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China’s RatingDog Services PMI jumps to 51.4 in August, vs. 50.6 expected 

China's Services Purchasing Managers' Index (PMI) climbed to 51.4 in August from 50.4 in July, the latest data published by RatingDog showed on Thursday. This figure came in stronger than the market expectations of 50.6. 

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Australia’s Trade Balance shows a surplus of 1,923M MoM in July, vs. 1,390 expected

Australia's Trade Balance narrowed to A$1,923M MoM in July, followed a surplus of 1,929M in the previous reading, according to the latest foreign trade data published by the Australian Bureau of Statistics on Thursday. The market consensus was for a surplus of A$1,390M. 

출처  Fxstreet1788399153
Euro steadies below 1.1600 as hawkish Fed rhetoric limits gains

The EUR/USD pair holds steady near 1.1590 during the early Asian session on Thursday. The potential upside for the major pair might be limited amid hawkish Federal Reserve (Fed) expectations and escalating conflict in the Middle East.

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New Zealand Terms of Trade Index came in at -9% below forecasts (-2.2%) in 2Q

출처  Fxstreet1788389102
South Korean Won: Strong exports and BoK stance back gradual KRW gains – Commerzbank

Commerzbank highlights that South Korea’s export boom and a large trade surplus, combined with a hawkish Bank of Korea, are supportive for the Korean Won. They argue that changing FX flow dynamics should allow more of the surplus to translate into KRW strength.

출처  Fxstreet1788376020
Fed’s Beige Book shows modest growth as prices rise

The Federal Reserve released its Beige Book, in which the US central bank revealed that economic activity increased modestly since early July, while overall employment rose slightly. Regarding inflation, prices rose in eight districts.

출처  Fxstreet1788373308
Indonesian Rupiah: Higher oil prices add to IDR pressure - MUFG

MUFG’s Lloyd Chan remains cautious on the Indonesian Rupiah as domestic inflation accelerates and Gross Domestic Product (GDP) growth stays above 5%. The trade balance has improved slightly but remains weaker than 2025 averages due to higher Oil and gas imports.

출처  Fxstreet1788372466
Singapore Dollar: Downside risks remain against US Dollar – OCBC

OCBC’s Sim Moh Siong and Christopher Wong note that USD/SGD is rebounding alongside a stronger US Dollar (USD), supported by higher US Treasury yields and firmer Fed hike expectations.

출처  Fxstreet1788371023
British Pound: Break below 1.35 shifts focus lower against US Dollar – Scotiabank

Scotiabank strategists Shaun Osborne and Eric Theoret describe GBP/USD as soft but mid-pack within the G10, with domestic data and Bank of England (BoE) events limited ahead of Governor Bailey’s speech.

출처  Fxstreet1788369840

Russia Unemployment Rate rose from previous 2.2% to 2.3% in July

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미국 8월 비농업 고용 지표 전망: 연준의 9월 금리 인상 결정에 얼마나 영향을 미칠까?

TradingKey - 미국 노동통계국은 동부시간 기준 9월 4일 8월 비농업 부문 고용 보고서를 발표할 예정이다. 연방준비제도(Fed·연준)의 9월 정책회의를 앞두고 나오는 마지막 종합 고용 지표인 이번 보고서는 정책 결정자들이 노동 시장이 추가 금리 인상을 견딜 수 있는지, 그리고 인건비가 인플레이션의 새로운 동인이 되고 있는지를 평가하는 데 도움이 될

출처  Tradingkey1788356275
European Central Bank: Dovish hike path as energy drives inflation – ING

ING’s Carsten Brzeski expects the European Central Bank (ECB) to raise rates by 25bp next week, characterizing it as an ‘insurance’ or dovish hike. He notes Eurozone resilience, but stresses that inflation is mainly driven by energy, limiting the case for further tightening.

출처  Fxstreet1788354650
Reserve Bank of Australia: September hike expectations strengthen – TD Securities

TD Securities’ Prashant Newnaha now expects the Reserve Bank of Australia (RBA) to raise the cash rate by 25bps to 4.60% at the late-September meeting. The change follows stronger-than-expected Q2 Gross Domestic Product (GDP) and firm discretionary consumption.

출처  Fxstreet1788354132
US Dollar: Hawkish Fed expectations underpin strength – OCBC

OCBC’s Sim Moh Siong and Christopher Wong highlight that higher Oil prices and renewed US-Iran tensions have pushed global bond yields higher and strengthened the US Dollar, with markets fully pricing a 25bp Federal Reserve (Fed) rate hike by October.

출처  Fxstreet1788352439
Fed's Williams: Recent data have been encouraging on inflation

In an interview with CNBC on Wednesday, New York Federal Reserve (Fed) Bank President John Williams said that tariffs and the Middle East war are big drivers of inflation over target, per Reuters.

