DXY & Forex

According to market analysts, bond traders recently signaled that Treasury Secretary Bassent must take additional steps to address concerns over the U.S. fiscal situation. Bassent announced plans to increase long-term Treasury buybacks this autumn and pledged to deploy the Treasury's full toolkit to

According to Jin10, on August 23, bond markets are signaling that U.S. Treasury Secretary Janet Yellen cannot simply sweep the nation's $40 trillion debt problem under the rug. Yellen announced plans to increase long-term Treasury buybacks in the fall and pledged to deploy the Treasury's extensive t

According to TS Lombard macro strategist Daniel Von Ahlen, the U.S. government's low tolerance for rising Treasury yields is driving increased demand for emerging market carry trades. The firm's emerging market foreign exchange carry trade environment indicator has improved again, reinforcing

According to Bloomberg, dollar-funded emerging market carry trades have delivered approximately 22% returns since the end of 2024 while recording positive gains for seven consecutive quarters—their longest winning streak since 2008. The performance, calculated across eight major emerging market

According to the U.S. Treasury Department, U.S. national debt surpassed $40 trillion for the first time on August 20, reaching $40.0332 trillion. The 2026 fiscal deficit widened to $210 billion, equivalent to 6% of gross domestic product, triggering a surge in Treasury supply. The 30-year Treasury y

According to Seoul Economic Daily, as of August 21, gold prices rebounded to $4,680 per ounce, up 17.25% in one month, while gold-mining ETFs surged 40% within the same period. The Wisdomtree Efficient Gold + Gold Mining Strategy ETF (GDMN) gained 47.60%, while the iShares MSCI Global Gold Miners ET

According to ChainCatcher, Robert Kiyosaki, author of "Rich Dad Poor Dad," warned on X that the U.S. Federal Reserve's new quantitative easing policy could erode the U.S. dollar's purchasing power and further increase inflation risk. Kiyosaki stated that those holding cash savings in dollars face th

Bank of Korea faces mounting pressure for consecutive interest rate hikes at its August 27 monetary policy meeting, as core inflation hit 2.6% year-over-year last month — the highest level in 2 years 7 months — while GDP growth forecasts continue to rise. Bond market experts predict the central

According to bond market analysts on August 23, South Korea's central bank is expected to raise its base rate by 0.25 percentage points to 3.0% from the current 2.75% at the monetary policy committee meeting scheduled for August 27. Core inflation reached 2.6% year-over-year in July, the highest

The US Treasury's expansion of long-term bond buybacks triggered a sharp dollar decline last week, with market participants interpreting the move as financial repression aimed at suppressing long-term Treasury yields. Following the Treasury's announcement on May 19 local time, gold futures climbed o

Federal Reserve Chair Kevin Warsh will deliver his keynote address at the Jackson Hole Economic Symposium on May 28 at 10am Eastern Time, while Treasury Secretary Scott Bessent is expected to announce fiscal deficit reduction measures either this weekend or early next week, according to his May 20 C

According to Yonhap Infomax, U.S. Treasury Secretary Scott Bessent is expected to announce fiscal deficit reduction measures this week, while Federal Reserve Chair Kevin Walsh will deliver the opening speech at Jackson Hole Symposium on August 28. The 10-year Treasury yield rose 4.00 basis points to

According to Investing.com, the U.S. Treasury's bond buyback measures to curb rising long-term Treasury yields prompted a weaker dollar on August 23, while gold and bitcoin rallied in tandem. The short-term dollar weakness accelerated capital inflows into alternative assets, with gold and bitcoin em

Samsung Electronics approved a shareholder return plan of approximately 90 trillion to 110 trillion won for 2026 at a board meeting on the 21st. The plan represents the largest shareholder return in Korean corporate history and approximately five times the previous record of 20.3 trillion won set in

According to CCTV, on August 23, Iranian President Pezeshkian stated that Iran is facing comprehensive economic, military, and security pressure from U.S. sanctions but that national unity will help the country overcome these challenges. The government is working to reduce inflation and address

South Korea's KOSPI index closed at 6912.95 last week, falling 0.93% as US Treasury yields surged, but major shareholder return announcements from SK Hynix and Samsung Electronics limited the decline. The drop was triggered by the US 30-year Treasury yield reaching 5.33% during trading on

According to Jin10, Canada's Prime Minister announced on August 22 that retaliatory tariffs equal in value to the US $20 billion levy on Canadian goods at 50% will take effect on September 8 in response to American duties. Ontario Premier Doug Ford called for Canadian provinces to unite as a "Team C

According to Financial News, South Korean retail investors' daily average settlement for overseas stocks fell to $2.022 billion (approximately 2.807 trillion Korean won) in the first 21 days of August, marking the lowest level this year. The figure represents a sharp decline from June's peak of $3.1

According to Jin10, U.S. President Trump posted late on August 23 criticizing Canada: "Canada wants to enjoy the benefits of being a U.S. state but doesn't want to actually become a U.S. state! For years, they've also imposed high tariffs on our great farmers.

According to iM Securities analyst Park Sang-hyun, the Korean won-dollar exchange rate is expected to fall to 1,350 won as a dollar supply surplus persists through the second half of 2026. As of Aug 20, the rate had already dropped below 1,400 won for the first time since Sept 29, 2025. The analyst