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WTI Crude Oil advances on softer US jobs data and lingering Middle East tensions

West Texas Intermediate (WTI) trades around $68.65 at the time of writing on Friday, up 0.30% on the day, recovering part of its recent losses as the US Dollar (USD) weakens following softer-than-expected US employment data.

출처 Fxstreet1783096874
India: Credit-risk capital overhaul reshapes ratings – Societe Generale

Societe Generale economist Kunal Kundu explains that the Reserve Bank of India’s revised Standardised Approach for credit-risk capital will tie regulatory risk weights to both borrower ratings and each agency’s historical default performance from April 2027.

출처  Fxstreet1783093860
British Pound holds weekly gains as Fed hike doubts deepen

The British Pound steadied against the US Dollar on Friday, but it is poised to end the week with gains of over 1% as investors turn skeptical that the Federal Reserve will raise interest rates at the September meeting. The GBP/USD consolidates at around 1.3350, unchanged.

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Australian Dollar rises after upbeat PMIs improve sentiment

The AUD/USD pair climbs near the 0.6940 level on Friday as the US Dollar (USD) remains under pressure following softer-than-expected United States (US) labor market data released on Thursday.

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Canada: Trade risks and persistence – RBC

Royal Bank of Canada (RBC) economists Claire Fan and Nathan Janzen assess the implications of the U.S. decision not to extend CUSMA (Canada-United States-Mexico Agreement) on July 1st.

출처  Fxstreet1783091642
New Zealand Dollar strengthens as weaker US labor market weighs on US Dollar

NZD/USD trades around 0.5710 at the time of writing on Friday, up 0.21% on the day, supported by improved risk sentiment and a weaker US Dollar (USD) following a softer-than-expected US employment report.

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Oil: Market expectations diverge from data – Commerzbank

Commerzbank’s Commodity Research team, led by Norman Liebke and colleagues, notes that Oil prices have fallen as optimism grows over US–Iran talks and a potential reopening of the Strait of Hormuz.

출처  Fxstreet1783090688
Bitcoin(BTCUSD) 종목이 7월3일에 1.10% 상승했습니다. 온체인 데이터와 시장 심리를 통해 무엇을 알 수 있나요?

Bitcoin (BTCUSD) 종목은 7월3일 10:55(ET)에 1.10% 상승하여, 현재 가격은 $62231.73이고, 최근 7일간 4.26% 상승했습니다.오늘 Bitcoin(BTCUSD) 주가 상승의 요인은 무엇인가요?암호화폐 시장의 당일 상승세를 이끈 일차적인 촉매제는 예상치를 크게 밑돈 미국 노동시장 지표의 발표였습니다. 노동통계국은 미국의 6월

출처  Tradingkey1783090527
Japanese Yen: Intervention risk rises at multi-decade lows – ABN AMRO

ABN AMRO’s Georgette Boele warns that USD/JPY trading near multi-decade highs has heightened the risk of intervention in the Japanese Yen (JPY). She notes markets are long Dollars and extremely short Yen, leaving room for a sharp reversal if sentiment shifts.

출처  Fxstreet1783089863
Japanese Yen weakens against the US Dollar as traders monitor intervention risks

USD/JPY rebounds on Friday after falling nearly 0.90% in the previous session, amid speculation that Japanese authorities may have intervened in the foreign exchange market after the Japanese Yen slid to a 40-year low earlier this week.

출처  Fxstreet1783089636
Bank of Japan: Wage data backs rates hike path – Wells Fargo

Wells Fargo Economics expects Japan’s May labor cash earnings to confirm a sustained wage-price cycle, supporting Bank of Japan (BoJ) policy normalization.

출처  Fxstreet1783089046
석유 시장 냉각기 진입, 브렌트유 72달러 부근 거래, 시티은행 유가 60달러까지 하락 전망

Tradingkey - 현지시간 7월 3일, 미국 증시는 오늘 독립기념일 연휴로 휴장합니다. 시카고상품거래소(CME) 산하 귀금속, 에너지, 외환, 미국 국채 및 주가지수 선물 계약 거래는 동부시간 기준 13:00에 조기 종료되었습니다. 인터컨티넨탈거래소(ICE) 산하 브렌트유 선물 계약 거래는 동부시간 기준 13:30에 조기 종료되었습니다.현재 양대 원유

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Bank of England : DMP expectations and MPC stance – TD Securities

TD Securities strategists highlight that the June United Kingdom (UK) Decision Maker Panel (DMP) survey shows one‑year inflation expectations easing while three‑year expectations stay near 3%.

출처  Fxstreet1783088332
Euro area: Indirect inflation effects still pending – Societe Generale

Societe Generale economists Sam Cartwright, Michel Martinez and Jorge Garayo note that Euro area inflation has not yet shown indirect effects from the energy shock in food or goods prices.

