TradingKey - 동부시간 기준 7월 8일, 두 가지 주요 원유 선물이 급등하며 브렌트유는 80달러선 복귀를 목에 두고 6월 중순의 고점을 탈환했다. 트럼프 미국 대통령이 터키에서 열린 NATO 정상회의에 참석한 자리에서 미군이 오늘 밤 이란에 대해 추가 군사 타격을 가할 수 있다고 밝힌 영향으로 알려졌다.보도 시점 기준, 브렌트유는 7% 이상 상승한

Scotiabank strategists Shaun Osborne and Eric Theoret note the British Pound (GBP) is slightly softer but supported by a sharp repricing of Bank of England (BoE) tightening.

ING’s Francesco Pesole notes that recent equity jitters and firm Oil prices have underlined the Dollar’s safe-haven appeal, while markets look to the June Federal Open Market Committee (FOMC) minutes.

United States EIA Crude Oil Stocks Change above expectations (-1.9M) in July 3: Actual (2.998M)

TradingKey - SpaceX(SPCX)가 역사상 최대 규모의 IPO를 통해 사상 최고 기록을 달성한 이후, 상업 우주 산업에 대한 시장의 관심이 지속적으로 높아지고 있습니다. 최근 소식에 따르면 제프 베이조스의 블루 오리진(Blue Origin)이 그 뒤를 빠르게 쫓고 있으며, 투자 유치 후 기업가치 1조 3,000억 달러를 기준으로 100억 달러

Societe Generale strategist Kunal Kundu expects India’s June 2026 headline Consumer Price Index (CPI) inflation to print around 4.1% year-on-year, slightly above May’s 3.9% but still within the RBI’s tolerance band.

브로드컴 (AVGO) 종목은 4.07% 상승하여 움직였습니다. 기술 장비 업종은 1.24% 상승했습니다. 해당 기업은 산업 평균보다 우수한 성과를 기록했습니다. 업종 내 거래량 기준 상위 3개 종목은 Micron Technology Inc (MU) 상승 1.73%, SanDisk Corporation (SNDK) 상승 4.22%, NVIDIA Corp (N

Shopify Inc (SHOP) 종목은 3.70% 하락하여 움직였습니다. 소프트웨어 및 IT 서비스 업종은 2.07% 하락했습니다. 해당 기업은 산업 평균보다 저조한 성과를 기록했습니다. 업종 내 거래량 기준 상위 3개 종목은 Microsoft Corp (MSFT) 하락 1.42%, Meta Platforms Inc (META) 하락 2.04%, Pala

Applied Materials Inc (AMAT) 종목은 3.55% 상승하여 움직였습니다. 기술 장비 업종은 1.24% 상승했습니다. 해당 기업은 산업 평균보다 우수한 성과를 기록했습니다. 업종 내 거래량 기준 상위 3개 종목은 Micron Technology Inc (MU) 상승 1.73%, SanDisk Corporation (SNDK) 상승 4.22

Silver (XAG/USD) extends its decline on Wednesday and trades around $58.45 at the time of writing. The white metal remains under pressure after comments from US President Donald Trump revived concerns about renewed conflict in the Middle East, supporting the US Dollar (USD) and US Treasury yields.

EUR/USD treads water above the 1.1400 mark on Wednesday, steadying after coming under selling pressure as traders assess renewed US-Iran tensions after both sides exchanged fire overnight following attacks on commercial ships near the Strait of Hormuz earlier this week.

Rabobank strategists Christian Lawrence and Molly Schwartz note that despite Moody’s downgrade of Mexico to Baa3, 10-year MBono yields have fallen and markets remain relaxed about Mexico’s investment-grade status.

United States Wholesale Inventories registered at 0.1%, below expectations (0.3%) in May

Scotiabank strategists Shaun Osborne and Eric Theoret note the Euro (EUR) is consolidating around the low 1.14s, with mixed G10 performance as markets reassess Oil’s impact on Euro area terms of trade and the European Central Bank’s (ECB) rate path.

Standard Chartered analysis by Christopher Graham and Saabir Salad discusses Andy Burnham’s stance against an early UK general election if he becomes prime minister.

United States (US) President Donald Trump stepped up his rhetoric against Iran on Wednesday on the sidelines of the North Atlantic Treaty Organisation (NATO) summit, according to comments cited by Reuters.

BNY’s Geoff Yu reports that the Reserve Bank of New Zealand (RBNZ) raised its Official Cash Rate (OCR) by 25bp to 2.50% to steer inflation back to 2%. The committee still sees further removal of stimulus as likely, though data will guide decisions.

TradingKey - 수요일, AI 칩 스타트업 삼바노바(SambaNova)가 10억 달러 규모의 시리즈 F 투자 유치를 완료했다고 발표하며, 기업가치를 110억 달러로 끌어올리고 AI 칩 분야의 새로운 데카콘 기업으로 등극했다.이번 투자 라운드는 제너럴 애틀랜틱(General Atlantic)이 주도했으며, 셀리그먼 벤처스(Seligman Venture

Scotiabank strategists Shaun Osborne and Eric Theoret note that the Canadian Dollar (CAD) has held up well through recent Iran-driven volatility, extending its rebound even as the US Dollar (USD) trades mixed.

The United States (US) Federal Reserve (Fed) will release the Minutes of the June 16-17 Federal Open Market Committee (FOMC) meeting on Wednesday at 18:00 GMT. The Minutes should shed more light on the Fed’s hawkish hold delivered at Kevin Warsh’s first meeting as Fed Chair.

DBS Group Research’s Philip Wee reports that the New York Fed’s June Survey of Consumer Expectations showed 1-year inflation expectations rising to 3.7%, with 3-year expectations at 3.3% and 5-year unchanged at 3%.

National Bank of Canada’s (NBC) strategist Alexandra Ducharme reports Canada’s merchandise trade surplus hit a four-year high in May as exports reached a record C$77.1 billion. Gains were driven by metal ores and non-metallic minerals, while energy exports declined.

West Texas Intermediate (WTI) US Oil trades around $73.10 on Wednesday at the time of writing, up 1.48% on the day, as investors reassess risks to global energy supply following a renewed deterioration in geopolitical conditions across the Middle East.

USD/JPY edges higher on Wednesday as renewed escalation in the Middle East boosts demand for the US Dollar (USD) and lifts Oil prices, weighing on the Japanese Yen (JPY). At the time of writing, the pair is trading around 162.50, close to 40-year highs.

Rabobank's Senior FX Strategist Jane Foley highlights that the British Pound (GBP) has been a strong G10 performer this year, supported by sticky United Kingdom (UK) inflation, Bank of England (BoE) rate expectations and inbound M&A flows.

Francesco Pesole at ING discusses Euro resilience despite French political developments, including Marine Le Pen’s 2027 bid and expectations of an RN win.

Brown Brothers Harriman’s (BBH) Elias Haddad reports that the Reserve Bank of New Zealand (RBNZ) delivered a 25 bps hike to 2.50%, largely priced in, triggering an New Zealand Dollar (NZD) rally before gains were trimmed by Middle East tensions.