DXY & Forex

According to CoinDesk, the traditional correlation between rising Treasury yields and a stronger dollar is breaking down this year. The US 10-year Treasury yield has climbed 58 basis points year-to-date to 4.81%, while the dollar index gained only 0.9% to 99.22. Similar decoupling is occurring

According to Jin10, UK retail investors significantly increased purchases of government bonds this week as a selloff pushed UK gilt yields to their highest levels in decades. Trading volumes on Freetrade, a bond platform owned by IG Group with 1.6 million UK-registered users, reached the highest lev

Intercontinental Exchange has expanded its agreement with Parameta Solutions to distribute real-time over-the-counter pricing through the ICE Consolidated Feed. The data, sourced from TP ICAP's brokerage businesses, covers linear and non-linear rates, inflation, fixed income, credit, foreign

According to Guru Club, on September 3, USD/JPY fell below 156, marking its lowest level since August 3, with a daily decline of 1.7%.

Bitcoin and gold moved more closely together during the latest bond market selloff, with their 90-day correlation reaching a nearly six-year high, according to data from Bitwise. The correlation rose after yields on longer-dated U.S. Treasurys moved higher and Treasury Secretary Scott Bessent

According to Bitwise, Bitcoin and gold correlation reached a nearly six-year high on a 90-day basis during the latest bond market selloff at the end of August. The correlation rose as yields on longer-dated U.S. Treasurys moved higher. Bitcoin rose 22.4% over the following week, its biggest weekly g

According to a Reuters survey, 58 of 64 economists expect the European Central Bank's deposit rate to reach 2.50% by the end of 2026. In an August survey, 55 of 69 economists held the same view.

According to a Reuters survey, 65 economists expect the European Central Bank to raise the deposit rate by 25 basis points to 2.50% at its September 10 meeting.

Kim Young-wook, Team Leader of the Asia-Pacific Government Debt Team at the Bank of Korea, stated on the 3rd that global long-term interest rates are experiencing significant volatility as rate-sensitive investors increase their long-term government bond investments. Speaking at a Daiwa Securities K

Riksbank Governor Erik Tegnell stated that Sweden's central bank has not yet seen clear signs of sustained significant inflation increases, though it must remain highly alert to upside risks. The remarks reflect ongoing concerns about price pressures despite recent disinflationary trends in the

According to Kim Young-wook, head of Bank of Korea's Asia-Pacific Government Debt Team, speaking on September 3 at Daiwa Securities Korea's Japan Government Bond Market Seminar, global long-term interest rates are fluctuating significantly as rate-sensitive investors increase their exposure. The

Citigroup downgraded target prices for Samsung Electronics and SK Hynix Korean stocks, citing unfavorable won-dollar exchange rate pressures on third-quarter earnings. The investment bank lowered Samsung Electronics' target from 450,000 won to 430,000 won and SK Hynix from 3.1

According to Citigroup, on September 3, the investment bank cut Samsung Electronics' target price to 430,000 KRW (from 450,000 KRW) and SK Hynix's to 3 million KRW (from 3.1 million KRW), reflecting unfavorable won-dollar exchange rates. Samsung's third-quarter 2026 operating profit forecast was

Woori Financial Management Research Institute forecasts the U.S. Federal Reserve will raise the benchmark interest rate by 25 basis points at the Federal Open Market Committee (FOMC) meeting on September 15-16. The research institute projects the rate increase despite employment slowdown, citing the

According to Woori Financial Research Institute, the U.S. Federal Reserve is expected to raise its benchmark interest rate by 25 basis points at the FOMC meeting on September 15-16, with the upper bound moving from 3.75% to 4.00%, according to the institute's September Financial Market Brief

Makoto Imai, FICC head at Daiwa Securities, stated on the 3rd that the 10-year Japanese Government Bond (JGB) yield breaking 3% for the first time in 30 years is not a decisive level for most Japanese domestic investors. Speaking at Daiwa Securities Korea's JGB seminar at Two IFC in Seoul's

According to Daiwa Securities, on September 3, the Bank of Japan's Government Pension Investment Fund (GPIF) will expand its domestic bond allocation at a much slower and more gradual pace than many market participants anticipate, despite managing over 300 trillion yen in assets. Makoto Imai, head o

According to Yonhap Infomax, South Korean government bond yields declined across all maturities on September 3, with the 3-year yield falling 4.2 basis points to 3.888% and the 10-year yield dropping 5.1 basis points to 4.367%. The 30-year yield declined 2.2 basis points to 4.635%. The decline

The USD-KRW exchange rate fell to 1,359.30 won as of 3:30 PM on the 3rd, down 9.40 won from the previous session, driven by exporter negotiation volumes and yen strength. The closing level marked the lowest in 14 months on a Seoul market closing basis since July 2nd last year. Semiconductor

According to Yonhap Infomax, the USD/KRW exchange rate fell to 1,359.30 won on September 3 afternoon (Seoul time), down 9.40 won from the previous close. The decline marks the lowest level since July 2, 2025, based on Seoul market closing rates. Exporter dollar sales and yen strength weighed on the