금융 뉴스 허브
실시간 글로벌 금융 시장 뉴스 · 분석 · 인사이트
BREAKING주요 뉴스
Germany’s flash Manufacturing PMI unexpectedly rises faster to 54.1 vs. 52.0 estimates
German flash HCOB Composite PMI rises moderately to 51.0 in August as the services sector activity c...
Euro: Gentle upside against US Dollar as greenback softens - ING
ING’s Chris Turner says EUR/USD remains well supported by broad Dollar softness. Expected mild euroz...
Brent: Oversold rebound risk for crude – TD Securities
Bart Melek at TD Securities argues that Strait of Hormuz disruptions have driven Oil inventories to historically low levels, leaving Brent oversold and vulnerable to a sharp short-covering rebound.
Goldman Sachs’ 1 Delta desk says AI’s biggest risk is the reflexive loop
The AI trade is beginning to look less like a gold rush and more like a toll road.
Japanese Yen: BoJ normalization supports JPY against US Dollar – MUFG
Lee Hardman at MUFG highlights that the Japanese Yen remains near year-to-date lows versus the US Dollar, with intervention risks limiting further weakness.
Malaysia: AI boom offsets energy shock risks – HSBC
HSBC strategists describe Malaysia as relatively resilient to elevated Oil prices thanks to its status as a net energy exporter and beneficiary of the AI (Artificial intelligence) hardware cycle.
Indonesian Rupiah : IDR recovery versus bond outflows – BNY
Geoff Yu at BNY identifies Indonesia as one of the clearest cross-asset signals in Emerging Markets (EM) APAC (Asia-Pacific).
United States UoM 1-year Consumer Inflation Expectations meets forecasts (4.6%) in June
United States UoM 1-year Consumer Inflation Expectations meets forecasts (4.6%) in June
United States Michigan Consumer Expectations Index registered at 50.7 above expectations (49.3) in June
United States Michigan Consumer Expectations Index registered at 50.7 above expectations (49.3) in June
United States Michigan Consumer Sentiment Index came in at 49.5, below expectations (50) in June
United States Michigan Consumer Sentiment Index came in at 49.5, below expectations (50) in June
United States UoM 5-year Consumer Inflation Expectation below expectations (3.4%) in June: Actual (3.3%)
United States UoM 5-year Consumer Inflation Expectation below expectations (3.4%) in June: Actual (3.3%)
Fed: Rate hikes seen unlikely – Commerzbank
Commerzbank’s Bernd Weidensteiner argues that despite market expectations for further Fed tightening, falling Oil and gasoline prices should lower U.S. inflation and ease pressure for hikes.
Brent: Hormuz risk premium still fragile – OCBC
OCBC’s FX strategists Sim Moh Siong and Christopher Wong highlight that Brent Oil has dropped sharply on optimism over the reopening of the Strait of Hormuz after a US–Iran deal, but warn markets may ...
New Zealand Dollar stabilizes after US inflation data as RBNZ hold expectations cap upside
NZD/USD trades around 0.5650 on Friday, up 0.05% at the time of writing, as the New Zealand Dollar (NZD) remains under pressure despite a weaker US Dollar (USD) following the latest US inflation data.