금융 뉴스 허브

Carry Trade: Supportive backdrop holds – OCBC

OCBC’s Sim Moh Siong and Christopher Wong note that in-line United States (US) inflation and a modestly lower probability of a September Federal Reserve (Fed) hike have left the US Dollar (USD) broadl ...

Why SpaceX bonds disagree with the stock

SpaceX (SPCX) has been public for two months. In that time, the equity has been 67% above its $135 offering price and more than 20% below it, and it now sits near $146, having covered an enormous dist ...

United States 4-Week Bill Auction down to 3.625% from previous 3.64%

United Kingdom: Upside GDP surprise, limited BoE impact – TD Securities

TD Securities reports that United Kingdom (UK) Gross Domestic Product (GDP) for June surprised to the upside at 0.3% m/m, driven by a strong services sector expanding 0.4% m/m. May was revised to flat ...

Poland: Fuel-driven inflation rise contained – ING

ING’s Adam Antoniak explains that Poland’s July CPI rose mainly due to higher fuel prices after VAT normalization, removal of the fuel cap and increased Oil costs following the US–Iran MoU collapse.

India: Inflation path higher into FY27 – Standard Chartered

Standard Chartered strategists have raised its FY27 Consumer Price Index (CPI) inflation forecast to 4.9% from 4.5%, citing higher food and retail fuel prices. They now expect broader price pressures, ...

United States: Equities favored over Treasuries – BNY

Geoff Yu at BNY argues that the loss of some U.S. exceptionalism has not translated into a broad exodus from U.S. assets. Cross-border investors maintain high U.S. equity allocations, supported by tec ...

Canadian Dollar steadies as falling Oil offsets US Dollar weakness

USD/CAD trades around 1.3940 on Thursday at the time of writing, virtually unchanged on the day. The pair remains caught between two opposing forces: The US Dollar (USD) weakens following softer-than- ...

United Kingdom: Softer second-half growth expected – Societe Generale

Societe Generale’s Sam Cartwright notes United Kingdom (UK) Gross Domestic Product (GDP) rose 0.4% qoq in 2Q26, driven mainly by business investment and resilient consumer spending.

Euro holds steady against Pound Sterling despite steady UK growth

EUR/GBP is trading sideways on Thursday near the 0.8540 level, with the Euro (EUR) steadying after three consecutive days of losses despite the Pound Sterling (GBP) gaining support from UK economic gr ...

United States EIA Natural Gas Storage Change came in at 36B, above expectations (31B) in August 7

Canada: Spending resilience with energy pressures – RBC

Royal Bank of Canada (RBC) analysts Rachel Battaglia and Abbey Xu note Canadian consumers kept spending in Q2 despite weak real wage gains and higher energy costs.