USD/IDR gains ground after registering losses in the previous day, trading around 18,180 during the Asian hours on Monday. The US Dollar (USD) appreciated as intensifying geopolitical tensions in the Middle East sparked a wave of safe-haven demand.

NZD/USD depreciates after three days of losses, trading around 0.5750 during the Asian hours on Monday. The currency pair holds onto its losses as the New Zealand Dollar (NZD) remains subdued, failing to find immediate support despite a positive turnaround in local economic data.

West Texas Intermediate (WTI) oil price rises after two days of losses, trading around $74.20 during the Asian hours on Monday.

New Zealand Business NZ PSI rose from previous 47.5 to 50.6 in June

The US Central Command (CENTCOM) said that it launched additional strikes against Iran on Sunday aimed at further weakening the Islamic Republic’s ability to strike civilian vessels transiting the Strait of Hormuz, Bloomberg reported.

TradingKey - 다가오는 한 주 동안 글로벌 시장은 하반기 첫 번째 진짜 "슈퍼 위크"를 맞이할 예정이다. 6월 CPI, PPI, 소매판매 등 미국의 핵심 인플레이션 및 소비 지표가 대거 발표되며, 이는 연방준비제도(연준)의 7월 말 금리 결정 회의에 대한 기대감에 직접적인 영향을 미칠 것으로 보인다. 한편 미국의 2분기 어닝시즌이 공식적으로 개막하

DBS economists Radhika Rao and Mo Ji forecast Singapore’s advance 2Q26 Gross Domestic Product (GDP) growth at 5.8% year-on-year and 1.5% quarter-on-quarter seasonally adjusted, slightly below 1Q26 but still resilient.

Commerzbank’s report on Taiwan notes that stronger inflation, with core CPI at 2.5%, is likely to push the CBC towards a more hawkish stance, including a possible 12.5 bp hike in H2.

DBS economists Radhika Rao and Mo Ji expect the Bank of Korea (BoK) to raise its base rate to 2.75% from 2.50% in July, citing persistent CPI inflation above 3% and resilient growth.

Eurozone CFTC EUR NC Net Positions dipped from previous €1.1K to €-16.2K

United States CFTC S&P 500 NC Net Positions fell from previous $-37.6K to $-42.9K

United States CFTC Gold NC Net Positions: $194.2K vs $194K

United States CFTC Oil NC Net Positions: 75.7K vs previous 110.5K

Australia CFTC AUD NC Net Positions down to $-24.7K from previous $-17.7K

United Kingdom CFTC GBP NC Net Positions climbed from previous £-102.1K to £-87.9K

Japan CFTC JPY NC Net Positions up to ¥-123.8K from previous ¥-155.1K

MUFG’s Lloyd Chan notes Bank Negara Malaysia (BNM) kept the Overnight Policy Rate (OPR) at 2.75% and expects it to stay on hold through 2026, with domestic fundamentals described as broadly supportive.

Commerzbank analysts highlight that China’s June Consumer Price Index (CPI) slowed to 1.0% year-on-year while Producer Price Index (PPI) rose 4.1%, widening the PPI-CPI gap and squeezing downstream margins.

The Federal Reserve released its monetary policy report, in which the US central bank acknowledged that inflation remains elevated and that the labour market is broadly stable, a signal that the price stability goal hasn’t been achieved.

UOB’s Quek Ser Leang notes USD/SGD remains range-bound, with intraday action expected between 1.2905 and 1.2940 as recent price moves provided no fresh directional clues.

OCBC strategists Christopher Wong and Sim Moh Siong note that the European Central Bank's (ECB) June minutes justified the latest rate hike while keeping flexibility on future moves. Since then, Oil prices have fallen sharply and June Consumer Price Index (CPI) surprised on the downside.

DBS economists Radhika Rao and Mo Ji project China’s Gross Domestic Product (GDP) growth to slow from 5.0% year-on-year in Q1 to 4.8% in Q2.

Royal Bank of Canada (RBC) economist Nathan Janzen notes that Canadian labour markets showed further signs of stabilisation in June, following a stronger improvement in May. Employment rose modestly, while per-worker conditions improved and the unemployment rate edged down to 6.5%.

ING economists Deepali Bhargava and Lynn Song project India’s consumer inflation to edge up to 4.2% year-on-year in June, while wholesale inflation moderates to 9%.

Societe Generale analysts Dev Ashish and Brendan McKenna note that Mexico’s June inflation data surprised to the downside, with headline and core measures moving close to Banxico’s target range.

Qatar has dispatched negotiators to Iran for meetings with Iranian officials in a renewed diplomatic effort to de-escalate tensions and create conditions for broader negotiations to continue, according to a Reuters report citing a source familiar with the matter.

OCBC strategists Christopher Wong and Sim Moh Siong note that the New Zealand Dollar (NZD) outperformed after stronger manufacturing data and hawkish Reserve Bank of New Zealand (RBNZ) commentary reinforced expectations for further tightening.

Royal Bank of Canada (RBC) analysts Abbey Xu and Rachel Battaglia report that June spending by RBC Canadian cardholders remained relatively stable, with core retail sales up modestly. Discretionary goods led gains, while essential spending including gasoline also contributed.

Commerzbank economists Dr. Jörg Krämer and Bernd Weidensteiner argue that the AI-driven investment surge in US high-tech and IT is substantial but not yet excessive compared with past booms.

Canada Net Change in Employment came in at 18.2K, above forecasts (10K) in June