South Korean regulators' measures to curb leveraged-ETF demand that recently amplified market swings have sharply reduced trading in leveraged ETFs tied to the country's two major chip firms. The KODEX single-stock leveraged ETF tracking SK Hynix, one of South Korea's largest single-stock leveraged ETFs, saw volume fall to 59.0 mln shares on Monday, the lowest since June 4; a Samsung Electronics-linked leveraged ETF also logged its lowest volume since its late-May launch. NH Investment Securitie

Evercore ISI said the Fed’s foreign and international monetary authorities (FIMA) repo facility is unlikely to sustain prolonged U.S.-Japan intervention to defend the yen. The facility lets overseas holders use U.S. Treasuries as collateral to obtain dollars without selling securities in the open market, but it is capped at $60bn per counterparty per day—only slightly above Evercore’s estimate of Japan’s one-day intervention last Thursday. Strategists warned a capped repo could invite market testing of U.S. and Japanese resolve if defending the yen required large-scale Treasury sales. The facility is designed to provide short-term liquidity, not durable financing: borrowings must be rolled to persist and rates are set above private repo costs, signalling it is not intended for routine or sustained FX intervention.

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