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Brent: Iran talks keep risk premium in focus – Deutsche Bank

Deutsche Bank strategists highlight that negotiations between Iran and Oman over a new shipping framework through the Strait of Hormuz remain finely balanced, with Tehran linking any lasting arrangement to broader demands on the US.

출처 Fxstreet1786353216
Euro advances against Canadian Dollar as Eurozone Investor Confidence rises in August

EUR/CAD inches higher after three days of losses, trading around 1.6120 during the European hours on Monday. The currency cross is holding its ground, driven primarily by a resilient Euro (EUR) following positive Eurozone economic sentiment.

출처  Fxstreet1786352480
Euro holds gains near seven-week highs as economic sentiment improves

The Euro (EUR) ticks higher against a softer US Dollar (USD) on Monday, with the EUR/USD pair trading at the 1.1560 area at the time of writing, consolidating gains a few pips below seven-week highs at 1.1773.

출처  Fxstreet1786352465
USD/CHF Price Forecast: Struggles below 0.8100 as bears eye 50-SMA pivotal support

The USD/CHF pair struggles to attract any meaningful buyers and remains on the back foot below the 0.8100 mark through the first half of the European session on Monday.

출처  Fxstreet1786352344
Japanese Yen: Intervention faces persistent rate gap – HSBC

HSBC Asset Management reviews recent coordinated intervention by Japanese and US authorities to support the Japanese Yen, recalling the sharp carry-trade unwind during the previous episode two years ago.

출처  Fxstreet1786351773
WTI comes off from day’s high as investors seeks clarity on Hormuz reopening

West Texas Intermediate (WTI), futures on NYMEX, gives back some of its early gains, but it still 1.6% higher at around $77.55 during the European trading session on Monday. The oil price retreats from its day’s high as fears of a prolonged global energy supply disruption have escalated.

출처  Fxstreet1786351762
‘빅쇼트’ 마이클 버리, 포스트 버핏 시대 버크셔는 매력을 잃었다고 언급

TradingKey - 미 동부 시간 기준 8월 9일, 유명한 '빅쇼트' 투자자인 마이클 버리가 버크셔 해서웨이( BRK.a) ( BRK.b )에 관심을 돌렸다. 그는 서브스택(Substack)을 통해 버크셔를 더 이상 매력적인 투자처로 보지 않는다고 공개적으로 밝히며, 후계자인 그렉 아벨에게는 워런 버핏과 같은 인내심이 부족하다고 직설적으로 지적했다.[출

출처  Tradingkey1786351720
TSMC 7월 매출, AI 칩 수요 강세 지속에 44.7% 급증하며 사상 최고치 경신

TradingKey - TSMC ( TSM)의 최신 월간 매출 데이터에 따르면, AI 투자 수익률 및 데이터 센터 용량에 대한 시장의 논의가 뜨거워지고 있음에도 불구하고 AI 반도체 수요는 여전히 견조하며, 동사의 매출 실적은 올해의 성장세를 이어가고 있는 것으로 나타났다.TSMC의 7월 연결 기준 매출은 NT$ 4,675억 8,000만(약 145억 달러)

출처  Tradingkey1786351544
US Dollar: Softer labour data shifts Fed outlook – Societe Generale

Societe Generale’s Kenneth Broux reports that weaker US employment data and downward revisions have sharply reduced expectations for a September Fed hike, though one move remains priced for December.

출처  Fxstreet1786351052
Eurozone Sentix Investor Confidence turns positive to 0.9 in August

Eurozone’s Sentix Investor Confidence data, a key indicator of Investor morale, turns positive to 0.9 in August from -3.1 in July.

출처  Fxstreet1786350686
Dow futures remain steady amid rising oil, diminishing Fed cut odds

Dow Jones futures are steady around 54,150 during European hours on Monday. Meanwhile, S&P 500 futures gain 0.16% to trade near 7,790 and Nasdaq 100 futures gain 0.39%, trading near 29,950.

출처  Fxstreet1786350649

니우(NIU) 2026년 2분기 실적: 매출 성장에 마진 압박 동반

출처  Tradingkey1786350139
Australian Dollar: RBA set to hold amid inflation risks - BNY

BNY’s Geoff Yu and David Tam expect the Reserve Bank of Australia (RBA) to keep rates unchanged at 4.35%, noting that markets doubt its willingness to hike despite persistent inflation and robust labor and spending data.

출처  Fxstreet1786349834
Silver Price Forecasts: XAG/USD confirms a bullish H&S targeting $67.17

Silver (XAG/USD) appreciates for the second consecutive day on Monday, trading around $64.30 after confirming above July’s peak in the $63.30 area.