출처  Fxstreet1783086869
Japanese Yen: Intervention risk elevated on holidays – ING

ING’s Francesco Pesole notes USD/JPY volatility and suggests an initial move lower may already have involved FX intervention. With US holidays thinning liquidity, he sees elevated risk of further Japanese action, consistent with past behaviour.

출처  Fxstreet1783085910
Ripple XRP Price Forecast: XRP eyes short-term bullish turn as investor demand returns

Ripple (XRP) exhibits strong recovery prospects, trading above $1.10 on Friday. This rebound aligns with the broader crypto market and can be attributed to easing geopolitical tensions in the Middle East and growing appetite for risk assets.

출처  Fxstreet1783085400
삼성, DRAM 2분기 연속 상승 후 또다시 20% 가격 인상 목표 설정. AI 수요로 인한 생산 능력 잠식이 연쇄 반응 유발, 메모리 대기업들 새로운 가격 인상 주기 시작할까?

TradingKey - 인공지능(AI) 인프라 투자 붐이 지속적으로 열기를 더해가는 배경 속에서, 글로벌 메모리 반도체 시장의 가격 상승 주기가 여전히 연장되고 있다.7월 3일, 한국의 IT 전문 매체 지디넷코리아(ZDNet Korea) 보도에 따르면, 삼성전자는 하반기 고객사들과 3분기 D램 가격 협상을 진행 중이며 직전 분기 대비 평균판매단가(ASP)를

출처  Tradingkey1783085054
Gold: Price rebound seen as corrective – Commerzbank

Commerzbank’s Carsten Fritsch notes that the Gold price has rebounded toward USD 4,200 per ounce after steep second-quarter losses, helped by weaker US labour data and reduced rate hike expectations.

출처  Fxstreet1783084943
Canadian Dollar edges lower amid falling Oil, softer US jobs data

USD/CAD trades higher on Friday, rising 0.13% to near 1.4200 at the time of writing. The pair remains supported as persistent weakness in the Canadian Dollar (CAD) outweighs the pressure on the US Dollar (USD) following softer-than-expected US labor market data.

출처  Fxstreet1783084891
Euro consolidates against the British Pound after sliding to a one-year low

EUR/GBP trades in a narrow range on Friday, with the Euro (EUR) modestly outperforming the British Pound (GBP) as sellers take a breather following a four-day decline that dragged the cross to a one-year low.

출처  Fxstreet1783084653
TSMC에서 삼성으로, 메타의 AI 칩 파운드리 경로가 전환되는 이유는 무엇인가?

TradingKey - 미국 동부시간 7월 3일 업계 소식통에 따르면, Meta ( META)는 삼성과 10조 원이 넘는 규모의 맞춤형 AI 칩 파운드리 주문을 위해 협의 중이며, 2나노미터 공정을 활용해 자체 개발한 AI 가속기인 MTIA를 수십만 세트 대량 생산할 계획인 것으로 알려졌는데, 이는 MTIA 450과 MTIA 500 등 두 세대의 제품을 아

출처  Tradingkey1783084405
European Central Bank: Reserve hike talk seen as cost move – Rabobank

Rabobank strategists Bas van Geffen and Lyn Graham-Taylor note that the European Central Bank (ECB) is reportedly considering raising the minimum reserve requirement from 1% to 2%, primarily as a cost-reduction measure.

출처  Fxstreet1783083956
Euro: Energy risks support ECB bias – MUFG

MUFG’s Derek Halpenny notes that EUR/USD could benefit from US Dollar weakness and a still-hawkish European Central Bank. Derek Halpenny highlights that LNG prices remain elevated versus pre-conflict levels, keeping Eurozone inflation risks higher.

출처  Fxstreet1783082796
South African Rand: ZAR gains as sukuk plans outlined – Societe Generale

Societe Generale strategists note that South Africa’s National Treasury will tap existing rand-denominated sukuk bonds as part of its current fiscal year funding plans, with issuance size and timing still unknown.

출처  Fxstreet1783081798
Aluminium: Gulf supply disruptions seen temporary – ING

ING analysts Warren Patterson and Ewa Manthey say LME Aluminium fell towards $3,000/t as markets unwound the geopolitical risk premium from earlier Middle East tensions.

출처  Fxstreet1783080768

Mexico Consumer Confidence s.a climbed from previous 43.5 to 43.8 in June

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Mexico Consumer Confidence rose from previous 43.1 to 43.8 in June

출처  Fxstreet1783080089

Brazil Industrial Output (YoY) below forecasts (1.3%) in May: Actual (0.2%)

출처  Fxstreet1783080025
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