HSBC’s Willem Sels highlights that accelerating AI adoption, resilient growth and broadening earnings are supporting global equities into Q4 2026. The bank has recently added exposure to global stocks, favouring the US and Asia, while keeping sector diversification.

Crude Oil trades just under $91.00 after adding 1.6% on Monday. The grind has run roughly $10 from the $81.00 area in nine sessions, and not a barrel has stopped being produced in any of them.

ABN AMRO’s Chief Economist Germany, Alexander Krüger, notes that German economic output is rising and the bank has raised its Gross Domestic Product (GDP) growth forecast for 2026 to 1.3% and for 2027 to 1.1%.

The US Dollar Index (DXY), which tracks the Greenback’s value against a basket of six major currencies, extends its decline on Monday as a sharp rally in the Japanese Yen (JPY) outweighs support from elevated geopolitical tensions and Federal Reserve (Fed) interest rate hike expectations.

The US Dollar (USD) has started the week on the back foot, rapidly leaving behind Friday’s uptick and refocusing on the downside.

EUR/USD holds above 1.1600 after a Monday that covered 28 pips. The Eurozone revised second-quarter growth up to 0.6% against a 0.4% consensus, the Sentix investor survey jumped to 5.1 from 0.9, and the pair added a tenth of a percent.

TD Securities expects US output growth to move sideways in 2026 as the prior Oil shock lingers and the Iran conflict poses stagflationary risks. GDP is forecast to end 2026 at 2.1% Q4/Q4, with unemployment around 4.2%. The bank assigns a 25% probability to a US recession over the next year.

The Ministry of Finance was not in the market on Monday, and on the most recent positioning data the carry trade did not close either. USD/JPY trades just above 154.00 after giving up close to two Yen, its weakest in six months. What has repriced is the cost of the funding leg.

The Pound Sterling rises by over 0.23% amid thin trading conditions, as US markets remained closed for the Labour Day weekend, while the US-Iran conflict escalated, with both countries exchanging strikes around the Strait of Hormuz. The GBP/USD trades at 1.3541.

TradingKey - 국내 증권사 KB증권은 최신 리서치 보고서에서 삼성전자와 SK하이닉스(SKHY)의 메모리 반도체 재고가 10일 치 미만으로 떨어졌으며, 내년 공급 가능 물량이 크게 부족할 것이라고 지적했다.KB증권은 인공지능(AI) 인프라 투자 확대가 유례없는 속도로 진행됨에 따라 메모리 반도체 시장이 심각한 공급 부족에 직면해 있다고 덧붙였다. 이

Bitcoin (BTC) is correcting below $79,000 on Monday, mirroring the broader cryptocurrency market’s lethargic, bearish-shifting outlook. The Crypto King was rejected near $81,500 last Thursday, suggesting investor exhaustion.

NZD/USD trades around 0.5880 on Monday at the time of writing, posting a modest 0.06% decline on the day after two consecutive days of gains.

USD/CHF trades with a downside bias on Monday as the US Dollar (USD) stays on the defensive, largely due to broad Japanese Yen (JPY) strength. At the time of writing, the pair trades around 0.8091 after retreating from an intraday high of 0.8110.

Societe Generale’s UK team notes weakening housing demand as mortgage approvals fall to late-2023 lows, while business lending remains firm and wage expectations show limited second-round effects.

TradingKey - 씨티는 금(XAUUSD)에 대한 강세 가격 전망을 유지하며, 3개월 목표가를 온스당 4,800달러로, 6~12개월 목표가를 온스당 5,000달러로 설정했습니다. 이는 모두 현재 약 4,400달러 수준인 금 현물 가격을 상회하는 수치입니다. 씨티는 2026년 4분기에 호르무즈 해협의 정상 운항이 재개될 경우, 에너지 가격 하락이 금값의

Bonk (BONK) is edging lower and trading at $0.00000318 on Monday, weighed down by a broader cryptocurrency market correction. The meme coin was rejected around $0.00000367 the day before, cutting short a recovery attempt.

AUD/USD advances on Monday, gaining 0.22% on the day to trade around 0.7220 at the time of writing, after reaching its highest level in more than three months.

West Texas Intermediate (WTI) Oil edges higher on Monday as fresh attacks by the United States and Iran over the weekend add to already elevated supply concerns from the months-long war in the Middle East. At the time of writing, WTI trades around $91.15 per barrel, its highest level since July 24.

WTI 선물 (USOIL-F) 종목은 9월7일 11:05(ET)에 2.11% 상승하여, 현재 가격은 $93.08이고, 최근 7일간 7.93% 상승했습니다.오늘 WTI 선물(USOIL-F) 주가 상승의 요인은 무엇인가요?서부텍사스산원유(WTI) 선물 가격은 주말 사이 중동 지정학적 갈등이 급격히 고조되고 글로벌 해상 공급망에 대한 위협이 커짐에 따라 주로 상

HSBC highlights that markets now expect the Bank of Japan (BoJ) to tighten policy more quickly, with overnight index swaps implying about 75bp of cumulative hikes by April 2027 and assigning odds to a move at the 18 September meeting.

TradingKey - 트렌드포스(TrendForce)의 최신 메모리 산업 연구에 따르면, 2026년 2분기 범용 DRAM 계약 가격의 대폭 상승으로 전체 DRAM 산업 매출이 전분기 대비 59.5% 증가한 약 1,547억 3,000만 달러를 기록했다.LLM 모델 학습과 AI 추론이 AI 서버 수요를 견인함에 따라 HBM3e, LPDDR5X, 고용량 RDI

TD Securities economists Robert Both and Emma Lawrence highlight that the Bank of Canada adopted a more hawkish tone, emphasizing upside inflation risks even as core inflation stays subdued.

Bitcoin (BTCUSD) 종목은 9월7일 10:25(ET)에 1.04% 하락하여, 현재 가격은 $79049.28이고, 최근 7일간 0.27% 상승했습니다.오늘 Bitcoin(BTCUSD) 주가 하락의 요인은 무엇인가요?비트코인은 거시 유동성 환경의 변화와 미국 금리 인상 기대감 고조의 영향으로 주로 하방 압력을 받았습니다. 예상보다 견조한 경제 지표,

ABN AMRO economists Bill Diviney and Jan-Paul van de Kerke expect Eurozone growth to remain resilient despite a renewed energy shock, supported by German fiscal spending and solid underlying activity.

Deutsche Bank economists Sanjay Raja and Maui Brennan expect United Kingdom (UK) Gross Domestic Product (GDP) to have slipped slightly in July after strong growth earlier in 2026. They forecast a modest monthly contraction led by services and production, with construction only marginally higher.

Brown Brothers Harriman’s (BBH) Elias Haddad notes the US Dollar (USD) weakened on broad Japanese Yen strength before partially recovering as strong US August payrolls revived expectations for a September Fed hike.

Societe Generale analysts Michael Haigh and Jeremy Sellem describe a broad-based Gold bull market in 2026, driven by ETFs, futures and options positioning. They highlight strong physical ETF inflows, near-record futures exposure by money managers and a structurally bullish options skew.