DXY & Forex

According to Yonhapinfomax, South Korea's 3-year government bond yield fell 5.3bp to 3.962% on October 2 morning, marking the first drop below the 4% level since September 10. The 30-year yield also declined 5.3bp to 4.499%, reaching its lowest level in over two months. The decline was driven by the

According to Bank of Korea data released on October 1, the country's overnight call rate stood at 3.05%, with trading volume reaching 14.21 trillion won. Reserve adequacy showed a shortfall of 2.2117 trillion won, while cumulative reserve surplus reached 20.8893 trillion won. Government coffers

Japan's Minister for Economic Revitalization Minoru Kiuchi stated recently that Japan has exited its deflationary state and therefore does not require excessively loose monetary policy to support higher

Donald Trump visited a Peterbilt factory in Texas on October 1 (local time) and stated that Iran will never possess nuclear weapons, while emphasizing that US tariff policies are reviving American manufacturing. Trump made multiple claims about the US economy, Iran's weakened state, and Venezuela's

According to Yonhapinfomax, on October 2, South Korea's 10-year government bond futures surged 55 basis points to 104.67 in early trading, driven by a significant reduction in October government bond issuance. The Ministry of Finance and Economy cut October's planned bond issuance by 5 trillion Kore

Japan's Economic Revitalization Minister Minoru Kiuchi recently stated that the Bank of Japan should continue maintaining close communication with the government when formulating and guiding monetary policy.

Insurance companies increased purchases of ultra-long Korean government bonds since early September, with the sector and pension funds net buying 2.72 trillion won of KTBs during this period following 2.3 trillion won in August net purchases. The 30-year KTB yield rose 4.9 basis points to 4.552% sin

According to Japan's Statistics Bureau, Tokyo's core consumer price index rose 2.7% year-on-year in September, exceeding the market expectation of 2.4%. The core-core CPI (excluding fresh food and energy) climbed 3%, up 1 percentage point from the prior month. Following the data release, the

Korean semiconductor export companies have accumulated record dollar holdings, but actual dollar supply to the foreign exchange (FX) swap market shows significant variation by timing, according to market analysis. Yuanta Securities strategist Lee Jae-hyung stated that semiconductor boom-driven forei

Robin Brooks, former Goldman Sachs foreign exchange analyst and Brookings Institution senior fellow, published analysis stating that the European Central Bank is the root cause of the debt crisis triggered by France's surging bond yields. Brooks wrote on X and Substack that French long-term

According to The Economist on October 1, major global nations' sovereign wealth funds and public pension funds are fundamentally shifting their overseas asset portfolios from traditional safe-haven assets like U.S. Treasury bonds and gold toward higher-yielding, higher-risk investments,

According to Yuanta Securities strategist Lee Jae-hyung, South Korea's FX swap market experienced significant volatility in late September despite abundant dollar liquidity from semiconductor export booms. One-month FX swap points fluctuated between minus 0.25 won and minus 0.75 won from September 2

According to former Goldman Sachs analyst and Brookings Institution senior fellow Robin Brooks, on October 1, the root of France's debt crisis lies with the European Central Bank, not French finances itself. Brooks stated that France's long-term government bond yields have reached a 20-year high

According to ING bank, on October 1, artificial intelligence accounts for only 20 percent of the increase in long-term bond yields, with inflation responsible for roughly 50 percent and fiscal deficits accounting for 30 percent. The bank further broke down AI's 20 percent impact: 70 percent stems

According to South Korea's central bank and international financial data, the USD Index declined 4.32% from 108.4 on January 31 to 103.7 on October 14, reflecting reduced dollar demand amid U.S. recession concerns. Despite this, the Korean won depreciated 0.08% over the same period, with the

According to BlockBeats, Trump reiterated on October 2 that the United States should have the world's lowest interest rates.

Korea Exchange has been attracting steady foreign investment inflows since launching its after-hours market operating from 4pm to 8pm on September 14. The extended trading hours for KOSPI and KOSDAQ markets have generated an average daily trading volume of 1.29 trillion won, with foreign investors c

Seoul foreign exchange dealers forecast on October 2 that the USD/KRW exchange rate will show limited fluctuations in the 1,350 range ahead of the US employment report release. While the global dollar is showing strength, the upper limit for USD/KRW is expected to remain heavy as negotiation

According to South Korea's Ministry of Economy and Finance, September consumer price inflation reached 2.9% year-over-year on October 2, down from 3.1% in August. The government noted that without its oil product price ceiling policy, which reduced the overall CPI by 0.6 percentage points, inflation

According to dealers surveyed by Yonhapinfomax on October 2, the U.S. dollar-Korean won exchange rate is expected to trade in a narrow range around the 1,350 level as market participants await the U.S. September employment report due to be released later in the day. The market anticipates nonfarm pa