DXY & Forex

South Korean bond markets maintained a cautious stance on July 21, closely monitoring Middle East-related headlines as Houthi rebels declared a maritime blockade against Saudi Arabia. The market weakness centered on short- to medium-term bonds, driven by heightened inflation concerns and

According to CNBC on July 20, Jamie Dimon, CEO of JPMorgan Chase, stated he would not buy stocks or long-term U.S. Treasuries at current prices. Dimon expressed concern that investors are underestimating global economic risks, signaling skepticism about valuation levels across major asset

According to Jin10 Futures, the CFETS-NEX Chinese yuan funding sentiment index reported 49 as of 08:45 on July 21, up 2 points from 16:00 on July 20. Among institutional segments, large banks posted 48 (up 2 points), mid-size banks reached 50 (up 1 point), and non-bank institutions recorded 48 (up 2

Korean retail investors purchased $1.9477 billion in US stocks from January 1 to 17, according to Korea Securities Depository data released on January 21. This represents a more than threefold increase from the previous month's net purchases of $632.95 million. The shift occurred as KOSPI dropped fr

According to Securities Daily, since early July, multiple banks have raised U.S. dollar fixed-deposit rates, with some products reaching 4% annualized yield. Chinese banks initiated the increases, followed by foreign banks seeking to attract dollar deposits and boost their marketing

According to CITIC's research report, since June, as semiconductor stocks began adjusting, global markets have entered a "mid-season break" consolidation phase following a steep rally. The firm expects continued market adjustments in Q3, driven by monetary policy uncertainty, surging financing

The won-dollar exchange rate fell to the 1470 won range following a peak of 1560 won on the 1st, with analysts attributing the decline to SK Hynix's American Depositary Receipt (ADR) listing on Nasdaq. According to financial investment industry sources on the 21st, KB Securities researcher Oh

According to Korea Economic TV, SK Hynix listed its American Depositary Receipt (ADR) on the Nasdaq on July 21, raising approximately $26.5 billion. The offering has coincided with a significant strengthening of the South Korean won against the

According to U.S. officials, the Trump administration announced it will impose 50% tariffs on certain Canadian goods including dairy, hockey sticks, and cement, effective in 30 days under Section 338 of the 1930 Tariff Act. Energy, potash, fish products, and critical minerals are exempt, as are good

According to Yonhapinfomax, South Korea's 3-year government bond futures rose 3 ticks to 102.79 overnight on July 21, while 10-year bonds fell 4 ticks to 105.01. U.S. Treasury yields climbed sharply, with 10-year and 30-year rates up 4.40 basis points and 4.20 basis points respectively from the

IBK Investment & Securities released a report on the 21st analyzing foreign investor selling patterns in Korean stocks, concluding that while short-term oversold conditions suggest a potential rebound by late July, medium to long-term structural risks could trigger renewed selling pressure during an

According to IBK Securities analyst Byun Jun-ho, foreign investor selling pressure in South Korean equities has peaked in the short term, with KOSPI potentially rebounding from late July. However, the analyst noted that momentum could weaken again if economic growth and semiconductor demand slow

According to a CNBC interview released late Monday, JPMorgan Chase CEO Jamie Dimon said he would not purchase stocks or long-dated U.S. Treasurys at their current prices, warning that markets are underestimating geopolitical and fiscal risks. Dimon cited wars in Ukraine and the Middle East,

New Zealand's second quarter consumer price inflation came in at 4.1% year-over-year, exceeding the 4% forecast and up from 3.1% in the prior quarter.

According to Yonhapinfomax, the U.S. dollar strengthened on July 20 as Houthi rebels declared an immediate naval blockade on Saudi Arabia, triggering concerns over disruption to oil shipments through the Red Sea. The dollar index (DXY) rose to 100.952, up 0.223 points or 0.221%. The dollar-yen

US Treasury yields rose on the 20th, with the 10-year note climbing 5.60 basis points to 4.5980% as of 3pm Eastern Time, as Yemen's Houthi rebels declared a maritime blockade against Saudi Arabia and UK Prime Minister Andy Burnham stated his government would use "all flexibility" within existing

According to Deputy Governor Zou Luan of the People's Bank of China (PBOC), the second half of 2026 will see monetary policy strengthen countercyclical and cross-cyclical adjustments based on domestic and international economic conditions. As government bond issuance accelerates in the third

According to CME Fed Watch as of July 21, the probability of the Federal Reserve maintaining interest rates unchanged in July stands at 84.5%, with a 15.5% probability of a 25 basis point rate hike. Looking ahead to September, the Fed has a 36% probability of holding rates steady, a 55.1% probabilit

The U.S. dollar strengthened on July 20 (Monday), with the Dollar Index (DXY) rising 0.2% to 100.94, as Middle East tensions escalated and geopolitical risk sentiment lifted. President Trump posted on Truth Social that Iran would pay "many times over" for each U.S. soldier killed, instructing

According to Jayati Bharadwaj, head of foreign exchange strategy at TD Securities, the US dollar is likely to remain near current levels ahead of November midterms, given risks of a full-scale conflict between the US and Iran after the elections. Bharadwaj stated that a complete escalation of