Italy Trade Balance non-EU: €3.843B (May) vs previous €3.846B

Italy 5-y Bond Auction dipped from previous 3.16% to 3.03%

Italy 10-y Bond Auction dipped from previous 3.77% to 3.63%

Italy 10-y Bond Auction: 1.63% vs previous 3.77%

Commerzbank’s Tatha Ghose warns that CBRT governor Karahan is again signalling premature monetary easing, considering a return to one-week repo auctions that would lower effective funding costs toward the 37% policy rate.

Silver prices (XAG/USD) rose on Friday, according to FXStreet data. Silver trades at $58.19 per troy ounce, up 0.56% from the $57.87 it cost on Thursday.

Societe Generale’s team highlights a sharp reversal in Gold, with prices down 20% year-to-date and over 11% this month, undermining the Dollar debasement narrative.

TradingKey - 마이크론 테크놀로지( MU)가 수요일 장 마감 후 발표한 예상치를 웃도는 실적 보고서는 글로벌 메모리 반도체 산업의 업황 전망을 재편하고 있다.이 AI 메모리 거인의 실적은 월가의 낙관론에 불을 붙였을 뿐만 아니라, 미즈호 증권의 애널리스트 다니엘 오리건으로부터 '세계에서 가장 중요한 3대 주식 중 하나'로 불리기도 했으며, 그 영향

United Overseas Bank’s Quek Ser Leang and Lee Sue Ann keep a constructive view on USD/JPY, noting the pair has held above strong support at 161.10 while trading quietly around 161.78.

Francesco Pesole at ING highlights that EUR/USD is seeking stabilisation around 1.1350–1.1400, with Eurozone-specific inputs secondary in the short term.

Italy Consumer Confidence registered at 92.4, below expectations (94.5) in June

Italy Business Confidence meets forecasts (88.4) in June

The USD/JPY pair continues with its struggle to reclaim the 162.00 mark on Friday and retreats slightly from the vicinity of a 40-year peak.

Rabobank strategists Christian Lawrence and Molly Schwartz note that Banxico’s June 25 decision highlighted an unchanged policy rate at 6.50%, in line with consensus. They expect Banxico to stay on hold through year-end, mirroring their stance on the Bank of Canada (BoC) and Federal Reserve (Fed).

TradingKey - 미 동부시간 6월 25일 종가 기준, 마이크로소프트( MSFT) 주가는 장중 최근의 하락세를 이어가며 3.46% 하락한 352.83달러로 마감했다. 6월 이후 마이크로소프트의 주가는 꾸준히 하락해 누적 21.64%의 낙폭을 기록했으며, 이는 투자 심리가 여전히 약세에 머물고 있음을 보여준다. 나아가 주가가 3월 저점 아래로 내려앉으면

TradingKey - 미국의 구리 관세 결정을 앞두고 카운트다운이 시작됐다. 미국 상무부는 정련동에 대한 수입 관세 부과 여부를 최종 결정하기 위해 6월 30일까지 백악관에 '무역확장법 제232조' 관세 조사 보고서를 제출해야 한다.지난해 7월 트럼프 행정부는 구리 관세 계획을 발표하며 반가공 구리와 구리 집약적 파생상품에 50%의 관세를 우선 부과했다.

DBS Group Research strategist Philip Wee notes that the US Dollar Index (DXY) has seen its first post-FOMC decline as US inflation data suggest a possible peak.

Crude Oil prices edge lower on Friday, with the US benchmark West Texas Intermediate (WTI) barrel changing hands at $69.65 at the time of writing. This is the lowest price since February 27, one day before the US and Israel launched a joint attack on Iran.

TradingKey - Strategy의 주가가 8거래일 연속 하락하며 누적 36% 하락했으며, 단기적으로 65달러 선까지 추가 하락할 수 있다.미 동부시간 기준 6월 26일, 비트코인 대리주인 Strategy는 ( MSTR)는 개장 전 거래에서 하락세를 지속하며 일시적으로 85.25달러 부근에서 움직였다. 어제 이 회사의 주가는 85.33달러까지 떨어지며

Societe Generale strategists notes that the Indian Rupee (INR) traded broadly flat over the week but outperformed regional peers thanks to debt portfolio inflows. They highlight that broad US Dollar (USD) strength overshadowed moves in Gold and Brent.

According to the latest European Central Bank (ECB) survey, one-year forward Eurozone inflation expectations are expected to cool down, but longer-term projections remain steady, Reuters reports.

United Overseas Bank’s Quek Ser Leang and Lee Sue Ann note AUD/USD remains under pressure after an impulsive decline, though oversold conditions have prompted near-term consolidation between 0.6880 and 0.6920.

Iranian Foreign Ministry said during the European trading session on Friday that the joint statement by the United States (US) and Gulf Cooperation Council (GCC) contains 'interventionist, irresponsible and provocative positions'.

ING strategists Warren Patterson and Ewa Manthey observe that Gold stabilized after dropping below the $4,000/oz mark earlier in the week, supported by lower US Treasury yields following softer US inflation data.

The Japanese Yen (JPY) is finding a firmer fundamental floor as inflation in the Greater Tokyo Area edges closer to the Bank of Japan’s (BoJ) 2% target. While the Yen has shown recent stability against the US Dollar, it remains locked in a high-stakes tug-of-war.

Danske Research Team notes that Brent Oil initially spiked after reports of an Iranian attack on a cargo ship near Oman and a pause in U.N. escort operations in the Strait of Hormuz.

Austria UniCredit Bank Manufacturing PMI down to 50.9 in June from previous 51.7