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BREAKING주요 뉴스
British Pound holds near 1.3500 as CPI relief meets Hormuz risk
The Pound Sterling holds firm within familiar levels after the US inflation report was aligned with ...
Update: US Equity Indexes Mixed After Annual Inflation Eases, Iran Geopolitics Worsens
(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.)...
Post-inflation relief supports risk appetite
In-line inflation figures have kept stocks on an even keel and given gold a boost, says Chris Beauch...
Chinese Yuan: Stronger fix guides gradual RMB gains – OCBC
OCBC strategists Sim Moh Siong and Christopher Wong highlight that USD/CNH dipped after a stronger USD/CNY fix below 6.80, the first such level since February 2023. They read this as policymakers bein ...
United States Dollar Index rises as Waller puts July Fed rate hike in play, CPI awaited
The US Dollar Index (DXY) regains momentum on Monday after hawkish remarks from Federal Reserve (Fed) Governor Christopher Waller boosted expectations of an interest rate hike as early as this month.
Singapore Dollar: Downside bias within established range against US Dollar – UOB
UOB’s Quek Ser Leang and Lee Sue Ann note that USD/SGD opened stronger after a quiet prior session, with upward momentum tentatively building but still facing resistance around 1.2945–1.2955. For the ...
Equities: Positioning signals recovery optionality – BNY
BNY’s Geoff Yu highlights that Emerging Markets (EM) equity positioning is heavily skewed toward South Korea and Taiwan, with the rest of EM seeing historically low allocations. China’s weakness and p ...
Canadian Dollar gains as Oil prices surge on Middle East supply risks
The Canadian Dollar (CAD) outperforms most of its major peers on Monday as renewed tensions in the Middle East push Oil prices higher amid fresh risks of supply disruption in the Strait of Hormuz.
Commodities: Forward curves and carry framework – Societe Generale
Societe Generale’s Michael Haigh and Jeremy Sellem note that the commodity complex has been resilient to Middle East tensions, with Oil gains capped and forecasts for prices at $70 by year end unchang ...
Japanese Yen: Higher energy prices pressure JPY – MUFG
MUFG’s Lee Hardman reports the Japanese Yen has weakened again, pushing USD/JPY back above 162.00 as higher energy prices and fading impact from last week’s verbal intervention weigh on the currency.
US Dollar: CPI, Fed speakers and Warsh testimony – Rabobank
Rabobank's Senior Macro Strategist Bas van Geffen highlights a US‑centric data and policy calendar, with June CPI expected to ease to 3.8% year‑on‑year and core inflation to 2.8%.
Fed: Inflation risks and policy hold – TD Securities
TD Securities economists Oscar Munoz and Eli Nir highlight that the June FOMC minutes were hawkish, with most participants ready to hike if supply-driven inflation persists.
Switzerland: Federalism and direct democracy as growth drivers – Commerzbank
Commerzbank’s Dr. Jörg Krämer describes Switzerland’s strong federalism and extensive use of financial referenda as key to its superior economic outcomes. Cantons and municipalities compete for taxpay ...
Iran warns US against Hormuz transit
Iran’s top joint military command issued a series of warnings on Monday over the Strait of Hormuz, saying any unauthorized United States (US) transit would be confronted and cautioning neighboring cou ...
Japanese Yen: GPIF narrative keeps FX volatility elevated – BNY
BNY’s Geoff Yu highlights that Japan remains a key source of two‑way FX volatility as markets digest conflicting signals on Government Pension Investment Fund (GPIF) allocations.