DXY & Forex

According to Yoshimasa Maruyama, an economist at Sumitomo Mitsui DS Securities, the Bank of Japan should accelerate increases in its policy rate amid accelerating inflation, on October 14. Maruyama expects the BoJ to raise rates to 1.50% in December 2026 and further to 1.75% by March 2027,

According to a report on October 14, Quek Ser Leang, senior technical strategist at United Overseas Bank's global economics and markets research division, stated that the dollar index's upward momentum is weakening, suggesting limited room for further gains. The index may enter a consolidation

According to Bank of Thailand Deputy Governor Piti Disyatat at the IMF-World Bank annual meetings on October 14, the central bank's communication approach has not undergone major changes that would make monetary policy harder to predict. Disyatat said market participants can analyze the

According to ChainCatcher, BlackRock Investment Institute on October 14 raised its allocation rating on U.S. Treasuries, ending nearly six years of underweight positioning, citing higher Treasury yields offering more attractive potential returns. Simultaneously, the firm downgraded U.S. equities to

Ray Dalio, founder of Bridgewater Associates, the world's largest hedge fund, identified the rollover of US Treasury debt as the biggest risk in the American bond market in a blog post on the 14th. Dalio stated that while discussions of Treasury funding focus on fiscal deficits and new debt

According to Ray Dalio in a blog post on October 14, the Bridgewater Associates founder warned that U.S. Treasury debt rollover—not new issuance—poses the greatest risk to the bond market. Marketable U.S. debt reached approximately $32 trillion as of late September, up 8% year-over-year, with the Tr

According to IMF Managing Director Kristalina Georgieva, the U.S. requires additional measures to address expanding government debt and fiscal deficit challenges. Economic growth alone is insufficient to offset high deficits and elevated interest expenses, Georgieva stated in

Federal Reserve Governor Lisa Cook declined to attend a White House hearing scheduled for November 5 over mortgage fraud allegations raised by President Donald Trump. Cook's attorney, Abbe Lowell, sent a letter to the White House on October 14 stating Cook would be in Europe on official

According to official data released today, China's September CPI rose 0.9% year-over-year, while PPI climbed 5.0% year-over-year—the largest increase since June 2022. Exports surged 36.3% on-year and imports rose 31.0%, both exceeding forecasts. In Hong Kong equity markets, the Hang Seng Index rose

Korean treasury yields rose during the current trading session, with long-term rates climbing more sharply than short-term rates, resulting in a steeper yield curve. The 3-year benchmark yield increased 3.7 basis points

According to Yonhapnews, South Korean government bond yields rose sharply on October 14, with the 10-year yield climbing 4.7 basis points to 4.267%. The 3-year yield increased 3.7bp to 3.889%, while the 30-year yield gained 3.4bp to 4.353%, marking a steepening of the yield curve. Foreign

According to Apollo Global Management, yesterday (October 13), the 10-year U.S. Treasury yield has risen approximately 100 basis points since the start of 2026. The asset manager attributed the increase to two primary factors: a rise in expected real short-term rates driven by oil prices and

The USD-KRW exchange rate fell 7.70 won to 1,337.40 won as of 11:00 AM on the 14th in the Seoul foreign exchange market, down from the prior trading day's close of 1,345.10 won. The decline was driven by exporter dollar sales and net selling of approximately 56,000 dollar futures contracts by foreig

According to Yonhap Infomax, South Korea's KORIBOR (Korea Inter-bank Offered Rates) as of October 14 at 11:00 AM showed the 12-month tenor at 3.99%, down 0.02% from the previous day. The 6-month rate stood at 3.74%, while the 1-week, 1-month, 2-month, and 3-month rates were at 3.00%, 3.13%, 3.25%, a

According to BlockBeats, on October 14, Boston Federal Reserve President Susan Collins stated that the Fed may need to raise rates further before year-end to ensure inflation returns to its 2% target in a timely and sustained manner. Collins noted that decisions on further policy tightening and

Market participants are closely monitoring the Bank of Korea's October Monetary Policy Committee meeting, scheduled approximately one week from now. Semiconductor stocks have fallen sharply amid concerns over AI profitability and intensifying competition from Chinese chipmakers, prompting

The Indian rupee appreciated to 94.9575 against the U.S. dollar as of October 14, gaining 0.3% intraday and nearly 2% over the past week.

According to Jin10, on October 14, offshore yuan HIBOR (Hong Kong interbank offered rate) showed mixed movement across tenors. The one-year HIBOR rose to 1.77924%, marking the highest level since March 31. Overnight HIBOR retreated 3 basis points to 1.40000%, while one-week HIBOR declined to 1.43788

Institutional investors in South Korea gained relief as certificate of deposit (CD) rates rose above government bond rates, ending a brief period of rate inversion. On the previous trading day, the 91-day CD rate reached 3.240%, exceeding the 3-month treasury bond rate of 3.216% by 2.4 basis

According to Yonhapinfomax, yesterday (Oct 13) South Korea's 91-day certificate of deposit (CD) rates reversed above 3-month Treasury yields, climbing to 3.240% compared to the Treasury rate of 3.216%, a 2.4 basis point spread. The rate inversion had persisted for approximately 10 trading days