DXY & Forex

According to Jin10, yen traders are heightening vigilance against potential yen intervention by Japanese authorities ahead of the Bank of Japan's policy meeting on September 18, with market participants flagging the "Silver Week" holiday period immediately following the decision as a likely window f

Societe Generale forecasts the Federal Reserve will raise interest rates three times following Chair Kevin Warsh's hawkish Jackson Hole speech, with SG US Chief Economist Yann Groen projecting 25 basis point hikes at the September and December FOMC meetings and the March meeting next year. Groen

Japanese 10-year government bond yields traded at 3.01% in current morning trading, marking the highest level in 30 years and signaling a shift in global capital flows as Japanese investors reduce overseas bond holdings. The yield surge stems from Japanese institutions reallocating portfolios

US stock index futures edged lower on the morning of September 3rd in Asian markets, with E-mini S&P500 futures down 0.05% to 7,673.00 at 9:24 AM Korean time, despite the previous night's rebound on Wall Street that ended a three-day losing streak. New York Federal Reserve President John Williams to

According to Yonhapinfomax, on September 3, Japan's 10-year government bond yields surged to 3.01%, marking the highest level in three decades. The rally reflects a broader shift in capital flows as Japanese investors begin repatriating overseas assets and rotating toward domestic investments due to

The U.S. dollar to Japanese yen exchange rate (USD/JPY) touched 158 today, marking the first time since August 10. The pair declined 0.44% intraday.

Citi downgraded third-quarter earnings forecasts for Samsung Electronics and SK Hynix on the 1st, citing won appreciation against the dollar as a key factor impacting profitability. The investment bank lowered SK Hynix's Q3 operating profit estimate from 76.7 trillion won to 74 trillion won, and

Japanese stock indices opened higher on September 3rd as US Treasury yields eased and US equities strengthened. At 9:11 AM, the Nikkei 225 index traded at 64,408.08, up 82.44 points or 0.13% from the previous session, marking its first gain in four trading sessions. The advance came after

According to filings from retirement funds and insurers in Japan, Canada, Taiwan, Australia, Denmark, and Finland, overseas investors' currency hedge ratio for U.S. equities and bonds fell to 41% as of June 30, 2026, marking the lowest level since 2015. The decline reflects a reversal of

South Korean government bond futures rose on the morning of September 3rd, gaining for the first time in five trading days as investors found relief in falling US Treasury yields. The 3-year bond futures climbed 9 ticks to 103.04, while 10-year futures advanced 24 ticks to 104.99 as of 9:01 AM

According to South Korea's central bank statement reported by Jin10, the country's foreign exchange reserves rose by $13.33 billion in August, marking the largest monthly increase on record. Reserves climbed from $427.95 billion at the end of July to $442.28 billion by end of August. The central ban

According to Yonhap Infomax, on September 3, South Korea's 3-year Korea Treasury Bond (KTB) futures rose 9 basis points to 103.04, while 10-year KTB futures climbed 24 basis points to 104.99. Foreign investors made net purchases of 499 contracts in 3-year futures and 31 contracts in 10-year futures.

According to Yonhap Infomax, on September 3, the Seoul foreign exchange market's dollar-won spot MAR (market average exchange rate) was quoted at zero level ahead of 9 a.m. Meanwhile, the NDF fixing position remained square, indicating market participants faced neutral positioning for the

The Bank of Japan will hold a market operations meeting on October 14.

Vietnam's trade deficit narrowed significantly to $113 million in August, a major improvement from July's deficit of $3.587 billion.

Korea Development Bank issued 370 billion won in 2-month discount bonds at a 3.18% coupon rate and 170 billion won in 1.5-year bonds at 3.94% on the previous trading day, according to bond market sources on September 3. The unusually short maturities—including 3-month bonds issued on September 1 and

The New York Federal Reserve released a report on local time 2nd analyzing whether central banks are moving away from dollar assets, finding that the decline in dollar share of official foreign exchange reserves from 64% in 2015 to 56% last year was driven primarily by China and Russia rather than a

According to a report released by the New York Federal Reserve on September 2, the share of dollar assets in global central banks' foreign exchange reserves fell from 64% in 2015 to 56% by 2023. However, the central bank noted that most countries have not significantly reduced their dollar

According to Yonhap Infomax, South Korean forex dealers on September 3 saw the USD/KRW exchange rate fall to the 1,350–1,360 won range amid signs of Japanese central bank intervention overnight. The USD/JPY pair briefly declined to the low 158 yen level, triggering a linked decline in USD/KRW.

Korean foreign exchange authorities are monitoring the won-dollar exchange rate's rapid decline after the currency pair fell from the 1,550-won range in July to the 1,360-won range in August, reaching the 1,350-won level in early September — the lowest point since July 3 last year. The 200-won