TradingKey - 동부 시간 7월 22일, 월스트리트저널(WSJ)에 따르면 어드밴스드 마이크로 디바이시스( AMD)는 AI 기업 앤트로픽(Anthropic)과 수십억 달러 규모의 AI 서버 파트너십 계약을 체결했다. 계약 조건에 따라 앤트로픽은 2027년 상반기부터 자사 데이터 센터를 위해 AMD의 최신 세대 AI 반도체인 '인스틴트 MI450(Ins

BNY’s Geoff Yu notes that Bank of Japan (BoJ) officials are reported open to raising rates faster than economists expected as Japanese Yen (JPY) weakness lifts inflation risks.

US President Donald Trump issued a fresh warning to Iran on Wednesday, threatening strikes on the country’s infrastructure if Tehran targets vessels in the Strait of Hormuz.

WTI extends its rebound on Wednesday as rising tensions in the Middle East disrupt Oil flows through the Strait of Hormuz and the Red Sea. At the time of writing, WTI trades around $86.20 after reaching an intraday high of $87.83, its highest level since June 11.

Nomura strategists analyse the latest United Kingdom (UK) June inflation data, noting headline Consumer Price Index (CPI) fell to 2.6% as the Bank of England expected, but core and services inflation stayed sticky.

ING strategist Frantisek Taborsky reports the National Bank of Hungary (MNB) cut rates to 5.75% and confirmed dovish guidance, signaling further easing in August and possibly beyond. Markets have accepted renewed rate-cut pricing, and ING expects more dovish repricing.

Ripple (XRP) retains a slightly bullish outlook on Wednesday despite logging a minor correction from the supply range near $1.15.

Societe Generale economist Sam Cartwright analyzes June United Kingdom (UK) inflation, noting headline Consumer Price Index (CPI) at 2.6% year-on-year, below Bank of England (BoE) projections, with core inflation steady at 2.6%.

Bitcoin (BTC) trades slightly lower around $66,000 on Wednesday as tensions in the Middle East escalate further. Still, the Crypto King is up over 2.5% so far this week.

TradingKey - 미 동부 시간 7월 22일, 미국 개장 전 거래에서 3대 주요 주가지수 선물이 일제히 하락했다. 보도 시점 기준 나스닥 100 지수 선물은 0.76% 하락했고, S&P 500 지수 선물은 0.29% 떨어졌으며, 다우존스 지수 선물은 0.13% 하락했다.[출처: CME 그룹]원자재 시장에서는 유가가 급등했다. 보도 시점 기준 WTI 원

BNY's Geoff Yu notes that India’s central bank (RBI) has stepped in to support the Indian Rupee (INR) as rising energy costs threaten external balances and FX volatility. iFlow shows INR is currently underheld versus earlier in the year.

The US Dollar Index (DXY) shows moderate losses on Wednesday but has retraced most of the decline seen during the Asian trading session.

Gold (XAU/USD) climbs to a two-week high on Wednesday as bargain hunters step in near the $4,000 mark, while traders weigh Middle East risks and the Federal Reserve’s (Fed) monetary policy outlook.

Rabobank’s Senior FX Strategist Jane Foley discusses Japanese Yen (JPY) prospects, focusing on USD/JPY. Foley highlight that intervention by the Ministry of Finance (MoF) alone is unlikely to change the pair’s direction without improved Japanese fundamentals.

TradingKey - 중동 긴장이 지속적으로 고조됨에 따라 국제 원유 시장이 다시 한번 심각한 영향을 받았다. 지정학적 리스크 상승으로 22일 국제 유가가 급등한 가운데, 서부텍사스산 원유(WTI) 선물( UKOIL-F)은 한때 4.28% 상승하며 배럴당 88.17달러를 기록했고, 브렌트유 선물( USOIL-F)은 배럴당 95달러를 돌파하며 지난 6월 1

Brown Brothers Harriman’s Elias Haddad notes the British Pound (GBP) remains heavy versus the US Dollar (USD) and Euro (EUR) after a mixed United Kingdom (UK) June Consumer Price Index (CPI) report, with headline inflation cooling but core and services measures still sticky.

Silver (XAG/USD) trades around $59.35 at the time of writing on Wednesday, up 0.94% on the day, as persistent safe-haven demand offsets the negative impact of rising inflation expectations.

Chris Turner at ING notes EUR/USD has held up relatively well despite energy price gains and wider natural gas prices.

South Africa Retail Sales (YoY) increased to 2.3% in May from previous 1.3%

United States MBA Mortgage Applications increased to 1.9% in July 17 from previous -2.7%

Bitcoin (BTC) trades elevated above $66,000 immediate support on Wednesday, following a minor correction from its weekly high of $66,956.

TradingKey - 미 동부 시간 7월 22일, 슈퍼마이크로컴퓨터( SMCI)는 프리마켓에서 주가가 한때 17% 이상 급등했다. 개장 전 발표된 이 회사의 4분기 잠정 실적에 따르면 매출총이익률이 전분기 대비 크게 반등했으며, 신규 수주액은 600억 달러를 넘어섰다. 이번 실적 보고서는 AI 서버에 대한 수요가 여전히 증가세를 보이고 있음을 나타낸다.[

The Euro (EUR) reversed earlier gains against the Japanese Yen (JPY) on Wednesday, following hawkish comments by Bank of Japan’s (BoJ) policymakers. The pair, however, remains a few pips below 186.00 at the time of writing, with the five-week high of 186.19 at a short distance.

The World Bank warned that the global economy is only "a few months" away from a worst-case scenario in which global growth slows to 1.3% while inflation rises to 4.5%, according to comments by Chief Economist Indermit Gill reported by Reuters.

Following his meeting with Chinese Foreign Minister Wang Yi in Manila on Wednesday, United States (US) Secretary of State Marco Rubio said that “Iran is in a lot of trouble.”

Derek Halpenny at MUFG explains that US trade tariff uncertainty is set to re-emerge as Section 122 measures expire and are replaced by more targeted Section 301 actions.

Gold (XAU/USD) extends gains for the fourth consecutive day on Wednesday, standing comfortably above $4,100, unfazed by the risk-off market amid rising tensions in Iran and higher Oil prices.