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Federal Reserve: Surprise risk keeps global rates elevated – ING
ING’s Michiel Tukker expects the Federal Reserve (Fed) to keep rates on hold, even as markets price a 30% chance of a hike. He notes that any decision will move United States (US) rates and influence global curves.
MUFG’s Lee Hardman notes that the Australian Dollar, a beneficiary of AI-related demand, has weakened after another softer-than-expected Australian Consumer Price Index (CPI) release.
USD/CAD extends its losses for the second consecutive day, trading around 1.4090 during the European hours on Wednesday.
DBS Bank’s Philip Wee notes that Dollar bulls have built substantial long USD positions ahead of the FOMC, encouraged by Brent’s sharp rebound and expectations of a surprise rate hike by Chairman Kevin Warsh.
Silver (XAG/USD) shows a moderate bullish tone on Wednesday, following a two-day reversal, with price action returning to levels above the $58.00 line at the early European trading session.
The US Dollar (USD) trades marginally lower in the European trade on Wednesday, reflecting caution ahead of the Federal Reserve’s (Fed) monetary policy announcement at 18:00 GMT.
Deutsche Bank’s US economists expect the Federal Reserve to leave rates unchanged at a highly uncertain FOMC meeting, with markets pricing a significant chance of a hike.
TradingKey - 동부 시간 기준 7월 29일 현재, 마이크론 테크놀로지( MU)의 주가는 지난 6월 말 기록한 사상 최고치 대비 누적 30% 이상의 조정을 받았습니다. 이 회사가 앞서 발표한 2026회계연도 3분기 실적과 4분기 가이던스가 모두 사상 최고치를 기록했음에도 불구하고, 시장은 추격 매수에 나서는 대신 차익 실현을 선택했습니다. AI 메모
West Texas Intermediate (WTI) oil price gains ground after three days of losses, trading around $81.00 per barrel during the European hours on Wednesday.
ING analysts Warren Patterson and Ewa Manthey note Brent rebounded over 4% after recent losses as renewed attacks on US troops and Saudi energy infrastructure undermine prospects for a US–Iran deal.
Here is what you need to know on Wednesday, July 29:
TradingKey - 7월 29일 아시아 거래 시간 중 한국 주식시장이 이틀 연속 서킷브레이커를 발동한 후, 구윤철 한국 기획재정부 장관은 국회 의원 질의에 답변하는 과정에서 단일 종목 레버리지 ETF에 대해 사과하며 관련 상품이 면밀한 검토 없이 시장에 도입되었음을 인정했다.한국 국회의원들에 따르면, 한국 기획재정부 장관, 한국은행 총재, 금융감독 당국
Commerzbank’s Antje Praefcke argues that the FOMC under Chair Kevin Warsh is likely to deliver a "hawkish hold", with markets already pricing at least one Fed rate hike by year-end.
NEAR Protocol (NEAR) is trading in the red for the third consecutive day on Wednesday, bringing losses to more than 10% so far this week. Retail support for NEAR wanes, with its futures Open Interest (OI) and funding rate decreasing.
BNY’s Geoff Yu highlights that INR faces strong selling pressure from a rebalancing perspective, as Indian bonds have outperformed major peers. With INR flows broadly flat, FX exposure has risen and investors are advised to keep hedging elevated after strong duration gains.
TradingKey - 마이크론 CEO가 고가에 주식을 매도해 현금을 확보했으나, 지분 축소 계획은 아 직 끝나지 않았다.미 동부 시간 기준 7월 28일, 마이크론 테크놀로지( MU)는 하락세를 이어가며 한때 800달러 선을 밑도는 약 790달러의 저점까지 하락해 2개월 만에 최저치를 경신했다. 마이크론 주가는 결국 9% 가까이 하락한 820.53달러로 마감
MUFG’s Lloyd Chan expects the Federal Open Market Committee (FOMC) to deliver a hawkish hold, with the Federal Reserve (Fed) keeping rates unchanged while stressing elevated inflation risks. He notes softer recent US data but highlights that markets still price some probability of a July hike.
Iraqi Prime Minister (PM) Ali Faleh al-Zaydi has called for an urgent security meeting on Wednesday following joint military operation from Saudi Arabia and the United States (US), according to a statement.
TradingKey - 마이크로소프트 ( MSFT)가 동부 시간 기준 7월 29일 수요일 장 마감 후 회계연도 4분기 실적을 발표할 예정입니다. 실적 발표를 불과 하루 앞두고 딥워터 애셋 매니지먼트(Deepwater Asset Management)의 진 뮌스터(Gene Munster)는 X에 마이크로소프트의 실적 수치는 "중요하지 않으며", 진짜 문제는 "
Deutsche Bank analysts note that lower oil prices and bond yields supported US equities, helping the equal-weighted S&P 500 reach a record high as investors rotated into defensive and non-tech sectors.
The Japanese Yen (JPY) has trimmed some losses against the US Dollar (USD) on Wednesday, but USD/JPY dips have been capped above previous highs, in the 163.30 area so far.
TradingKey - 7월 29일 일본과 한국 증시가 하락세를 이어간 가운데, 한국 증시가 아시아 주식 시장에서 다시 한번 가장 큰 타격을 입은 지역이 되었다. 삼성전자는 5% 이상 하락했고, SK하이닉스는 10% 가까이 급락했으며, 키옥시아는 14% 가까이 밀렸고, 소프트뱅크는 7% 가까이 떨어졌다.코스피(종합주가지수)는 5.98% 하락한 5,663.2
UOB strategists report that Oil prices initially fell sharply as the United States (US) military campaign against Iran remained paused, with WTI dropping to USD 79.26 and Brent to USD 84.10.
According to a senior official from Iran, the nation doesn’t support Oman's proposal for regional joint management of Strait of Hormuz, a critical chokepoint for almost 20% of global energy supply.
The Euro (EUR) ticks higher against the US Dollar (USD) at around 1.1393 during the European trading session on Wednesday. The major currency pair edges up as the US Dollar is slightly down ahead of the Federal Reserve’s (Fed) monetary policy announcement at 18:00 GMT.
ING’s Chris Turner and Padhraic Garvey expect the Bank of Japan to keep its policy rate at 1.00% on 31 July, with any modestly hawkish shift seen as unlikely to materially boost the Yen or change the USD/JPY trajectory.
The South Korean Won (KRW) extends gains for the second consecutive day against the US Dollar (USD), and is set for a 6.5% monthly rally. Strong South Korean macroeconomic data and market expectations of monetary tightening by the Bank of Korea have offset the KOSPI Index’s sell-off.
TradingKey - AI 인프라 부문에서 며칠간 매도세가 이어진 끝에, 스토리지 부문이 마침내 호재를 맞이했다.미 동부 시간 기준 7월 28일 장 마감 후, 글로벌 하드드라이브 선도 기업 씨게이트 테크놀로지( STX)가 2026 회계연도 4분기 실적을 발표했다. 해당 분기 매출과 순이익 모두 월가의 예상치를 전반적으로 웃돌았을 뿐만 아니라, 다음 회계분
