Standard Chartered economists Hunter Chan and Shuang Ding argue that China’s July data likely showed weaker momentum, with official PMIs for manufacturing, services and construction all below 50 and at multi-year lows.

USD/CAD trades around 1.4040 on Monday at the time of writing, up 0.14% on the day as the Canadian Dollar (CAD) comes under pressure following a sharp decline in Oil prices.

Brown Brothers Harriman’s (BBH) Elias Haddad reports USD/JPY plunged in Tokyo after confirmed joint US-Japan intervention to stop the Japanese Yen’s slide, with officials warning they may act again.

Commerzbank's Volkmar Baur reviews the South African Rand (ZAR) after its earlier appreciation against the US Dollar (USD) stalled with the Iran conflict.

TradingKey - 마이클론이 메모리 반도체주 하락을 주도하고 있으며, 하락 압력은 계속될 것으로 보입니다.미 동부 시간 기준 8월 3일, 메모리 반도체주가 개장 전 거래에서 일제히 하락했습니다. 이 가운데 마이크론 테크놀로지( MU)가 4.2% 하락해 일시적으로 788.48달러에 거래되며 가장 큰 낙폭을 기록했습니다. 한편 샌디스크( SNDK)는 4.

TradingKey - AMD ( AMD)는 미 동부시간 기준 8월 4일 장 마감 후 2026 회계연도 2분기 실적을 발표할 예정이다. 최근 주가는 476.15달러로, 지난 6월 고점 대비 약 12% 조정을 받았으나 연초 대비로는 여전히 100% 이상 상승한 상태다.시장 전망치 측면에서 보면, 현재 시장에서는 AMD의 2분기 매출이 전년 동기 대비 약 47

BNY’s Geoff Yu expects the Reserve Bank of India to keep the repo rate at 5.25%, relying on macroprudential tools to manage financial stability while INR remains pressured by higher Oil and a stronger Dollar.

Ripple (XRP) is trading at $1.06 on Monday, maintaining its position within a broader bearish trend. The token’s technical outlook continues to deteriorate, pressured by declining retail participation.

DBS Group Research economist Philip Wee argues that the Dollar’s outlook in August is weak after a sharp stumble at the end of July.

USD/JPY steadies on Monday after a sharp decline at the weekly open fuelled speculation that authorities may have stepped into the market again following last week’s coordinated intervention by Japan and the United States (US).

ING’s Chris Turner highlights rare joint US-Japan FX intervention, with Washington participating via the Fed and Japan using the FIMA repo facility to raise Dollars against Treasuries.

Nordea economists Kjetil Olsen and Sara Midtgaard expect Norges Bank to leave the policy rate at 4.25% at next week’s meeting. They highlight that June core inflation was well below the Bank’s projection and see July data remaining subdued.

Hess Midstream 2026년 2분기: 매출 3.7% 감소, 조정 잉여현금흐름 19.5% 증가

TradingKey - 스페이스X가 다가오는 보호예수 해제 물량 출회에 직면해 있는 가운데, 이것이 SPCX 주가가 100달러 선 밑으로 폭락할 것임을 의미할까?미 동부 시간 기준 8월 3일, 일론 머스크의 우주탐사기술 기업 스페이스X( SPCX)는 장전 거래에서 소폭 반등해 0.04% 상승한 108.41달러에 일시 거래되었는데, 이는 100달러라는 라운드

Rabobank's Senior Market Strategist Benjamin Picton discusses recurring Middle East tensions around the Strait of Hormuz and their impact on Oil and Brent.

The Euro (EUR) ticks higher against the British Pound (GBP) on Monday, but remains capped below the bottom of an ascending channel at the 0.8575 area following Thursday and Friday's declines.

TradingKey - 리플의 기관급 실물자산(RWA) 분야 확장은 장기적으로 자체 토큰인 XRP의 유동성과 소각률을 높일 것으로 전망된다.8월 3일 더 블록의 보도에 따르면, 리플( XRP)은 영국의 핀테크 기업인 질로(ZILO)와 리퀴도(Licuido) 두 곳에 대한 전략적 지분 투자를 발표했다. 이번 투자는 기존의 상업적 파트너십을 지분 투자로 격상한

TradingKey - 미 동부시간 월요일(8월 3일), 미국 3대 주요 지수 선물이 장 시작 전 거래에서 일제히 상승했다. 트럼프 미국 대통령이 대이란 공격 유예와 외교 협상으로의 전환을 발표함에 따라 유가가 급락하며 에너지 인플레이션 우려가 진정된 한편, 마이크로소프트( MSFT) 및 아마존( AMZN )의 실적 발표 이후 AI 거래 심리가 이어지면서

Deutsche Bank strategists outlines a United States (US) macro backdrop where the Federal Reserve (Fed) held rates but three officials dissented for a hike, keeping inflation concerns alive. They expect two further 25bp increases this year and closely watch upcoming labour and activity data.

MUFG’s Lee Hardman notes that the Japanese Yen has strengthened as Japan and the US conducted joint intervention to counter recent volatility. He highlights planned use of the Federal Reserve’s FIMA Repo Facility, US euro-to-yen reallocations, and Japan’s sizeable FX reserves.

AUD/USD falls to around 0.7000 on Monday at the time of writing, down 0.30% on the day, as a rebound in the US Dollar (USD) outweighs the support provided by Chinese economic data for the Australian Dollar (AUD).

HSBC strategists note that the Federal Reserve (Fed) left policy rates unchanged in July, with markets now assigning a two-thirds probability to a September hike.

The cryptocurrency market remains weak on Monday, with Bitcoin (BTC) falling toward the nearest $62,000. Ethereum (ETH) and Ripple (XRP) reflect the sell-off across altcoins, edging lower toward $1,800 and $1.05, respectively.

West Texas Intermediate (WTI), futures on NYMEX, trade 7.4% lower at around $78.50 during the European trading session on Monday. The Oil price holds onto its opening losses, driven by the announcement of a ceasefire 2.0 between the United States (US) and Iran.

TradingKey - 팔란티어 주가, 실적 발표 앞두고 상승…하지만 145달러가 실적 발표 후 랠리의 한계일 수도미 동부 시간 기준 8월 3일, 팔란티어( PLTR)는 2026 회계연도 2분기 실적 발표를 앞두고 장중 2% 이상 상승해 한때 126달러를 일시 돌파하는 등 뚜렷한 저가 매수세 유입 흐름을 보였다. 최근 지속된 조정 배경 속에서 팔란티어 주가

Gold (XAU/USD) starts the week on a positive note, although buyers lack conviction as markets weigh conflicting US-Iran headlines and look ahead to US employment data for fresh clues on the Federal Reserve’s (Fed) policy outlook.

The remarks from New York Federal Reserve (Fed) Bank President John Williams, in an interview with Reuters that took place on Friday and was released during the European trading session on Monday, signal that he was confident about inflation returning to the central bank’s 2% target.