DXY & Forex

Oh Gun-young, head of Shinhan Bank's Premier Pathfinder division, advised investors on the 9th not to focus excessively on whether the Federal Reserve raises interest rates, but rather on the economic environment driving those rate decisions. In an interview with Yonhap Infomax, Oh stated that the c

Bank of Korea Governor Shin Hyun-song is scheduled to testify at the National Assembly Finance Committee on this date as the central bank's blackout period begins. The Seoul bond market is closely watching for any policy signals despite communication restrictions ahead of next week's rate

South Korean bond market participants focused on Bank of Korea Governor Shin Hyun-song's remarks during the parliamentary Finance and Economy Committee report on this day. The silent period begins on this day, limiting the likelihood of significant monetary policy information. International oil

According to Hana Bank's research team, on July 9, the lender recommended a portfolio allocation of 70% stocks, 15% U.S. bonds, and 15% gold for the second half of 2026. The bank expects lower odds of U.S. rate hikes, citing temporary strength in employment and moderating oil prices, arguing that

Foreign capital flows into South Korea's bond market shifted composition following World Government Bond Index (WGBI) inclusion, with Europe closing the gap on Asia. The share gap between Asia and Europe in foreign bond holdings narrowed from 4.7 percentage

According to Financial Supervisory Service data released on July 9, the gap between Asian and European foreign investors' holdings in Korean bonds narrowed to 0.4 percentage point by end of May, from 4.7 percentage points in late December. Asia's share of total foreign bond holdings fell to 40.0% by

According to the Ministry of Commerce and nine other government departments, China announced on July 9 support for digital RMB use in consumption voucher distribution and settlement processes. The initiative aims to leverage digital RMB smart contracts to enable efficient fund turnover and precise s

According to overseas brokers, the USD/KRW 1-month NDF rose to 1,504.90 won (mid) on July 9, up 7.40 won from Seoul's previous close of 1,498.50 won. The U.S. dollar faced weakness as international oil prices retreated following President Donald Trump's remarks that he does not seek a prolonged

Japan's 10-year government bond yield rose to 2.880% today, reaching its highest level since September 1996.

The dollar-won exchange rate fell below 1,500 won on July 8 for the first time in 40 days, while stablecoin prices on Korean cryptocurrency exchanges showed a decline one day earlier on July 7. The exchange rate reached an intraday low of 1,498.10 won, the lowest level since the May 29 intraday low

According to WSJ reporter Nick Timiraos, the Federal Reserve's June meeting minutes reveal that disagreements among officials stem from differing inflation forecasts, not fundamental policy disagreements. The Fed has identified two scenarios: if inflation remains elevated, nearly all officials

According to Yonhap Infomax, on July 9, the USD/KRW exchange rate fell to 1,498.10 won intraday, marking its lowest level since May 29 and the lowest in 40 days. Notably, dollar-pegged stablecoins USDT and USDC declined below the 1,500 won level approximately one day before the official foreign exch

According to Federal Reserve meeting minutes from June 16-17, released on July 9, a minority of officials saw merit in an immediate rate hike due to persistent inflation concerns. However, the broader consensus reflected a split view: most officials acknowledged scenarios where inflation could

Japan's broad money supply (M2 plus certificates of deposit) grew at an annual rate of 4.5% in June, down from 4.7% in the prior month.

Japan's M3 money supply growth rate declined to 1.5% year-on-year in June, down from 1.7% in the previous month.

Foreign investors had a net outflow of 5.9 billion yen from Japanese bonds in the week ending July 3, according to Japanese financial data. This represents a significant improvement from the prior week's net outflow of 493.7 billion yen.

For the week ending July 3, Japan recorded net outflows of 218.1 billion yen from foreign bonds, improving from net outflows of 280.1 billion yen in the previous week.

Japan's M2 money supply growth decelerated to 2.2% year-over-year in June, down from 2.5% in the prior month.

According to Seoul Foreign Exchange Brokerage, the Korean won-to-U.S. dollar exchange rate is expected to explore its direction around the 1,500 won level on July 9. The dollar is strengthening due to renewed geopolitical concerns following the collapse of the U.S.-Iran ceasefire and rising

According to Seoul Bond Market, South Korea's government bond futures fell overnight on July 9 amid a surge in international oil prices. The 3-year government bond futures contract declined 17 basis points to 102.95, while the 10-year contract dropped 35 basis points to 105.56. Foreign investors