ING strategists Ewa Manthey and Warren Patterson highlight that China’s latest trade data show continued weakness in copper imports, with unwrought volumes down 11.5% year-on-year and concentrate flows also softer.

TradingKey - 로켓랩 주가는 실적 발표를 앞두고 상승세를 보였으나, 재무 실적이 시장의 매우 높은 기대치에 미치지 못할 수 있어 잠재적으로 주가 하락을 유발할 가능성이 있다.미 동부 시간 기준 8월 10일, 상업 우주항공 분야의 선도 기업 로켓랩( RKLB)은 2026년 2분기 실적 발표를 하루 앞두고 주가가 강하게 반등했다. 개장 전 거래에서 로

Ripple (XRP) holds firmly above the $1.00 near-term support at the time of writing on Monday. The remittance token’s upside is capped under key descending moving averages, undermining the broader technical outlook.

MUFG’s Derek Halpenny notes that weaker US jobs data have not triggered a strong reaction in Dollar or rates, as markets await key Consumer Price Index (CPI) releases and another Nonfarm Payrolls (NFP) before the September Federal Open Market Committee (FOMC).

Rabıobank's Senior FX Strategist Jane Foley discusses recent EUR/USD strength, noting it was mainly driven by a softer Dollar after weak United States (US) labour data reduced Federal Reserve (Fed) rate hike expectations.

TD Securities strategists expect the Reserve Bank of Australia (RBA) to leave the cash rate unchanged at 4.35%, noting that policy is already restrictive and that Australian activity, particularly housing, is slowing in response to earlier hikes.

BNY’s Wee Khoon Chong highlights that long-end JGB yields are rising on inflation and fiscal concerns, with markets pricing a roughly 50% chance of a 25bp BoJ hike in September and a full hike by year-end.

ING analysts Ewa Manthey and Warren Patterson note that Oil prices remain supported by uncertainty around the Strait of Hormuz as US-Iran negotiations continue.

Silver (XAG/USD) struggles to extend its gains on Monday following last week’s strong breakout as traders assess the Federal Reserve’s (Fed) interest rate outlook amid risks on both sides of its dual mandate.

퀀터릭스 2026년 2분기 실적: 가이던스 하향 조정 속 매출 34% 증가

모터카 파츠 오브 아메리카 2027 회계연도 1분기 실적: 주문 시기가 매출에 부담으로 작용

TradingKey - 인텔의 150억 달러 규모 자금 조달 계획이 우려를 낳고 있습니다. 지분 희석에 대한 시장의 우려로 주가가 100달러선 아래로 폭락했습니다.동부 시간 기준 8월 10일, 인텔( INTC)은 150억 달러 규모의 보통주 공모 계획을 발표하는 충격적인 공시를 내놓았습니다. 이 소식이 전해진 후 상당한 지분 희석에 대한 투자자들의 우려가

Brown Brothers Harriman’s (BBH) Elias Haddad notes that Norwegian Krone (NOK) is trading mixed as firmer Oil offsets the drag from reduced Norges Bank tightening expectations.

USD/CAD trades around 1.3940 on Monday at the time of writing, virtually unchanged on the day, after falling sharply on Friday.

TradingKey - 미 동부시간 월요일(8월 10일) 개장 전 거래에서 미국 3대 주가지수 선물이 혼조세를 보인 가운데, 나스닥 100 선물이 상승세를 주도하고 있다. 시장은 지난주 강한 반등 이후 관망세로 돌아섰다. 이번 주에는 미국의 7월 CPI, PPI, 소매판매 지표가 잇따라 발표될 예정이며, 투자자들은 인플레이션이 연방준비제도(Fed·연준)의

Deutsche Bank strategists note that Friday’s mixed United States (US) Nonfarm Payrolls (NFP) report led to a notable repricing of September Federal Open Market Committee (FOMC) odds, with futures-implied probability of a hike falling to 44%.

The Australian Dollar (AUD) holds gains, in the mid-range of the 0.7000s against the US Dollar (USD) on Monday, with two-month highs of 0.7088 at hand. The Aussie is capitalising on the US Dollar’s weakness, as hopes of Federal Reserve (Fed) rate hikes wane.

The Euro (EUR) trades slightly lower at around 1.1550 against the US Dollar (USD) during the European trading session on Monday.

Rabobank’s Bas van Geffen comments that weaker United States (US) Nonfarm Payrolls (NFP) and a drop in labour supply have reduced urgency for another Federal Reserve (Fed) rate hike, though policy remains data‑dependent.

소니다 2026회계연도 2분기 실적: GAAP 손실 확대 속 동일 점포 NOI 증가

Societe Generale analysts Michael Haigh and Jeremy Sellem argue that Copper has shifted into a policy-driven trade as Section 232 tariffs reshape the COMEX-LME arbitrage.

Gold (XAU/USD) holds firm on Monday as buyers take a breather following last week’s sharp rally, with the broader market theme still centred on the Federal Reserve’s (Fed) interest-rate outlook and developments in the Middle East.

The Japanese Yen (JPY) is down against its major currency peers on Monday, trading 0.6% lower at around 158.80 against the US Dollar (USD) at the time of writing during the European trading session.

캄텍 2026년 2분기 실적: 사상 최대 매출 달성에도 GAAP 이익은 감소

ING’s Ewa Manthey and Warren Patterson report that Gold extended its rally as the People’s Bank of China (PBoC) added 640koz to reserves, marking 21 consecutive months of accumulation. Spot Gold moved above $4,320/oz, supported by ongoing central bank buying and stronger Chinese ETF demand.

먼데이닷컴(MNDY) 2026 회계연도 2분기 실적: 비일반회계기준(non-GAAP) 마진 확대 속 매출 22% 성장

AAON 2026년 2분기 실적: 확장 비용의 마진 압박 속 매출 2배 증가