Deutsche Bank Research reports that the S&P 500 and Nasdaq fell last week in a global tech sell-off, with the Magnificent 7 entering correction territory. Chipmakers led the weakness as the Philly Semiconductor Index slumped despite Micron’s revenue beat.

Spain Harmonized Index of Consumer Prices (MoM) up to 0.6% in June from previous 0.1%

Spain Retail Sales (YoY) rose from previous 0.8% to 1.3% in May

Spain Consumer Price Index (MoM) rose from previous 0.1% to 0.6% in June

Spain Consumer Price Index (YoY) meets forecasts (3.2%) in June

Turkey Economic Confidence Index climbed from previous 97.2 to 98.9 in May

Spain Harmonized Index of Consumer Prices (YoY) remains at 3.6% in June

Here is what you need to know on Monday, June 29:

Sweden Trade Balance (MoM) increased to 2.9B in May from previous -7.3B

The Indian Rupee (INR) opens on a flat note against the US Dollar (USD) after a long weekend on Monday.

USD/IDR gains ground after two days of losses, trading around 17,900 during the Asian hours on Monday.

Reserve Bank of Australia (RBA) Assistant Governor Chris Kent said during a review of alternative monetary policy tools that the central bank will be better prepared to respond to the next crisis it faces, Bloomberg reported on Monday.

On Monday, the People’s Bank of China (PBOC) sets the USD/CNY central rate for the trading session ahead at 6.8175 compared to the previous day's fix of 6.8166 and 6.8041 Reuters estimate.

Iran’s Foreign Minister Abbas Araghchi said that responsibility for the Strait of Hormuz lies solely with Tehran and warned that any attempt to bypass its preferred route in the waterway will cause “tension and escalation,” Aljazeera reported on Monday.

Japan Large Retailer Sales climbed from previous 2% to 5% in May

The former Greater Manchester mayor and the Labour lawmaker, Andy Burnham, will outline his vision for the United Kingdom (UK) on Monday, the Guardian reported. 

Japan Retail Trade s.a (MoM) up to 1.9% in May from previous 1.3%

Japan Retail Trade (YoY) came in at 5.3%, above forecasts (3.2%) in May

Here’s a brief recap of the key developments in the Middle East war that occurred over the weekend, which are expected to have a significant impact on markets in the upcoming week.

TradingKey - 다가오는 주 시장은 미국 독립기념일 연휴를 맞이하며, 금요일에는 미국 주식 시장이 휴장합니다. 아울러 미국의 6월 비농업 부문 고용을 포함한 주요 거시경제 데이터가 목요일 이른 시간에 발표될 예정이며, 글로벌 스포츠 신발 및 의류 대기업 나이키( NKE)는 미 동부 시간 기준 6월 30일 화요일 미국 증시 마감 후 2026 회계연도

HSBC portrays Vietnam as one of Asia’s fastest-growing economies, supported by booming electronics exports and import-intensive manufacturing.

OCBC’s FX strategists Sim Moh Siong and Christopher Wong highlight that USD/SGD has eased as US Dollar (USD) momentum softened on core Personal Consumption Expenditures (PCE) Price Index data, with the pair around 1.2960.

HSBC notes that Thailand’s 1Q26 growth beat expectations on the back of strong electronics exports and robust private investment and consumption, supported by AI-related activity and fiscal stimulus.

DBS Group Research’s Ma Tieying expects South Korea’s June exports to remain very strong, with year-on-year growth around 50–60% and the trade surplus widening above USD30bn. AI-related semiconductor demand and higher memory prices are seen offsetting energy imports.

OCBC’s FX strategists Sim Moh Siong and Christopher Wong note USD/CNH’s recent run-up has stalled, with the pair around 6.8020 and daily bullish momentum intact but RSI turning lower from overbought.

United States CFTC S&P 500 NC Net Positions increased to $-35.4K from previous $-194K

Eurozone CFTC EUR NC Net Positions declined to €30.2K from previous €34.4K

Australia CFTC AUD NC Net Positions dipped from previous $-4.1K to $-13K

Japan CFTC JPY NC Net Positions up to ¥-146.1K from previous ¥-150.1K

United States CFTC Gold NC Net Positions climbed from previous $180.2K to $181.3K