출처  Fxstreet1786349473
British Pound rallies to over one-week high as fiscal woes and rate gap hammer Yen

The GBP/JPY cross catches aggressive bids at the start of a new week and builds on its strong recovery move from the vicinity of mid-209.00s, or the lowest level since early March touched last Monday.

출처  Fxstreet1786349307
Equities gain on Oil and Fed repricing – Deutsche Bank

Deutsche Bank strategists report that falling energy prices helped push the S&P 500 and other major equity indices to record highs last week. The rally was reinforced by a renewed AI (Artificial intelligence) trade, with semiconductor stocks posting particularly strong gains.

출처  Fxstreet1786349046
Swedish Krona: Hormuz reopening could lift SEK against NOK - Commerzbank

Commerzbank’s Michael Pfister analyses NOK/SEK through oil-price sensitivity and rate expectations. He finds the Norwegian Krone reacts more strongly to oil than the Swedish Krona, while Riksbank expectations adjust more to oil shocks than Norges Bank.

출처  Fxstreet1786348453
Pi Network Price Forecast: Mild bearish bias caps PI corrective rebound

Pi Network (PI) extends losses Monday after a bearish close the previous day, as price remains capped below the $0.1000 psychological threshold. Speculative demand for PI is low, with Open Interest holding above $9 million as broader market sentiment improves.

출처  Fxstreet1786347910
US Dollar Index Price Forecast: Decline to accelerate below 99.40

The US Dollar (USD) edges up against its peers on Monday after a vertical decline on Friday. At press time, the US Dollar Index (DXY), which gauges the Greenback’s value against six major currencies, trades marginally higher to near 99.70.

출처  Fxstreet1786347851
머스크, AI 트래픽의 인간 능가 확실시하는 가운데 버리는 엔비디아와 테슬라 공매도

TradingKey - 미 동부시간 기준 8월 9일, 일론 머스크는 소셜 미디어 플랫폼 X를 통해 네트워크 인프라 거대 기업 클라우드플레어( NET ). 전망 데이터에 따르면, AI 봇이 생성하는 인터넷 트래픽은 2026년 5월에 사상 처음으로 인간의 트래픽을 넘어설 것으로 보이며, 이는 당초 전망치였던 2027년 말보다 무려 18개월 앞당겨진 것이다.클라

출처  Tradingkey1786347391
Brent: Cautious trade with geopolitical risks – Rabobank

Rabobank’s Bas van Geffen notes that talks on reopening Hormuz are progressing slowly, with Iran adding new conditions on the United States (US), keeping geopolitical risk elevated for Oil.

출처  Fxstreet1786347386
EUR/JPY Price Forecast: Positions above nine-day EMA near 183.00

EUR/JPY rises after registering losses in the previous day, trading around 183.10 during the European hours on Monday. The currency cross is holding a capped tone as it sits below the 50-day Exponential moving average (EMA) while clinging to short-term support at the nine-day EMA.

출처  Fxstreet1786347124
British Pound: Soft GDP could trigger dovish BoE repricing – BBH

Brown Brothers Harriman’s (BBH) Elias Haddad argues that the British Pound (GBP) requires a stronger-than-expected United Kingdom (UK) Gross Domestic Product (GDP) print to gain upside traction.

출처  Fxstreet1786346732
Australian Dollar flat above 0.7050 vs USD, close to June 16 peak as traders await RBA

The AUD/USD pair enters a bullish consolidation phase at the start of the new week as traders opt to move to the sidelines ahead of the crucial Reserve Bank of Australia (RBA) meeting on Tuesday.

출처  Fxstreet1786346591
Equities: Falling oil and AI rebound drive record highs - Deutsche Bank

Deutsche Bank strategists report that falling energy prices and softer Federal Reserve (Fed) expectations helped push the S&P 500 and other major equity indices to new record highs last week.

출처  Fxstreet1786346073
Euro dips further against the British Pound, weighed by higher Oil prices

The Euro (EUR) posts mild losses against the British Pound (GBP) on Monday, with the EUR/GBP pair testing Friday’s lows at 0.8560, as the situation in the Middle East muddles and Crude prices tick up, adding pressure on the Eurozone’s Oil-importing economies.

출처  Fxstreet1786345931
Canadian Dollar weakens as US Dollar strengthens on rising risk aversion

USD/CAD gains ground after registering over 0.5% losses in the previous day, trading around 1.3950 during the early European hours on Monday. The pair gains ground as the US Dollar (USD) strengthens on rising safe-haven demand, driven by heightened geopolitical caution.

출처  Fxstreet1786345766
Japanese Yen: Intervention credibility questioned – BNY

BNY’s Geoff Yu and David Tam highlight that USD/JPY is grinding higher again after Japan’s recent intervention, with the Japanese Yen (JPY) having already surrendered much of its gains.

출처  Fxstreet1786345380
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