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실시간 글로벌 금융 시장 뉴스 · 분석 · 인사이트
BREAKING주요 뉴스
Iran says it has a "new operational plan" if the US resumes attacks
A secretary of Iran’s Supreme National Security Council, Mohsen Rezaei, warned on Sunday that Tehran...
Latvia calls for visa ban on Russians
Prime Minister Andris Kulbergs links travellers to escalating hybrid threats from Moscow...
America’s $10tn AI infrastructure boom is starting to fray
A vast bet on the future of the technology is running into the unforgiving economics of the physical...
COT report – September 25, 2026
Weekly futures-market positioning across major currencies, energy and metals. COT is a positioning indicator and should not be interpreted as a standalone price forecast.
CFTC Report: Defensive currency positioning takes hold
The week in one sentence: Sterling and Euro shorts deepened in the week to September 22, while Yen longs were cut sharply. Oil positioning improved despite a steep price decline, and Gold exposure rem ...
South Korean Won: Export strength supports KRW – Societe Generale
Societe Generale notes the Korean Won has been one of Asia’s standout performers, with USD/KRW slipping from around 1,390 to 1,360 as local exporters sold Dollars ahead of the Chuseok holiday.
Chinese Yuan: Consolidation with downside risk toward 6.7330 – UOB
UOB’s Quek Ser Leang and Lee Sue Ann describe USD/CNH as consolidating after a move to 6.7200, with momentum slowing in the very near term.
US Treasury yields rise as 30-year bond hits 22-year high
US Treasury yields turned mixed on Friday as the long-end of the curve, the 20s and 30s, posted gains while the short-end and the belly of the yield curve retreated from multi-year high levels. The US ...
South Korean Won: Trade surplus seen widening – ING
ING’s Asia-Pacific research notes that South Korea’s upcoming data should show stronger industrial production and a widening trade surplus, even as export and import growth moderates. Technology and s ...
The hard asset decade has begun – Do you own enough? [Video]
Gold moved first. Industrial Metals followed. Energy is repricing now. Agriculture could be next.
Economics week ahead
Next week will be busy. We expect consumer spending to rise 0.8% in August, while income growth of 0.5% and annual BEA revisions should show a resilient U.S. economy. The PCE deflator is expected to f ...
United States CFTC Gold NC Net Positions: $225.9K vs previous $230.3K
United Kingdom CFTC GBP NC Net Positions: £-82.6K vs previous £-58.7K
United States CFTC S&P 500 NC Net Positions down to $-133.2K from previous $-100.5K
Japan CFTC JPY NC Net Positions fell from previous ¥120.4K to ¥72K