Commerzbank’s Michael Pfister argues Canada’s recent economic improvement is not solely driven by higher Oil and gas prices linked to the Iran conflict.

EUR/CAD halts its six-day losing streak, trading around 1.6080 during the European hours on Thursday. The currency cross gains ground as the Euro (EUR) receives support as the macroeconomic picture in the Eurozone continues to support the European Central Bank's (ECB) hawkish stance.

The New Zealand Dollar (NZD) underperforms its major currency peers, trading 0.45% down at around 0.5830 against the US Dollar (USD) during the European trading session on Thursday.

TradingKey - 억만장자 투자자 빌 액먼의 퍼싱 스퀘어는 최근 넷플릭스(NFLX) 신규 포지션을 구축하는 한편, 비자(V), 마스터카드(MA), S&P 글로벌(SPGI), 인터콘티넨탈 익스체인지(ICE), 알콘(ALC) 등 총 6개 기업을 추가했다고 밝혔다.이 가운데 넷플릭스는 신규 추가 종목 중 가장 주목받은 기업이었다. 6월 말 기준 퍼싱 스퀘어

ING strategists Francesco Pesole, Frantisek Taborsky and Chris Turner note that the Dollar strengthened after an in-line US CPI, as markets had positioned for a hotter print.

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Michael Wan at MUFG reports that India’s July Consumer Price Index (CPI) rose to 4.45% year-on-year, slightly below consensus but above June’s 4.38%, driven mainly by higher food prices.

백금 (XPTUSD) 종목은 8월13일 04:20(ET)에 2.02% 하락하여, 현재 가격은 $1718.18이고, 최근 7일간 0.55% 하락했습니다.오늘 백금(XPTUSD) 주가 하락의 요인은 무엇인가요?백금 가격은 주요 저항선 인근에서 상승 모멘텀이 둔화되면서 하락 압력을 받았다. 현물 가격을 2개월 만의 최고치 수준까지 끌어올렸던 수주간의 랠리 이후

TradingKey - 동부시간 8월 12일, 카운터포인트 리서치가 2026년 2분기 메모리 시장 보고서를 발표했다. YMTC는 14%의 NAND 출하량 점유율로 삼성(25%)과 SK하이닉스(SKHY)(22%)에 이어 처음으로 세계 3위에 올랐으며, 키옥시아를 근소하게 제쳤다. 마이크론(MU)은 13%로 5위를 기록했다.[출처: 카운터포인트 리서치]출하량

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United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann report AUD/USD briefly broke above 0.7075 to 0.7091 before retreating to close almost unchanged at 0.7063.

팔라듐 (XPDUSD) 종목은 8월13일 04:10(ET)에 2.01% 하락하여, 현재 가격은 $1338.19이고, 최근 7일간 0.61% 하락했습니다.오늘 팔라듐(XPDUSD) 주가 하락의 요인은 무엇인가요?팔라듐 가격의 조정은 현물 가격을 수개월 만의 최고치 부근까지 끌어올린 몇 주간의 지속적인 상승세 이후, 기술적 저항선 테스트와 차익 실현이 복합적으

Dow Jones futures gain 0.08% to trade around 53,910 during European hours on Thursday. Meanwhile, S&P 500 futures rise by 0.09% to trade around 7,780 and Nasdaq 100 futures advance 0.06%, trading near 29,870.

OCBC’s Sim Moh Siong and Christopher Wong highlight that the Swiss Franc (CHF) has weakened toward their year-end EUR/CHF target of 0.94, making it a preferred funding currency for carry trades.

Francesco Pesole at ING sees some downside risks for the Norwegian Krone from Norges Bank’s meeting, as benign CPI‑ATE prints could tilt communication slightly less hawkish. He still expects rates to stay at 4.25% today and another hike later this year, but is less convinced about multiple moves.

USD/JPY inches lower after registering minor losses in the previous day, trading around 159.40 during the European hours on Thursday. The currency pair hovers near the crucial 160.00 level, keeping traders on high alert for possible intervention from Japanese authorities.

Commerzbank’s Tatha Ghose reports Russia’s June merchandise trade surplus rose to USD 12.5bn, up over 50% year-on-year, as higher Oil prices and improved Urals pricing supported exports.

The US Dollar Index (DXY), which tracks the Greenback against a basket of currencies, is seen building on the previous day's sold bounce from the post-CPI swing low and prolonging its weekly uptrend for the fourth straight day.

West Texas Intermediate (WTI), futures on NYMEX, trades 0.5% higher at around $82.10 during the European trading session on Thursday. The oil price reflects strength as fears of a prolonged energy supply disruption continue to act as a key tailwind for oil prices.

BNY’s Geoff Yu argues that the July Fed meeting marked a peak in Dollar dehedging rather than an end to U.S. exceptionalism. Cross-border investors are rebuilding USD hedges, reducing effective unhedged U.S. exposure while maintaining broadly solid underlying demand for U.S. assets.

Here is what you need to know on Thursday, August 13:

United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann note GBP/USD briefly traded above 1.3535 to 1.3540 before slipping back to close at 1.3496. Intraday, the pair is seen range-trading between 1.3475 and 1.3525.

USD/IDR gains ground for the third consecutive day, trading around 17,920 during the early European hours on Thursday. The pair appreciates as the US Dollar (USD) recovers its daily losses amid escalating geopolitical tensions between the US and Iran.

TD Securities’ Bart Melek notes Gold extended gains after the July Consumer Price Index (CPI) matched expectations, reinforcing a dovish narrative around Fed Chair Warsh.

The USD/CAD pair builds on the previous day's bounce from the 1.3900 neighborhood, or a two-month low, and gains follow-through positive traction for the second straight day on Thursday.

TradingKey - 8월 13일 일본과 한국 증시가 상승세를 이어가며 마감한 가운데, SK하이닉스가 6% 가까이 급등하고 삼성전자가 5%가량 상승했으며 키옥시아는 4% 가까이 올랐다.한국종합주가지수(KOSPI)는 3.56% 오른 6,813.34포인트로 마감하며 4일 연속 상승세를 기록했고, 일본 닛케이 225 지수는 1.16% 상승한 68,308.59포

Deutsche Bank strategists highlight that the S&P 500 closed just below its record high as US CPI data reduced urgency for further Federal Reserve hikes. Front-end Treasuries rallied and semiconductor strength supported equities, while volatility fell to its lowest level since January.