DXY & Forex

According to Goldman Sachs, arbitrage trades are currently operating in their best environment since 2000, strategist Stuart Jenkins said. Within G10 currencies, carry trades now make sense more than at almost any other point in the past two decades. Goldman Sachs currently favors deploying such tra

According to economist Mohamed El-Erian on X today (July 10), Japan's Finance Minister stated that encouraging domestic financial asset investment—including households and the Government Pension Investment Fund (GPIF)—is a priority. Following the statement, 10-year Japanese government bond yields f

According to ING analyst Francesco Pesole, as reported by Jin10, recent U.S.-Iran military escalation has boosted market expectations for another European Central Bank rate hike, though the euro's upside remains constrained. The renewed conflict has driven EUR/USD short-term swap spreads to

KB Securities analyst Im Jae-kyun predicts the Bank of Korea will raise its base rate by 25 basis points unanimously at the July Monetary Policy Committee meeting. The analyst stated this decision comes as the hawkish stance shows signs of easing, with inflation and exchange rate concerns somewhat a

The USD/JPY exchange rate broke below the 162 yen line during the Tokyo session on July 10, trading at 161.492 yen as of 2:09 PM, down 0.53% from the previous session. The yen's strength was driven by the Japanese government's announced policy to encourage domestic asset investment and official

According to KB Securities analyst on July 10, South Korea's central bank is expected to unanimously raise the benchmark rate by 25 basis points at its July monetary policy committee meeting. June consumer inflation rose 3.16% year-over-year, but month-over-month gains slowed to 0.06% due to

According to Yonhap Infomax, on July 10, the USD/JPY exchange rate fell through the 162 yen level, trading at 161.492 yen in Tokyo afternoon sessions, down 0.53% from the previous close. Japan's finance ministry and economic officials signaled support for

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