DXY & Forex

According to JTB, Japan's outbound tourist numbers are expected to decline 8.8% to 2.17 million during summer holidays (July 15-August 31), marking the first decline since the post-pandemic recovery began in 2023. Weak yen and rising costs are curbing demand, particularly for long-haul

Hyundai Research Institute projected on July 12 that the US neutral interest rate will rise to the 4% range in the second half of this year, urging policy responses to prepare for tightening shocks from the United States. The institute's report estimated the Q2 2025 US neutral rate at 3.82%

According to Hyundai Economic Research Institute on July 12, the U.S. neutral rate is projected to reach 3.97% in the third quarter and 4.09% in the fourth quarter of 2026, both exceeding the Federal Reserve's current target range of 3.50%-3.75%. The institute forecasts the neutral rate will peak at

Robert Kiyosaki issued a warning on July 9 in a post on X, stating that financial assets requiring institutional trust could face destruction in a coming crash and possible depression. The 'Rich Dad Poor Dad' author cited the book 'The Entropy Trap' while reiterating concerns he has voiced for

According to Robert Kiyosaki's July 9 X post, the Rich Dad Poor Dad author warned that "any asset that requires 'trust' will be destroyed in the coming crash and possible Depression." He specifically cited U.S. bonds, stocks, ETFs, mutual funds, 401k and IRA retirement accounts, and fiat

US stocks investors will focus on second-quarter corporate earnings and June inflation indicators this week amid renewed US-Iran conflict. Trump declared the ceasefire memorandum of understanding with Iran ended, and US military conducted consecutive strikes on Iran, yet WTI August futures

According to analyst Kim Nam-hyun, South Korea's bond market weakened last week (July 3-10), with long-term yields rising sharply. The 30-year and 50-year government bond yields reached all-time highs, while the yield curve steepened. Specifically, the 3-year bond yield

According to E Daily and Seoul Foreign Exchange Brokerage, the Korean won-to-dollar exchange rate entered the 1,400 won level on July 11 following SK Hynix's successful listing on the U.S. stock market. The currency is expected to fluctuate around the 1,500 won level this week before potentially

SK Hynix raised approximately $26.5 billion through a Nasdaq American Depositary Receipt (ADR) offering on the 10th, with funds scheduled for deposit on the 14th. The company plans to convert the majority of proceeds into Korean won for domestic investments including the Yongin semiconductor

According to CME FedWatch, as of July 12, the Federal Reserve has a 65.8% probability of holding interest rates unchanged and a 34.2% probability of raising rates by 25 basis points in July.

According to Herald Economics, South Korea's stock market will face key events next week, including the release of U.S. consumer price index (CPI) data, corporate earnings announcements, and the Bank of Korea's monetary policy committee decision on benchmark interest rates. Market participants are f

According to an IMF working paper released on July 11, dollar stablecoins could improve access to foreign currency but may also help coordinate exits from local currencies during periods of severe exchange-rate

According to RBC Wealth Management strategist Thomas Garretson, the Federal Reserve could raise rates in 2026 to reverse the 75 basis points of "insurance cuts" implemented by Fed Chair Kevin Warsh's predecessor Jerome

The Bank of Japan's interest rate hike trajectory will likely defend the dollar-yen exchange rate at 165-170 yen despite the yen reaching its weakest level in 40 years, according to analysis from Kyobo Securities. The primary driver of recent yen weakness is fiscal expansion concerns under Prime

According to Kyobo Securities, on July 12, the Japanese yen is reaching its weakest level in 40 years as the Bank of Japan (BOJ) maintains its interest rate hike stance. Analysts forecast the dollar-yen exchange rate will be defended at the 165-170 yen level, provided the BOJ does not abandon its

US military strikes on Iran triggered a sharp surge in international oil prices and US Treasury yields, according to analysis from iM Securities released on the 11th. The attacks reversed the downward trend in crude oil markets, with West Texas Intermediate (WTI) prices jumping from the $68 per

According to Financial News and Yonhap News, on July 9, South Korea's investor deposit fund fell to 107.1 trillion won, the lowest level in five months, as market volatility prompted retail investors to either buy at lower prices or withdraw cash. The decline signals diminishing ammunition to

According to iM Securities, U.S. military strikes on Iran on July 11 triggered a sharp surge in crude oil prices and elevated U.S. Treasury bond yields, raising inflation concerns. West Texas Intermediate (WTI) crude jumped to $74 per barrel from lows near $68, with prices exceeding $76 on July 8. U

According to Jin10 Data Center, CME foreign exchange commodity trading volume report was updated on July 10.

On July 10, the People's Bank of China held a seminar with PBOC Party Committee Secretary and Governor Pan Gongsheng in attendance. Zhu Min, dean of Tsinghua University's National Institute of Financial Research and former IMF deputy managing director, delivered a presentation titled "The