Nomura’s European Economics team notes that Euro area August Purchasing Managers' Index (PMI) showed resilient growth, led by a strong manufacturing rebound, while price pressures eased.
Commerzbank’s Barbara Lambrecht says tensions around the Strait of Hormuz and tight diesel inventories continue to support Brent. With prices near USD 94 and almost 20% above their early-August lows, Brent remains well below its April peak.
West Texas Intermediate (WTI) US Oil trades around $86.50 on Friday at the time of writing, up 0.63% on the day. US Oil remains close to Thursday’s high of $87.38, its highest level in more than three weeks, as concerns about global energy supplies continue to support prices.
TD Securities strategists argue that the United States (US) Treasury buyback announcement has reinforced bearish momentum for the Dollar.
TradingKey - 코인베이스가 잠시 180달러를 돌파했으며, 해당 수준을 지지할 경우 추가로 22% 상승할 가능성이 있습니다.동부 표준시 기준 8월 21일, 비트코인 가격이 장중 10% 이상 급등하며 8만 달러 선에 접근해 암호화폐 거래소 코인베이스(COIN)의 주가를 끌어올렸으며, 개장 전 거래에서 5% 이상 급등하여 180달러를 돌파한 180.99
Brown Brothers Harriman’s (BBH) Elias Haddad highlights USD/JPY testing key support at its 200-day moving average as Japanese data firm.
Standard Chartered’s Aldian Taloputra assesses Indonesia’s 2027 fiscal plans, noting a targeted deficit of 2.4% of GDP versus 2.9% in 2026. The bank maintains its own forecast of a 2.9%-of-GDP deficit, citing ambitious revenue assumptions and potential tax shortfalls.
Commerzbank’s Carsten Fritsch notes Gold has surged, breaking above USD 4,500 per troy ounce as safe‑haven demand rises on US debt concerns and a weaker Dollar.
EUR/GBP remains stuck in a narrow trading range this month, stalling the rebound from near 0.8460 in mid-July as buyers struggle to clear the 50-day Simple Moving Average (SMA).
TradingKey - 미국 동부시간 금요일(8월 21일), 지난 세션에서 채권 금리 상승과 유통주 약세로 촉발된 매도세로부터 시장이 회복을 시도함에 따라 미국 3대 주가지수 선물이 장전 거래에서 반등했다. 비트코인은 강세를 이어갔으며, 기술주에 대한 투자 심리도 소폭 회복되었다. 그러나 미국 10년물 국채 금리가 다시 4.7% 선으로 바짝 다가서고 중동의
British Pound's (GBP) rally against the Japanese Yen (JPY) was capped at the 217.00 area earlier on Friday, and the pair pulled back to the 216.50 area where it found some support.
TD Securities strategists argue that Section 338 tariff negotiations pose a binary risk for the Canadian Dollar (CAD) and USD/CAD.
Silver (XAG/USD) accelerates its advance on Friday and trades around $69.75 at the time of writing, up 2.41% on the day. The white metal reaches its highest level in two months and is on track for a weekly gain of more than 7%, mainly supported by persistent weakness in the US Dollar (USD).
Nomura strategists see greater fiscal vulnerabilities in the United Kingdom (UK) than in the Euro area. Strong foreign inflows into Euro area bonds and comparatively better debt dynamics support its view that Euro (EUR) should outperform British Pound (GBP), US Dollar (USD) and Japanese Yen (JPY).
TradingKey - XRP, 40% 급등하며 1.40달러 돌파... 단기 강세 목표가 1.60달러8월 21일 리플(XRP)은 강한 반등세를 이어가며 장중 20% 이상 급등해 1.40달러를 돌파하고 3개월 만에 최고치를 경신했다. 지난 3일 동안 XRP는 연일 큰 폭으로 오르며 지금까지 누적 40%가 넘는 상승률을 기록하고 있다.이번 XRP의 대규모 급등
Ripple (XRP) edges higher on Friday to trade above $1.40 as bulls aim for a continuation of the rally above $1.50. The remittance token is up by more than 12% on the day and over 40% since Monday, reinforcing the bullish outlook.
The Australian Dollar (AUD) accelerated its rally against the US Dollar (USD) on Friday, hitting session highs above 0.7150 for the first time since early June and drawing closer to a three-month top, in the 0.7200 area.
The Euro (EUR) trades 0.21% higher at around 1.1710 against the US Dollar (USD) during the European trading session on Friday, the highest level seen in over three months.
Brown Brothers Harriman’s (BBH) Elias Haddad notes the US Dollar (USD) is weaker against all major currencies as longer-term US Treasury yields edge lower following buyback plans. Haddad argues expanded buybacks and fiscal messaging may cap long-end yields but at a credibility cost for the USD.
Gold (XAU/USD) is heading for a third consecutive weekly gain on Friday, extending an impressive rally that has lifted the precious metal by around 13% so far this month. At the time of writing, XAU/USD trades near $4,590 after briefly climbing above $4,600, its highest level since May 15.
The US Dollar Index (DXY) is broadly consolidating near the 99.00 level as investors process the US Treasury's expanded long-end bond buyback and a modest rebound in Treasury yields.
Bitcoin (BTC) extends gains, trading above $77,000 on Friday after rallying over 20% and reaching its highest level since mid-May.
NZD/USD extends its advance on Friday and trades around 0.5980 at the time of writing, up 0.62% on the day. The pair reached its highest level since early June and is heading for a solid weekly performance, mainly supported by persistent weakness in the US Dollar (USD).
Gold (XAU/USD) extends gains on Friday, with bulls aiming for a retest of the $4,600 resistance area, the top of the last six months' trading range.