DXY & Forex

According to Yonhap Infomax, on July 28, the USD-KRW exchange rate fell to 1,465.20, down 3.30 from the previous close of 1,468.50, as geopolitical tensions eased and crude oil prices declined. The pair has dropped more than 100 won since early July, when it peaked at 1,559.20. The decline was

According to Michael Burry via Substack on July 27, the investor and subject of the film 'The Big Short' warned that private credit markets pose a potential risk to the financial system amid the artificial intelligence investment boom. Burry highlighted that private equity-owned insurance

On July 28, Bitcoin fell back to $63,500. After the overnight U.S. stock market close, NVIDIA shares were down about 4.8%, dragging down AI-related stocks. This week is packed with key events: the FOMC rate decision by the FED on Wednesday; the core PCE inflation report and second-quarter GDP data on Thursday; and earnings from Microsoft, Meta, Apple, and Amazon. On Friday, Bitcoin and Ethereum options worth about $13 billion to $14 billion are set to expire. Market Focus on the FED’s July 29 De

According to Yonhap Infomax, foreign investors made massive net purchases of 29,000 South Korean 3-year Treasury futures contracts on July 28, marking the highest volume since March 31, 2025, when they bought 33,000 contracts. The buying spree came as Middle East tensions eased following signs of

According to Keisuke Tsuruta, senior fixed income strategist at Mitsubishi UFJ Morgan Stanley Securities, Japan's planned reduction of food consumption tax to 1% will have a negative impact on the bond market. Tsuruta noted that an annual funding gap of approximately 5 trillion yen remains unclear h

According to Jin10 Futures, the CFETS-NEX funding sentiment index reported 57 as of 08:45 on July 28, up 1 point from the previous day's 16:00 reading. By institution type: large banks reported 57 (up 2 points), mid-size banks 59 (up 1 point), and non-bank institutions 55 (flat). The index uses a 0–

According to Jin10 Futures, Malaysian crude palm oil futures may fall at Tuesday morning opening on July 28, tracking losses in global commodity markets. Crude oil futures plunged nearly 9% following the U.S. suspension of airstrikes on Iran, with Brent crude sliding further during electronic

According to Bloomberg, BlackRock issued $12.55 billion in investment-grade bonds for Meta's El Paso, Texas data center project on July 28, with a yield of 7.534%, or 287.5 basis points above U.S. Treasuries—a level typically seen in junk bond markets. The bonds attracted $20 billion in

According to Frank Fliat, macro strategy chief at Citadel Securities, the Federal Reserve may unexpectedly raise interest rates by 25 basis points this Wednesday (July 28). Fliat believes the move would reinforce Fed Chair Powell's commitment to price stability and underscore the central bank's

According to Axios, citing U.S. officials, on July 28, American officials stated that economic sanctions may ultimately inflict greater damage on Iran's government than military strikes. U.S. intelligence and open-source reports indicate deepening economic crisis within Iran, including gasoline

According to Jin10, on Monday (July 28), President Trump endorsed Fed Chair nominee Kevin Warsh and criticized other Federal Reserve board members for resisting rate cuts. Trump said Warsh is "terrific," but the Fed board includes members he described as "highly political" who oppose lowering

According to Edaily, on July 24, AA-grade 3-year corporate bond yields reached 4.653%, the highest level since November 14, 2023. This followed South Korea's central bank raising its base rate by 0.25 percentage points to 2.75% on July 16, marking an end to eight consecutive hold periods. Market

From 23:30 to 23:45 (UTC) on July 27, 2026, BTC fell 0.31% within 15 minutes. The price ranged from 63,636.3 to 63,924.6 USDT, with a range of 0.45%. Over the past 24 hours, BTC dropped from a $65,744 high to around $63,741.9, for a cumulative decline of 2.59%, as market volatility intensified. The main driver behind this abnormal move was that Michael Burry expanded his short positions in chip stocks, prompting a retreat in hedging for risk assets. This well-known investor—famous for shorting t

Korean Treasury futures declined in overnight trading on the 28th, with 3-year contracts down 3 ticks to 102.85 and 10-year contracts falling 9 ticks to 105.08, despite a sharp drop in international oil prices. The decline occurred as US Treasury bonds showed limited gains amid auction supply

According to Yonhap Infomax, South Korea's 3-year government bond futures fell 3 basis points to 102.85 overnight on July 28, while 10-year bond futures dropped 9 basis points to 105.08. International crude oil prices triggered the move, with Brent crude (September contract) plummeting 8.7% to $88.3

According to Yonhapinfomax, the US Dollar Index (DXY) rose 0.037% to 101.514 on July 27 afternoon (US Eastern Time), extending gains for a third consecutive trading day. The dollar strengthened amid weakness in sterling and the Swiss franc, despite a sharp decline in crude oil prices. Against the y