출처  Fxstreet1788352304
Federal Reserve: Election-year hikes and long-end rates risks – TD Securities

TD Securities strategists argue that Federal Reserve (Fed) decisions in election years remain driven by data rather than politics, with only a small difference in action frequencies versus non-election years.

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US Commerce Secretary Lutnick: Canada treated the US 'disrespectfully'

United States (US) Commerce Secretary Howard Lutnick said during the European trading session on Wednesday that there will be a tariff relief if the company builds in the US.

출처  Fxstreet1788348607
India's GDP surged to 7.8% and growth forecasts are climbing: Why the Reserve Bank of India now faces 75bp of hikes

India’s macroeconomic outlook has strengthened following a sharp Q1-FY27 Gross Domestic Product (GDP) print of 7.8%, prompting financial institutions to upgrade both medium-term growth projections and interest rate expectations.

출처  Fxstreet1788341957
Euro: ECB guidance may trigger asymmetric downside risks - Commerzbank

Commerzbank’s Antje Praefcke notes that markets are fully pricing an European Central Bank (ECB) rate hike next week after Euro Area inflation rose to 3.3%, but she doubts further tightening beyond September as projections show inflation declining into 2027.

출처  Fxstreet1788337207
Euro advances against Canadian Dollar amid lower oil prices, ECB rate hike bets

EUR/CAD gains ground for the second successive day, trading around 1.6120 during the European hours on Wednesday. The currency cross gains ground as the commodity-linked Canadian Dollar (CAD) faces pressure from declining oil prices.

출처  Fxstreet1788336923
US Dollar: Fed story supports renewed strength – ING

ING’s Chris Turner notes the Dollar is holding gains after Kevin Warsh’s hawkish comments and a renewed spike in energy prices, with markets now expecting a Federal Reserve rate hike in September.

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Indonesian Rupiah declines as US Dollar gains on Fed rate hike bets

USD/IDR extends its gains for the second successive day, trading around 17,810 during the European hours on Wednesday.

출처  Fxstreet1788335256
Indian Rupee: Stronger growth justifies extended RBI tightening – Societe Generale

Societe Generale’s Kunal Kundu now expects the RBI to deliver three 25bp rate hikes, taking the repo rate from 5.25% to 6.00% by early 2027, versus two hikes previously.

출처  Fxstreet1788334984
Forex Today: Risk aversion grips markets as tensions in Mideast escalate further

Here is what you need to know on Wednesday, September 2:

출처  Fxstreet1788334275
Equities: Global stocks extend declines as yields rise – Deutsche Bank

Deutsche Bank’s Jim Reid notes that rising nominal and real yields pressured global equities, with US and European stocks falling and losses extending across Asia. US technology shares underperformed, while European declines were more moderate.

출처  Fxstreet1788332072
머스크의 최신 전망: AI, 세계 경제 30조 달러 부양 가능, 10년 내 휴머노이드 로봇 10억 대 도달

TradingKey - 일론 머스크가 AI 및 로봇공학에 대해 다시 한번 매우 대담한 전망을 제시했다.노스캐롤라이나주 애슈빌에서 열린 G20 관련 회의에 화상으로 참석한 머스크는 인공지능(AI)이 이미 눈에 띄는 생산성 향상을 가져오기 시작했으며, 휴머노이드 로봇이 대규모로 보급됨에 따라 전 세계 생산성이 훨씬 더 큰 도약을 이룰 수 있다고 밝혔다.그는 A

출처  Tradingkey1788331951
Brent: Geopolitical risk keeps cracks elevated – ING

ING analysts Warren Patterson and Ewa Manthey note Brent has pushed back above $95/bbl as escalating Persian Gulf tensions revive supply risk and a geopolitical premium.

출처  Fxstreet1788331174
US Dollar: August inflation key to September Fed decision - Commerzbank

Antje Praefcke at Commerzbank highlights that markets now price nearly a 70% chance of a September Fed hike after Chair Kevin Warsh’s hawkish speech, but stresses upcoming US inflation data will be decisive.

출처  Fxstreet1788330615
Euro: Pressured as ECB hike looms – Danske Bank

Danske Research Team notes that EUR/USD slipped below 1.1600 as the US Dollar strengthened on a hawkish Federal Reserve stance and geopolitical tensions. The team highlights that Euro area inflation has moved back above 3%, reinforcing expectations for a September ECB rate hike.

출처  Fxstreet1788329533
ECB's Nagel: Markets see over 95% probability of a September rate hike

The European Central Bank (ECB) Governing Council member Joachim Nagel said on Wednesday that markets see over 95% chance of a September rate hike.

출처  Fxstreet1788329300
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