DXY & Forex

Korean FX swap points rose on September 4 following dovish remarks from US Federal Reserve Governor Christopher Waller. The 1-year maturity FX swap point closed at -9.10 won, up 0.10 won from the opening price. Waller stated he would support keeping interest rates unchanged if disinflation trends

According to Yonhapinfomax, 1-year FX swap points in South Korea rose 0.10 won to -9.10 won on September 4, following dovish comments from Federal Reserve Governor Christopher Waller. Waller stated that recent economic indicators show signs of disinflation and that he would support a rate hold if th

According to Jin10, the People's Bank of China announced on Sept 4 that it will conduct 500 billion yuan in buy-back style reverse repurchase operations on Sept 7. The operations will have a 3-month (89-day) term, with maturity on

Japan's Nikkei 225 index rose 806.46 points (1.26%) to close at 65,020.94 on September 4, driven by gains in artificial intelligence (AI) and semiconductor-related stocks. The rally occurred as long-term bond yields in Japan and the United States slowed their upward trajectory. The Nikkei 225's

Korean semiconductor and biotech stocks face profit decline warnings as the won-dollar exchange rate dropped to 1350.4 won on Sept 4, down 13.5% from its June high of 1561.50 won. NH Investment & Securities analyst Kim Gyu-jin forecasted that Korean companies' total pre-tax profits will decline 10.9

According to Korea Economic Daily, the Korean won strengthened significantly today (September 4), with the USD/KRW exchange rate falling to 1,350.4 won from June's high of 1,561.50 won, representing a 13.5% appreciation. The currency gain is pressuring South Korea's export-dependent sectors. NH

The Eurozone's July retail sales monthly rate will be released in approximately 10 minutes.

According to Jin10, Canadian Prime Minister Kanie criticized U.S. tariffs on Canada on September 3 during a visit to Ontario's manufacturing sector, calling the move "a miscalculation." He emphasized that "Canada has made the right decision" and possesses "everything needed to build an ideal

Polymarket launched perpetual futures trading on September 04, 2026, expanding beyond event-based contracts into leveraged derivatives. The prediction market platform introduced a service enabling eligible international users to take long and short positions across ten initial markets with leverage

China's onshore yuan closed at 6.7108 against the U.S. dollar on September 4 at 4:30 PM, up 73 basis points from the previous trading day.

According to Jin10 data, on September 4, Norway's sovereign wealth fund plans to reduce U.S. Treasury holdings by approximately $80 billion, signaling potential bond market repricing. Meanwhile, Federal Reserve official Waller indicated that September rate decisions will heavily depend on August

Taiwan's foreign exchange reserves reached $601.904 billion in August, up from $594.27 billion in the previous period, marking an increase of $7.634 billion.

According to BlockBeats, the U.S. will release the August non-farm employment report on September 4 at 8:30 PM Beijing time, with economists expecting 56,000 new jobs added. The unemployment rate is forecast to hold at 4.1%, while year-over-year wage growth is anticipated to slow to 3% from 3.2%.

According to Jin10, Allianz Chief Economic Advisor Mohamed El-Erian said on September 4 that three G7 nations face heightened sovereign debt risks: the UK, Japan, and France. The UK is characterized as a "high beta" country, meaning UK interest rate movements significantly amplify any shifts in U.S.

According to Allianz chief economist Mohamed El-Erian, via Jin10, on September 4, the Trump administration's Treasury Department has taken 'overly aggressive' steps to intervene in market outcomes and monetary policy, which El-Erian described as 'regrettable.' He noted that the Treasury now

The FED’s September rate-hike probability fell from 66% to 50% within days. Governor Waller sent a clear dovish signal, saying that if inflation continues to cool, he would support keeping rates unchanged in September. Bitcoin broke above $82,000, gold climbed above $4,500, and U.S. stocks posted their biggest gain in nearly a month. What does the sharp drop in expectations mean? How will the Crypto market’s pricing logic be restructured? The Core of Waller’s “Conditional Dovishness” Waller set

According to Jin10, on Friday, Sept 4, Japanese investors bought long-term government bonds, with 30-year yield falling 10.5 basis points to 3.97% and 40-year yield declining 13 basis points to 4.03%, as they unwound positions betting on yield curve steepening. A chief fund manager at Mitsubishi

According to Jin10, on September 4, the People's Bank of China held a Party Committee expanded meeting and announced it will implement a moderately loose monetary policy, advance the financial "Five Major Articles" initiative, and steadily mitigate risks in key sectors while deepening financial

China's Ministry of Finance sold one-year treasury bonds at a yield of 1.1922%, aligning with secondary market pricing where similar bonds recently fluctuated between 1.19% and 1.25%. The auction reflects Beijing's ongoing economic stimulus efforts and substantial liquidity maintenance by the

The Japanese yen strengthened to a one-month high around 156.34 per dollar, driven by increased speculation of rate hikes by the Bank of Japan (BOJ). The yen's appreciation follows the BOJ's rate increase in June and its decision to maintain the rate in July, with the current rate standing at 1.0%,