DXY & Forex

The yield spread between French and German 10-year government bonds widened to 86 basis points, the widest level since October 2025, according to market data.

Insurance and pension funds net purchased 2.3 trillion won of Korea Housing Finance Corporation (KHFC) mortgage-backed securities issued on the 14th, with market participants speculating Samsung Electronics pension funds entered across all

According to Financial News, KB Securities director Lee Eun-taek warned on August 18 that if U.S. 10-year Treasury yields sustainably breach 5%, it could indicate an AI bubble collapse. Speaking at a Korea Exchange press briefing, Lee said that historically, capital suppliers including banks,

Japan's 40-year government bond yield has risen 7 basis points, reaching 4.205%.

UK employment increased by 84,000 in the three months to June, falling short of the 130,000 forecast and down from the prior reading of 148,000, according to labor data released on August 18.

UK average wages, including bonuses, rose 4.1% on a year-on-year basis for the three-month period ending in June, beating economist forecasts of 4% but declining from 4.3% in the previous period.

UK average wage growth including bonuses rose to 4.1% year-over-year in June, missing market expectations of 4%. The prior month's figure was revised upward to 4.4% from an initial reading of 4.3%.

In July, UK jobless claims fell 11,000, according to official data. The prior month figure was revised downward from 6,700 to -6,400.

According to Masahiro Ichikawa, strategist at Sumitomo Mitsui DS Asset Management, on Aug 18, fiscal discipline from the Japanese government combined with appropriate interest rate hikes from the Bank of Japan could prevent further yen depreciation without repeated currency intervention. Ichikawa

According to Jin10, long-term government bond yields surged globally this week, with 30-year U.S. Treasury yields rising to their highest level since 2007, French borrowing costs reaching 2008 highs, German yields approaching 2011 levels, and UK yields nearing 6%. Concerns center on geopolitical

According to Yonhapinfomax, the USD/KRW exchange rate fell to 1,411.30 won as of 11:19 a.m. on August 18, down 1.70 won from the previous Seoul close of 1,413.00 won. The overnight collapse of a ceasefire agreement between the United States and Iran, coupled with President Donald Trump's hardline st

South Korean government bond yields surged across all maturities on the morning of August 18, with the 10-year benchmark yield jumping 11.0 basis points to 4.420% and the 30-year yield hitting an all-time high of 4.780%. The sharp rise was driven by unfavorable supply-demand conditions as a 3

According to Yonhap Infomax, South Korean government bond yields surged this morning (August 18), driven by weakness in U.S. Treasury markets over the holiday period. The 10-year benchmark rate climbed 11.0 basis points to 4.42%, while the 3-year rate rose 6.5bp to 3.86% and the 30-year rate

According to Nikkei Asia, major Japanese life insurance companies recorded unrealized losses on Japanese government bonds (JGBs) of 30.86 trillion yen (approximately 272.85 trillion Korean won) as of end-June, surging 60% year-over-year based on data from 13 of 14 surveyed insurers. These losses

According to U.S. Treasury Department data, foreign investors' holdings of U.S. Treasuries fell to $9.299 trillion in June from $9.371 trillion in May, a decline of approximately $72 billion, primarily driven by reduced purchases from Japan, the UK, and China. However, holdings remained up 2.3%

The Bank of Korea's Monetary Policy Committee faces a crucial decision as its regular meeting approaches approximately one week from the 18th, with the central bank's economic forecast report emerging as a key factor increasing the likelihood of back-to-back interest rate hikes. Market

According to bond market analysts, South Korea's central bank is expected to announce significant upward revisions to growth and current account forecasts in its economic outlook report at the August Monetary Policy Committee meeting, scheduled for next week. Market participants believe the

According to Jin10, on August 18, two-week CNH HIBOR fell to 1.43030%, marking a fresh three-week low. Overnight HIBOR rose 6 basis points to 1.43303%, hitting a three-week high, while one-week HIBOR retreated to 1.42879% and one-year HIBOR edged down to 1.70000%.

The Bank of Korea's monetary policy decisions may face a new critical variable as the Korean won has appreciated sharply since July, according to Barclays analysis. The won's strength could lower import prices and financial stability risks while weakening the central bank's gross domestic income

The U.S. 30-year Treasury yield rose to 5.28% on Aug. 17 and broke above 5.3% on Aug. 18. Nohshad Shah, head of EMEA fixed-income sales at Citadel Securities, stated in the latest client report that, against a backdrop of inflation remaining above target for an extended period, the Fed remains reluctant to tighten monetary policy further. This has kept long-term U.S. Treasury yields near their highest level in nearly 20 years and put pressure on broader markets. Four Core Warnings in the Citadel