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US Dollar: Stronger outlook with steady Fed – HSBC
HSBC’s Willem Sels and Lucia Ku highlight that the new Fed Chair’s hawkish tone supports expectations that US policy rates will stay unchanged through 2026 and 2027, reinforcing Dollar credibility.
Gold (XAU/USD) consolidates losses on Wednesday as a firmer US Dollar (USD) and hawkish Federal Reserve (Fed) expectations keep buyers on the sidelines. At the time of writing, XAU/USD is trading around $4,000, not far from the seven-month low of $3,941 touched on Tuesday.
AUD/USD trades lower on Wednesday, hovering around 0.6900 at the time of writing, down 0.31% on the day as the US Dollar (USD) benefits from renewed demand amid a cautious market environment.
TradingKey - 동부시간 7월 1일 프리마켓(장 전 거래)에서 미국 3대 주가지수 선물이 일제히 하락했다. 보도 시점 기준 다우존스 산업평균지수 선물은 0.24% 하락했으며, S&P 500 지수 선물은 0.17%, Nasdaq 100 지수 선물은 0.39% 밀렸다. 반도체와 스토리지 섹터가 전체 시장의 주요 부담으로 작용하며 전반적인 시장 투자심리는
Gold (XAU/USD) extends losses for the fourth consecutive day on Wednesday, hitting session lows at $3,960, with the year-to-date lows at $3,945 within a short distance.
ING’s Chris Turner highlights risks from the scheduled United States-Mexico-Canada Agreement (USMCA) review for Canada and Mexico, noting potential delays as parties renegotiate terms.
United States (US)-based employers announced 45,849 job cuts in June, down 53% from the 97,006 cuts registered in May, Challenger, Gray & Christmas' latest report showed on Wednesday.
The remarks from European Central Bank (ECB) policymaker and the head of Belgium's central bank, Pierre Wunsch, released by Econostream during the European trade on Wednesday, have signaled that he is not in favor of further monetary policy tightening.
European Central Bank (ECB) Governing Council member Martin Kocher said in the European trade on Wednesday that the next monetary policy move by the central bank will either be a hold or a hike, citing that higher wages could keep inflationary pressures elevated.
United States MBA Mortgage Applications: 0% (June 26) vs previous 1%
Pi Network (PI) is holding steady around $0.1150 on Wednesday, stabilizing after three consecutive days of losses of around 10%. Pi remains under pressure, with more than 76 million tokens scheduled for unlocking in June, potentially accelerating the bearish trend.
Bitcoin (BTC) trades around $59,000 on Wednesday after plunging to a 21-month low of $57,800, the lowest level since mid-September 2024.
The Euro’s (EUR) mild recovery against the US Dollar (USD) seen earlier in the week has come to an end on Wednesday.
TD Securities strategists discuss several US indicators, expecting the June ISM Manufacturing index to edge down, while noting that JOLTS job openings remain elevated but likely overstated.
TradingKey - 7월 1일 아시아 세션 동안 소프트뱅크는 비전펀드 II를 통해 오픈AI에 100억 달러 규모의 추가 투자를 완료했다고 발표했다. 이는 이전에 발표된 300억 달러 규모의 후속 투자 계획 중 두 번째 단계에 해당한다. 해당 계획에 따라, 마지막 100억 달러 투자는 10월 1일에 완료될 예정이다.지난 2월에 완료된 첫 번째 투자분을 포
MUFG’s Derek Halpenny notes that stronger Tankan data support the June BoJ rate hike and could justify faster tightening ahead, but markets still price only limited moves.
Societe Generale strategists highlight that the HUF has delivered its strongest quarter since 2009, supported by a pro‑EU shift and expectations of renewed EU fund access. However, they warn that EUR/HUF is struggling to sustain breaks below 350 as fiscal risks emerge under PM Magyar.
TradingKey - 현지시간 6월 30일 장 마감 후 나이키( NKE)는 2026 회계연도 4분기 및 연간 실적을 발표했다. 발표된 데이터에 따르면 4분기 글로벌 매출은 시장 예상치를 웃돈 110억 달러를 기록했으며, 연간 매출은 전년 동기 대비 보합 수준인 464억 달러를 기록했다.이러한 전반적인 호실적에도 불구하고 중국 시장에서의 지속적인 하락세가
Commerzbank’s Tatha Ghose argues that Turkey’s seemingly improved trade data are largely optical, with seasonally-adjusted figures showing no real trend improvement and strong import momentum.
Silver prices (XAG/USD) fell on Wednesday, according to FXStreet data. Silver trades at $57.67 per troy ounce, down 1.40% from the $58.49 it cost on Tuesday.
United States Challenger Job Cuts: 45.849K (June) vs previous 97.006K
EUR/JPY trades around 185.40 at the time of writing, down 0.15% on Wednesday, as the Euro (EUR) weakens while the Japanese Yen (JPY) gains strength.
Crude Oil prices keep drifting lower after having closed the second quarter with the sharpest decline since 2020.
ING strategist Frantisek Taborsky notes Polish inflation fell to the National Bank of Poland’s 2.5% target, with broad price declines and stable core inflation. Markets have priced out hikes and begun to price cuts, which he says could pressure market rates and weaken the zloty.
EUR/JPY halts its four-day winning streak, trading around 185.40 during the European hours on Wednesday. The currency cross holds losses as the Euro (EUR) remains subdued following the release of the Eurozone’s preliminary Harmonized Index of Consumer Prices (HICP) data.
HSBC’s Willem Sels and Lucia Ku observe that Gold failed to rally during the Middle East conflict and has traded lower despite hitting a record high earlier in the year.
United Kingdom NIESR GDP Estimate (3M) climbed from previous 0.8% to 0.933% in May
The USD/CAD pair attracts fresh buyers following the previous day's modest pullback from the vicinity of mid-1.4200s, or the highest since April 2025, and maintains its bid tone through the first half of the European session on Wednesday.
