DXY & Forex

According to Deutsche Bank's latest report, foreign capital inflows into U.S. stocks now exceed purchases of U.S. treasuries, signaling a shift that erodes the dollar's traditional safe-haven status. Deutsche Bank strategist Mallika Sachdeva noted that while U.S. technology leadership continues

The Reserve Bank of Australia (RBA) faces heightened expectations for an August interest rate hike, according to Westpac's Chief Economist Lucy Ellis. In a report released on local time, Ellis stated that recently published inflation and labor market indicators largely met expectations, and the RBA

According to Westpac's chief economist Lucy Ellis on July 10, the Reserve Bank of Australia's (RBA) likelihood of raising its benchmark rate in August has increased. Recent inflation and labor market data aligned with expectations, reinforcing confidence in an August rate hike amid supply shocks. We

State Street strategist Daniel Gerard reported in June that institutional investors reduced South Korea equity exposure while continuing to increase Taiwan holdings, despite both markets being in overweight positions. The State Street Risk Appetite Index surged from 0.09 in April to 0.45 in June, re

According to sources, South Korean shipbuilder Hanwha Ocean sold approximately $2 billion on the U.S. dollar-Korean won forward market on Friday (July 10). The company has not commented on the transaction.

France's harmonized CPI (year-on-year) for June came in at 2% on a final basis, matching the forecast and remaining unchanged from May. The reading reflects stable inflation trends in the eurozone's second-largest

France's harmonized consumer price index (HCPI) declined 0.3% month-over-month in June, matching both the forecasted figure and the prior month's reading of -0.3%.

According to a Goldman Sachs report, on July 7, the People's Bank of China, Hong Kong Monetary Authority, and Securities and Futures Commission announced 11 measures to deepen financial cooperation between Hong Kong and mainland China. Key measures include increasing the total RMB business funding a

Nomura Securities assessed that South Korea's underlying inflationary pressure has eased, according to a report released on July 10. Park Jung-woo, economist at Nomura Securities, noted that June personal services inflation declined to 3.4% year-on-year from May's 3.7%, signaling reduced baseline in

According to Jin10, as of July 2026, the Bond Connect cross-currency swap program (Swap Connect) has reached 100 overseas investors, with steadily growing transaction volumes. In the first quarter of 2026, transaction volume reached 1.78 trillion yuan, up 26% year-over-year. Launched in May 2023, Sw

ING Bank forecasts the US Federal Reserve will not raise interest rates this year and will maintain a prolonged freeze, according to a monthly global economic outlook report released on the 9th (local time). The Dutch bank's base scenario sees the Fed holding its policy rate at current levels

According to LS Securities analyst Yum Seung-hwan, foreign investors' large-scale selling on July 9 was driven by mechanical rebalancing requirements of overseas funds rather than negative economic forecasts for South Korea. Yum appeared on YouTube channel Kim Jaewon TV, which has over 551,000

According to ING Bank's global economic outlook report released on July 9, the Dutch lender forecasts the Federal Reserve will maintain interest rates at current levels through mid-2027 and begin a gradual easing cycle in the second half of 2027. ING noted that market expectations for rate hikes

According to Jin10, on July 10 at 22:00 Beijing time, major foreign exchange options expiring include EUR, GBP, and JPY contracts. Five strike prices with notional values exceeding $1 billion are set to expire, requiring active risk

Korea Housing Finance Corporation (KHFC) on July 10 successfully sold 4.9 trillion won in mortgage-backed securities (MBS) across eight maturities, marking its first full sale after a prolonged period of partial failures. The successful issuance followed easing volatility in Korea's bond market,

According to Federated Hermes Chief Market Strategist Phil Orlando, the Federal Reserve is unlikely to raise rates by 25 basis points in July, contrary to growing investor expectations. Orlando stated the Fed should ignore what he views as temporary energy supply shocks and maintain rates

According to the Financial Investment Association, foreign investors' holdings of domestic Korean bonds surpassed 352 trillion won by the end of June, as continued inflows from the Global Aggregate Bond Index (WGBI) inclusion supported demand. In June alone, foreign investors made net purchases of o

Korean stock markets are facing renewed concerns about yen carry trade unwinding risks similar to the August 5, 2024 circuit breaker event, when KOSPI plunged 8.8% and KOSDAQ fell over 11% following Nikkei's 12.4% crash. The Bank of Japan raised its benchmark rate to 1.0% from 0.75% last month,

According to Einfomax, Japan's 10-year government bond yield surged to 2.90% on July 9, reaching its highest level in approximately 30 years since September 1996. The surge coincides with growing concerns about potential yen carry trade unwinding, as Japan's Bank of Japan (BOJ) raised its

According to Japan's Finance Minister Katagiri Koyuki, on July 10, the yen rebounded 0.7% to 161.29 against the U.S. dollar after the minister urged pension funds to increase domestic asset allocation. However, some investors questioned the sustainability of the yen's gains, citing ongoing