DXY & Forex

According to E-Daily, the Korean foreign exchange market this week is closely monitoring the U.S. Federal Reserve's monetary policy stance, particularly following the June FOMC meeting minutes and Fed officials' remarks that could reshape rate-hike expectations. The won-to-dollar exchange rate

Foreign investors net sold over 156 trillion won of Korean stocks through July 3, driving the won to a 5.92% depreciation against the US dollar year-to-date. The selling spree — five times the scale of the 2008 financial crisis annual total — pushed the first-half average exchange rate to 1,484.56 w

According to Yonhapnews, in May, eight major South Korean credit card companies adjusted rates to reflect their inclusive finance approach and regulatory incentives for mid-tier lending. The average card loan interest rate declined slightly to 13.54% from 13.57% in April. However, borrowers with cre

According to Yonhapnews, in the first half of 2026, foreign investors conducted over 156 trillion won in net sales of Korean stocks, pushing the Korean won down 6% against the U.S. dollar. The won's depreciation rate ranks third among major currencies, following the Turkish lira (down 8.23%) and

According to Jin10 data, Brazil's Finance Minister Guido Mantega stated on July 5 that the credit measures introduced by President Luiz Inácio Lula's government will not weaken monetary policy. Mantega said the measures represent targeted sectoral support and did not impede the Brazilian Central

According to Bitcoin news citing U.S. Federal Reserve data, in May, U.S. M2 money supply (broad money supply) reached $23.05 trillion for the first time, surpassing the $23 trillion mark and hitting a record

ARK Invest CEO Cathie Wood challenged the de-dollarization narrative on Thursday, stating that foreign holdings of US Treasuries continue to rise despite selective selling by some central banks. Wood explained that recent Treasury sales by countries such as Japan and Turkey were primarily currency-d

On Thursday, ARK Invest CEO Cathie Wood pushed back against de-dollarization concerns, arguing that foreign holdings of US Treasuries remain broadly rising. According to Treasury data, foreign official institutions were net buyers of $41.6 billion in long-term US securities in April, contradicting t

According to Jin10, on July 4, ECB Governing Council member Mulan stated that inflation has fallen following recent oil price declines, putting the central bank in a favorable position. Mulan noted that the ECB's 2.25% interest rate is "very low" compared to other central banks, and the June rate

Foreign investors sold approximately $98 billion in Korean stocks year-to-date as the won-dollar exchange rate rose to the 1550s in July, following a breakthrough of 1500 won in May, according to Kyobo Securities. The selling is attributed to rebalancing by overseas passive funds. Despite a first-ha

According to Kyobo Securities, as of July 4, the USD/KRW exchange rate has surged to 1,550, up from 1,500 in May, driven primarily by foreign investors' continued equity sales. Year-to-date foreign stock liquidations total approximately $98 billion, matching the scale of South Korea's cumulative

Foreign investors' net selling of domestic stocks intensified on the 4th as the yen plunged to 162 per dollar, a 40-year low, according to iM Securities. The sharp yen depreciation is creating simultaneous downward pressure on the Korean won amid ongoing supply-demand instability in the stock

According to iM Securities, on July 4, the dollar-yen exchange rate broke through 162 yen for the first time in 40 years, accelerating yen weakness. The sharp depreciation is driven by both U.S. Federal Reserve policy uncertainty—strengthening the dollar—and structural factors weakening the yen. The

Bank of Russia Governor Elvira Nabiullina declared the central bank digital currency technologically ready ahead of its nationwide rollout on September 1, 2026. Under a July 2025 State Duma mandate, all 12 systemically important banks and large retailers must accept digital ruble payments from

According to overseas brokers, the USD/KRW 1-month non-deliverable forward (NDF) overnight rose to 1,526.65 KRW on July 4, up 2.10 KRW from Seoul's previous foreign exchange closing rate of 1,525.60 KRW. The bid price was quoted at 1,526.60 KRW, with the ask at 1,526.70 KRW. U.S. financial markets w

The won-dollar exchange rate dropped 30.20 won on the 3rd, closing at 1,525.60 won, driven by SK Hynix's American Depositary Receipt fund inflow expectations. Bloomberg reported SK Hynix plans to bring approximately $29 billion (about 45 trillion won) into South Korea on the 15th for semiconductor f

On July 3, SK Hynix' forward foreign exchange sales operations triggered a sharp weakening of the Korean won against the U.S. dollar, with the exchange rate falling approximately 30 points. The won/dollar rate movement coincided with increased trading volume from the semiconductor company's

The iShares MSCI Emerging Markets ETF (EEM) and the US Dollar Index have simultaneously risen in recent months, breaking their historical inverse correlation. This shift is driven by an AI investment surge that elevated semiconductor stocks—Taiwan Semiconductor, Samsung Electronics, and SK Hynix—to

According to EJFQ Research, the Hang Seng Index rose 295 points to 23,350 on Friday (July 4), gaining 2.05% over two days. Unexpectedly, the U.S. dollar index, typically pressuring emerging markets, surged 6.54% year-to-date to 101.8, its strongest level in over a year. Emerging market stocks,

According to Yonhap Infomax, South Korea's government bond futures showed mixed movement in overnight trading on July 4 as U.S. bond markets remained closed for Independence Day. The 3-year contract closed at 103.97, up 1 tick from the previous session, while the 10-year contract fell 3 ticks to 106