DXY slid to its lowest since May after U.S. retail sales unexpectedly weakened, prompting traders to pare back expectations for a rate hike this year. Bond traders also pulled back wagers that the Fed will raise rates in 2026—a tightening narrative that had supported the dollar. The move leaves the dollar poised for its sixth weekly decline in seven weeks; last Friday’s soft labor market report and this week’s mild inflation prints added to the weakness.

韩股开盘，韩国KOSPI指数涨2.68%，三星电子涨2%，海力士涨6%。

Speculative investors increasingly price a RESERVE BANK OF AUSTRALIA hike in November as inflation remains above the bank’s 2%-3% target. Swap-market pricing now implies roughly a 45% chance of a 25bps RBA hike in November, up from about 38% before Tuesday’s rate decision. Turnover in ASX-traded interbank cash rate futures for November 2026 rose to its highest in over three months, signalling increased speculative activity. The moves suggest markets doubt the tightening cycle is over. Policymakers held rates steady this week; traders will watch upcoming inflation and jobs data for clues on whether another hike will be required this year.