United States Existing Home Sales (MoM) registered at 4.09M, below expectations (4.2M) in June

United States Existing Home Sales Change (MoM) dipped from previous 3.2% to -2.4% in June

ABN AMRO’s Rogier Quaedvlieg highlights that US labour-market conditions are weaker than headline unemployment suggests, as rapidly declining participation is holding the rate down.

DBS Group Research economist Sherilyn Chew notes that renewed geopolitical risk has lifted yields across Asia, but sees Indian G-Secs as offering a tactical opportunity. She argues the India sell-off is mainly macro repricing, with domestic fundamentals and structural demand intact.

TradingKey - 지속적으로 높은 글로벌 인플레이션 압력과 소비자의 위축된 소비 성향을 배경으로, 식음료 산업은 전례 없는 도전에 직면해 있다.목요일 미국 시장 개장 전, 글로벌 소비자 거두 펩시코(PEP)는 2026 회계연도 2분기 실적 보고서를 발표했다. 이번 보고서는 극명한 대조를 보였는데, 해외 사업의 강력한 성장이 전반적인 매출을 견인하며 시

ING strategists Michiel Tukker and Benjamin Schroeder note that the Federal Reserve’s June minutes confirmed a more hawkish stance despite an unchanged policy rate.

TradingKey - 레이트포스트(LatePost)의 보도에 따르면, 테슬라( TSLA) 공급망의 여러 소식통은 테슬라가 최근 협력사들에 구체적인 옵티머스(Optimus) 부품 조달 지침을 전달했다고 밝혔다. 테슬라는 올해 9월까지 주당 생산 능력을 1,000대로 늘리고, 연말까지 주당 2,000대에서 2,500대 규모로 추가 확대할 것을 요청했다. 연말

TD Securities strategists highlight that the June Federal Open Market Committee (FOMC) Minutes showed rising concern over inflation risks, even as the United States (US) labor market remains stable.

Russia Central Bank Reserves $ up to $721.7B from previous $715.2B

USD/JPY trades slightly lower on Thursday as a mildly softer US Dollar (USD) lends support to the Japanese Yen (JPY). At the time of writing, the pair is trading around 162.45, hovering near 40-year highs.

Geoff Yu at BNY Mellon highlights that Czech National Bank policy expectations have risen alongside the ECB, yet the Czech Koruna is sliding on a nominal effective basis.

The European Central Bank (ECB) released the accounts of its latest monetary policy meeting on Thursday, revealing growing concern among policymakers over persistent inflationary risks.

Societe Generale’s Jan Groen notes that the June Federal Open Market Committee (FOMC) minutes confirmed a hawkish hold, with the Summary of Economic Projections (SEP) showing an even split between members favoring unchanged or lower rates and those preferring hikes.

According to a report from the US Department of Labour (DOL) released on Thursday, the number of US citizens submitting new applications for unemployment insurance shrank to 215K for the week ending July 4.

United States Continuing Jobless Claims remains at 1.814M in June 26

United States Initial Jobless Claims 4-week average fell from previous 222K to 218.75K in July 3

United States Initial Jobless Claims below forecasts (218K) in July 3: Actual (215K)

Cryptocurrency prices are broadly rebounding on Thursday, following a dominant sell-off largely attributed to geopolitical tensions in the Middle East.

Christopher Wong highlights that the New Zealand Dollar (NZD) has strengthened after a hawkish Reserve Bank of New Zealand (RBNZ) rate hike, but higher Oil prices are capping gains.

TD Securities strategists have downgraded its Aluminium price outlook as supply recovers and demand softens. They now expect Aluminium to average $3,378/t in 2026 and $3,281/t in 2027, projecting smaller deficits and a move toward market balance while still ruling out a major rout.

TradingKey - 미국 동부 시간 7월 9일 장 시작 전, 미국의 3대 주가지수 선물이 혼조세를 보였다. 보도 시점 기준 Nasdaq 100 지수 선물은 0.64% 상승했고, S&P 500 지수 선물은 0.13% 올랐으며, 다우존스 지수 선물은 0.16% 하락했다.[출처: CME 그룹]원자재 시장에서는 국제 유가가 소폭 상승하여 WTI 원유 선물은 배

ING’s Warren Patterson notes that Oil prices fell after the US–Iran Memorandum of Understanding allowed Persian Gulf supply to recover faster than expected, while demand lagged.

Mexico 12-Month Inflation below forecasts (3.52%) in June: Actual (3.37%)

Mexico Headline Inflation below expectations (-0.13%) in June: Actual (-0.27%)

Mexico Core Inflation came in at 0.24%, below expectations (0.31%) in June

RaboResearch Global Economics & Markets discusses how Euro sentiment has cooled after optimism around Germany’s debt brake, with political risks and structural headwinds weighing on the currency.

TradingKey - 현지시간 목요일, 아스트라제네카( AZN)는 자사의 개발 중인 신약 와이누아(Wainua)의 핵심 후기 임상시험이 실패했다고 발표했으며, 이로 인해 미국 주가가 개장 전 거래에서 8% 급락한 173달러를 기록했다.출처: 구글 파이낸스(Google Finance)큰 기대를 모았던 이 약물은 전 세계적으로 약 50만 명의 환자에게 영향을