TradingKey - 8월 11일 TSMC는 OCP APAC 서밋에서 5.5배 레티클 크기의 CoWoS 첨단 패키징 솔루션이 양산 단계에 진입했다고 밝혔다. 해당 솔루션은 최대 12개의 HBM4 스택을 탑재할 수 있으며 여러 AI 고객사의 제품에서 검증을 마쳤고, 특정 AI 반도체의 수율은 지속적으로 98%를 상회하며 일부 사례에서는 99%에 달하기도 한

The United Kingdom’s (UK) Office for National Statistics will release the preliminary estimate of the second-quarter Gross Domestic Product (GDP) on Thursday. Market analysts anticipate a 0.4% growth in the three months to June, after a modest 0.6% advance in the first quarter of 2026.

USD/CAD remains steady after registering minor gains in the previous day, trading around 1.3940 during the Asian hours on Thursday. The currency pair moves within a narrow range as a weaker US Dollar (USD) balances out the impact of falling oil prices on the commodity-linked Canadian Dollar (CAD).

The GBP/USD pair edges slightly higher to near 1.3500 during the early Asian trading hours on Thursday. The US Dollar (USD) softens against the British Pound (GBP) on a tame reading of the US inflation report.

Bitcoin (BTC) is showing signs of growing market exhaustion, with weakening liquidity and subdued demand leaving the market vulnerable to a sharp move, according to a Glassnode report on Wednesday.

The US Dollar Index (DXY), which tracks the Greenback against a basket of currencies, continues its struggle to build on the momentum beyond the 100.00 psychological mark and edges lower during the Asian session on Thursday.

The People’s Bank of China (PBOC) sets the USD/CNY central rate for the trading session ahead on Thursday at 6.7888 compared to the previous day's fix of 6.7882 and 6.7470 Reuters estimate.

EUR/USD halts its three-day losing streak, trading around 1.1530 during the Asian hours on Thursday. The currency pair gains ground as the US Dollar (USD) faces challenges following the release of July's Consumer Price Index (CPI) report.

Singapore Gross Domestic Product (QoQ) climbed from previous 1.1% to 1.4% in 2Q

West Texas Intermediate (WTI), the US crude oil benchmark, is trading around $82.45 during the early Asian trading hours on Thursday. WTI declines on a larger-than-expected build in US crude oil inventories. Traders will closely monitor the developments surrounding US-Iran talks for fresh impetus. 

Reserve Bank of Australia (RBA) Assistant Governor Chris Kent  said on Thursday that interest rate hikes are producing the expected effect. Kent added that further rate increases possible if risks emerge.

시장 동향 추적TradingKey - 미국의 7월 소비자물가지수(CPI) 데이터가 예상치에 부합하면서 연방준비제도(Fed·연준)가 추가로 정책을 긴축할 시급성이 줄어들었습니다. 기술 및 AI 섹터 내부 실적은 엇갈렸으나, 섹터 전체적으로는 실적 펀더멘털의 지지를 받았습니다.마감 기준 다우존스 산업평균지수는 0.04% 하락한 53,770.27을 기록했고, 나

Singapore Gross Domestic Product (YoY): 5.9% (2Q) vs 5.7%

The United States (US) and Iran remain at ​loggerheads over efforts to agree a permanent end to the war in the Middle East, Reuters reported on Wednesday.

Gold price (XAU/USD) declines to around $4,400 during the early Asian session on Thursday, pressured by escalating geopolitical tensions between the United States (US) and Iran.

Geoff Yu at BNY says a less hawkish Fed has weakened the Dollar, but this has not translated into a broad commodity rally. Institutional investors remain sellers of metals and miners, while EM commodity sovereign debt continues to struggle and commodity FX buying has faded.

Bitcoin (BTC) is showing several signs of a potential market bottom as multiple indicators show improving market conditions, according to CryptoQuant analysts.

The Dollar has spent Wednesday grinding higher against the Yen with no headline to carry it, trading near 159.50 after a low just beneath 158.60 and a gain of under a tenth of a percent.

Sterling spent the London morning building a case for a break and the rest of the session dismantling it, trading near 1.3495 after a high just short of 1.3550 and a loss of not quite a tenth of a percent.

The GBP/JPY holds firm on Wednesday at around 215.00, as neither buyers nor sellers are reluctant to open fresh directional bets amid fears of renewed intervention in the FX markets by US and Japanese authorities to propel the Yen.

DBS Group Research’s Radhika Rao reports that Indonesia’s onshore markets welcomed President Prabowo’s nomination of Deputy Governor Destry Damayanti as the next Bank Indonesia Governor.

The Aussie Dollar ended Wednesday’s session with losses against the Greenback as US inflation data matched estimates, in both headline and core. Consequently, traders pushed back against rate hikes, though the AUD/USD faded the initial move and traded at 0.7061, down 0.07%.

The Euro reversed course after reaching a two-day high of 1.1563, following the release of a benign US inflation report for July, which triggered a repricing for a less “hawkish” Federal Reserve, throughout 2026.

Commerzbank’s Charlie Lay and Dr. Henry Hao point out USD/CNY is stable around 6.75, with their model implying a slightly stronger PBoC fix.

The Mexican Peso appreciates to levels last seen in 2024 following a softer-than-expected US inflation report, preventing a rate hike by the Federal Reserve as projected by investors. The USD/MXN trades at 17.05 after hitting early lows of 17.01.

NZD/USD is trading near 0.5860, down over 0.30% on Wednesday and falling for the third consecutive day.

UOB’s Quek Ser Leang and Lee Sue Ann note that USD/SGD closed little changed around 1.2800, with the S$NEER trading 1.7% above its mid-point and implying a 1.2760–1.2822 range.