DXY & Forex

Japan's seasonally adjusted merchandise trade balance in June showed a deficit of 881.9 billion yen, worse than the forecasted deficit of 502.1 billion yen and significantly larger than the prior month's deficit of 90.4 billion yen.

According to Japan's Finance Ministry, Japan's exports in June grew 13 percent year-over-year to the United States, 20.3 percent to the European Union, and 22.7 percent to Asia.

The USD-KRW exchange rate climbed to 1,482.00 won as of 6am on July 22, rising 8.60 won from the previous Seoul market close of 1,473.40 won, driven by escalating Middle East geopolitical risks and a sharp depreciation in the Japanese yen. Oil prices surged over 2% as US President Donald Trump

Japan's June unadjusted merchandise trade balance came in at ¥406.9 billion deficit, missing economist expectations of ¥98.4 billion and widening from May's ¥378.6 billion shortfall.

Japan's merchandise exports grew 19.3% year-over-year in June, exceeding the forecast of 18.6%. The prior month's figure was revised downward to 16.8% from the initially reported 17.0%.

According to Guru Club, on July 22, the U.S. dollar strengthened against the Japanese yen for the fourth consecutive trading day, driven by escalating Middle East tensions, rising oil prices, and renewed market expectations of further Federal Reserve tightening. USD/JPY broke through 163 for the

According to Seoul Bond Market data, on July 22, South Korea's 10-year government bond futures fell 19 ticks to 104.99 overnight as U.S. Treasury prices weakened amid rising international oil prices. Trading volume remained subdued compared to typical levels. Brent crude oil's September contract

US Treasury bonds declined on the 21st (US Eastern Time) with short-term maturities showing relative weakness, as the yield curve flattened in a bear flattening pattern. The 10-year Treasury yield rose 3.00 basis points to 4.6280% as of 3pm, while the 2-year yield climbed 4.90bp to 4.2640% and the 3

According to CNBC and Reuters, JP Morgan Chase CEO Jamie Dimon warned on July 20 that financial markets are overly optimistic about geopolitical risks and potential U.S. fiscal deterioration. Dimon stated he would not personally purchase long-term U.S. Treasury bonds or stock market indices at

According to CME FedWatch, the Federal Reserve has a 74.9% probability of maintaining interest rates at the July meeting on July 22, with a 25.1% probability of a 25-basis-point rate hike. For the September meeting, the Fed has a 28.9% probability of holding rates steady, a 55.7% probability of a 25

Korean retail investors known as 'Seohaggaemi' increased purchases of US stocks during this month (settlement basis 1st-16th), sweeping up 800 billion won worth of SK Hynix ADR shares, according to data from Korea Securities Depository's Seibro portal released on the 21st. The accelerated buying

According to Bloomberg data, a carry trade strategy of borrowing euros to purchase a basket of emerging market currencies—Brazilian reals, Colombian pesos, and Turkish liras—has surged 18% year-to-date as of last week, marking the largest annual gain since 2005. The strategy is being actively

Kim Hak-gyun, Research Center Director at Shinhan Securities, stated that the recent decline in Korean semiconductor stocks resembles a similar market correction one year ago during the AI industry's transition from the 'learning' phase to the 'inference' phase. The KOSPI has experienced daily

According to Bloomberg, South Korea's central bank is expected to raise its policy rate again in October, with about one-quarter of surveyed economists predicting a move as early as August. Central bank governor Lee Ju-yeol indicated that maintaining a tightening stance is necessary due to

According to New York close trading, offshore Chinese yuan (CNH) traded at 6.7689 against the U.S. dollar on Tuesday (July 21), up 3 pips from Monday's close. The currency pair moved within a daily range of 6.7699 to 6.7635 during the

The USD/JPY exchange rate broke through 163 yen on the 21st (local time), reaching its highest level in 40 years. According to Yonhap Infomax currency data (screen 6416), the rate stood at 163.137 yen at 2:14 PM on the 21st, up 0.617 yen (0.380%) from the previous close. The last time the USD/JPY ra

According to Yonhapinfomax, the dollar-yen exchange rate broke through 163 yen on July 21 at 2:14 PM New York time, reaching 163.137 yen and marking its highest level since December 1986. The pair briefly spiked to 163.213 yen. The yen's weakness is driven by rising crude oil prices amid U.S.-Iran m

On Tuesday (July 21), emerging market ETF closed up 2.80%, leading major asset classes. Brent oil fund surged 2.51%, while gold ETF gained 1.96% and Nasdaq-100 ETF rose 1.85%. Other gainers included Barclays convertible bond ETF, Russell 2000 ETF, S&P 500 ETF, and Dow ETF (all up at least 0.69%),

According to Jin10, the U.S. dollar index rose 0.21% on July 21, closing at 101.172 in New York forex trading. The euro weakened to 1.1403 per dollar from 1.1415, while sterling declined to 1.3381 from 1.3436. The yen strengthened to 163.18 per dollar from 162.50, and the Swiss franc rose to 0.8129

On Tuesday (July 21), U.S. two-year Treasury yields rose 5.51 basis points to 4.2573% during New York's closing session. Ten-year Treasury yields gained 3.44 basis points to 4.6261%, reaching an intraday high of 4.6382% at 21:44 Beijing time. Thirty-year Treasury yields increased 1.56 basis points t