 billion in August.

India's 10-year benchmark government bond yield rose to 7.1347% today, marking its highest level since May 20, 2026.

According to Jin10, on September 25, Japan's Growth Strategy Minister Minoru Kiuchi announced that the era of Abenomics-style reflation policies—centered on aggressive monetary easing and flexible fiscal spending—has ended. Kiuchi stated that Japan no longer needs to rely on large-scale monetary

According to Yonhap News, on September 25, Hong Kong and Taiwan financial markets closed for the Mid-Autumn Festival. In overnight U.S. trading, the 30-year Treasury yield surged above 5.5% for the first time since June 2024, though rates retreated following reports that the U.S. and Iran are

According to Gate data, USD/JPY pulled back to 158.486 today, up 0.4% in 24 hours. Japan's Finance Minister Katayama Koisumi stated that U.S. President Trump expressed concerns over yen weakness. Japan will maintain close coordination with the U.S. on foreign exchange matters but declined to

According to statements on Sept 25, former U.S. President Donald Trump expressed concern about the weakness of the Japanese yen. In response, Japan's Finance Minister Katsunobu Kato stated that specific monetary policy tools are determined by the Bank of Japan and declined to comment on specific

USD/JPY dropped over 20 pips to 158.35 on September 25.

According to F&Guide, South Korea's third-quarter operating profit consensus was revised down 0.39% as of September 25, ahead of the earnings season. The electrical and electronics sector saw forecasts cut 0.45%, while semiconductors are expected to maintain strength. Shinhan Investment Securities p

According to the Financial Investment Association, South Korea's money market fund (MMF) assets fell to 252.6 trillion won as of September 21, down 5.4% from 267.1 trillion won on September 4. The decline stems from shifting investor preferences toward higher-yielding bank deposits. MMF's average on

Japan's 30-year government bond yield rose to 4.21% today, marking the highest level since the bond was launched in 1999. The surge reflects broader global interest rate trends and changing investor expectations.

Samyang Foods and other Korean food and cosmetics stocks declined over the past month through the 23rd as the won strengthened against the dollar. Samyang Foods fell 13.03% during this period, while cosmetics companies Dalba Global, Silicon2, and APR dropped 19.07%, 15.67%, and 4.53% respectively.

According to the Korean Exchange, South Korean food and cosmetics stocks tumbled over the past month through September 23 amid won strength, with Samyang Foods down 13.03% and Silicon Toe cosmetics falling 15.67%. The won-to-dollar exchange rate declined 2.03% over the period, reaching 1,358.4 won a

A Korea Capital Market Institute researcher warned on the 25th that rising US Treasury yields could affect South Korea. Kang Hyun-joo, senior researcher, stated in a report that the US 10-year Treasury yield hovering near 5% may transmit to domestic markets through interest rate increases, won

Korean credit card companies expanded overseas funding in September as domestic card bond rates exceeded 4.6% for the first time since November 2023. The AA+ grade 3-year card bond rate reached 4.642% this month, rising over 60 basis points from around 4.0% at the end of the first quarter.

Japan's 40-year government bond yield rose 5.5 basis points to 4.255%, marking a continued upward movement in longer-duration Japanese debt rates.

US Treasury bonds experienced a second consecutive day of selling on the 24th (local time), pushing 30-year yields to 5.501%, the highest level since 2004, according to CNBC. The 10-year Treasury yield, a global benchmark for long-term interest rates, rose to 5.22%, marking its highest point since