DXY & Forex

Wall Street experts expect the Federal Reserve's September rate decision to hinge on next week's inflation data and long-term bond yield trends, following stronger-than-expected US employment figures. Ryan Weldon, investment director and portfolio manager at IFM Investors, told Business Insider

According to analysts, stronger-than-expected U.S. employment data reported yesterday (September 6) has shifted market focus to next week's inflation report, with traders pricing in a 62% probability of a 25 basis-point rate hike at the Federal Reserve's September 16 meeting. IFM Investors

BOK researchers Jihyun Kim and Sangheum Cho’s latest study finds that when global exchanges allow users to directly purchase USD Stablecoins such as USDT with Fiat, this activity transmits selling pressure to the Forex market through market maker rebalancing, weakening local currencies. Chainalysis data shows that the total volume of Stablecoins purchased with Korean won from July 2024 to June 2025 reached $64 billion. BOK Research Methodology This study was co-authored by BOK researchers Jihyun

According to Jin10, UBS hired three former Nomura Holdings employees in Tokyo this month to strengthen cross-asset sales to local institutional investors. Takashi Kigami and Yuta Kitagawa joined the Swiss bank's securities department in September, with Masahiro Kubo joining about a month earlier.

According to bond market analysts quoted by Yonhap Infomax on September 7, South Korea's newly established Future Response Fund is expected to channel significant capital primarily into short-term bonds in 2027, potentially reducing the government's long-term bond issuance. Analysts estimate the

According to market sources, South Korea's pension fund has suspended its foreign exchange hedging activities on September 7.

According to Yonhap Infomax, the USD/KRW exchange rate fell to 1,345.80 won as of 9:07 AM KST on September 7, down 4.60 won from the previous trading day's close. The decline continued despite strong U.S. August non-farm payroll data released on September 5.

According to Yonhap Infomax, South Korea's government bond futures declined on September 7 morning, reflecting overnight surges in U.S. Treasury yields following an unexpected employment report. The 3-year futures fell 6 basis points to 103.11, while 10-year futures dropped 15 basis points to 105.29

According to Yonhap Infomax, the USD-KRW spot rate in the Seoul foreign exchange market traded at par (zero level) on the morning of September 7. NDF fixing positions were neutral, indicating that intraday market participants faced balanced hedging

Seoul forex market participants unwound yen-won short positions through May 4 as pressure mounted from Japanese authorities' intervention signals. The yen-won exchange rate rose nearly 1% during the week ending May 4, reversing a four-week consecutive decline. The shift occurred as Japan's authoriti

Samsung Securities lowered its year-end USD-KRW exchange rate forecast from 1,380 won to 1,300 won in a September 7 report, citing export growth exceeding expectations. The brokerage also projected the exchange rate will fall to 1,250 won by next year-end. Samsung Securities stated that large

Bitcoin (BTC) rebounded at the beginning of the week, trading at around $79,920 on September 7. South Korea’s financial regulators unveiled a three-phase roadmap to expand the scope of tokenization to stocks, government bonds, and funds starting in February 2027, while building on-chain Stablecoin settlement infrastructure. Whale Alert discovered that mining rewards totaling 600 Bitcoin across 12 transactions had moved after 16 years of dormancy, but the on-chain tracking platform found no conne

According to Bank of Korea, South Korea's residents paid $1.87 billion in investment income interest to overseas in July, marking the highest monthly payment on record. The figure surpassed the previous record set in July 2025 by over $100 million. The cumulative interest payments from January to Ju

According to the interbank foreign exchange market, on September 7, the USD/CNY midpoint rose to 6.7795, strengthening 8 points. Among other major pairs, the EUR/CNY fell to 7.8337 (down 60 points), GBP/CNY declined to 9.1158 (down 37 points), and AUD/CNY advanced to 4.8539 (up 52 points). The CAD/C

According to Cathie Wood's forecast shared by Guru Club on September 7, artificial intelligence could drive global real GDP growth of up to 15% over coming years as part of a broader tech revolution spanning AI, robotics, energy storage, blockchain, and life sciences. Wood also projects that global

Sept. 7, Bitcoin recovered to above $80,000, still about 37% below this year's all-time high. Meanwhile, US federal debt has exceeded $40 trillion, the fiscal deficit remains at about 6% of GDP, and long-term borrowing costs remain high. BloFin analysts said in a report that the “currency debasement trade” has not failed but has entered its second phase: the drivers have shifted from simple debt expansion to market assessments of whether the government will take action to lower borrowing costs.

Korean battery manufacturers face renewed financial pressure as the US Federal Reserve considers raising interest rates at its September 15-16 Federal Open Market Committee meeting, with markets pricing in approximately 60% probability of a hike. US auto loan rates remain elevated at around

According to financial filings analyzed by Yonhap Infomax on September 7, South Korea's semiconductor and battery manufacturers face mounting pressure as global interest rates surge, with U.S. 10-year Treasury yields approaching 5%. The analysis reveals starkly different impacts across sectors:

Nouriel Roubini, the New York University professor known as 'Dr. Doom' for predicting the 2008 global financial crisis, warned on the 6th (local time) that while the economic boom from artificial intelligence (AI) industry expansion could continue, a US-Iran war could significantly impact

According to Business Insider, on September 6, economist Nouriel Roubini warned that an escalating Iran-U.S. conflict and prolonged Strait of Hormuz blockade could significantly impact inflation and interest rates, despite potential AI-driven economic growth. He flagged oil supply disruptions,