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Euro: Range seen around mid‑1.15s against US Dollar – Scotiabank

Scotiabank’s FX team notes EUR/USD is drifting toward 1.15 after a Fed‑driven rally, with euro area CPI broadly in line with expectations and French data briefly lifting the Euro. Rate expectations are stabilizing, with about 42 bps of tightening priced by December.

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Canada: Growth outpaces forecasts – RBC

Royal Bank of Canada (RBC) economists Abbey Xu and Nathan Janzen note that Canadian Gross Domestic Product (GDP) rose 0.3% in May, with an advance estimate of 0.2% for June, indicating a solid second-quarter rebound after winter stagnation.

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United States: Broad-based Q2 GDP strength beyond AI – TD Securities

TD Securities economists Eli Nir and Oscar Munoz highlight that Q2 United States (US) Gross Domestic Product (GDP) growth slowed to 1.5% q/q AR, but underlying private domestic final purchases accelerated to 3.9%.

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Aluminium: Tightness points to higher prices – Commerzbank

Commerzbank’s Norman Liebke highlights that China’s July trade data will be key for base metals, especially Aluminium. Chinese Aluminium output in H1 exceeded the official cap, suggesting production may ease later this year.

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India: RBI hold expectations shape policy outlook – ING

ING economists Deepali Bhargava and Lynn Song expect the Reserve Bank of India to keep the repo rate at 5.25% this week. They note that while June headline inflation rose on higher fuel prices, core inflation remains below target.

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China: Policy support balances weak PMIs – UOB

UOB economist Ho Woei Chen highlights that China’s July CFLP PMIs slipped into contraction, with both manufacturing and non-manufacturing gauges signaling broad-based weakness in activity. The report notes particularly soft industrial output and services, while construction also declined.

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Japanese Yen: BoJ patience keeps wide trading range – TD Securities

TD Securities notes the Bank of Japan (BoJ) left its policy rate at 1% with an 8–1 vote, as Governor Ueda delivered notably hawkish remarks. Despite this, the Japanese Yen (JPY) reaction was muted, and the TD forecasts the next 25 bps hike only in December.

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Breaking: Canada's GDP expanded by 0.3% MoM in May

Canada’s economy cooled a tad in May. Indeed, the Gross Domestic Product (GDP) grew by 0.3%, adding to the previous month's 0.6% expansion (revised from 0.5%), according to data released by Statistics Canada.

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British Pound: Softer BoE stance seen weighing on Sterling – BBH

Brown Brothers Harriman’s (BBH) Elias Haddad highlights that the Bank of England (BoE) left rates at 3.75% with a 6–3 vote, while Governor Andrew Bailey pushed back against expectations of an imminent hike.

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Euro: ECB September hike still base case – TD Securities

TD Securities strategists highlight that Euro area Harmonised Index of Consumer Prices (HICP) inflation rose to 2.9% y/y in July, with core inflation at 2.5% and services inflation at 3.3%, indicating only limited evidence of meaningful second-round effects.

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Brent: Conflict risks keep prices elevated – Commerzbank

Commerzbank’s Norman Liebke and colleagues highlight that Brent remains volatile as Middle East tensions and shipping disruptions through key chokepoints constrain supply.

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Canadian Dollar: Balanced growth supports CAD – TD Securities

TD Securities strategists expect Canadian real Gross Domestic Product (GDP) to rise by 0.2% m/m in May, exceeding the flash estimate and extending April’s 0.5% gain. They highlight balanced growth across goods and services, with manufacturing, existing home sales and retail trade all contributing.

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China: Growth drift and export reliance – Rabobank

Rabobank strategists highlight renewed weakness in China, with official PMI data showing both manufacturing and non-manufacturing back in contraction and domestic demand still soft. Policymakers are prioritizing faster implementation of existing measures over new stimulus.

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ECB’s Kocher: Central bank policies will remain data-dependent

European Central Bank (ECB) Governing Council member Martin Kocher said in European trade on Friday that recent weeks have demonstrated how quickly geopolitical developments can alter energy prices and, consequently, the inflation outlook.

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British Pound: Limited support from BoE policy – Commerzbank

Commerzbank’s Michael Pfister notes that the Bank of England kept rates unchanged and avoided signalling future hikes, despite a closer-than-expected 6–3 vote and Governor Bailey’s insistence that the BoE is not edging toward tightening.

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Federal Reserve: Prolonged pause with hike risks – UOB

UOB strategists observe that the Federal Open Market Committee (FOMC) kept the Fed Funds Target Rate at 3.50%–3.75% for a fifth meeting, with a 9–3 split as three presidents sought a 25 bps hike.

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European Central Bank: September hike path shaped by Iran war – Nomura

Nomura strategists highlight that Euro area Gross Domestic Product (GDP) excluding Ireland has been growing around potential despite the Iran war.

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Euro: Supported by growth surprise – Commerzbank

Commerzbank’s Volkmar Baur notes that EUR/USD has broken back above 1.15 for the first time since mid-June as Eurozone Gross Domestic Product (GDP) outpaced United States (US) growth in annualised terms.

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Bank of England: Dovish hold shapes Pound outlook – UOB

UOB strategists highlight that the Bank of England (BoE) kept its policy rate at 3.75%, with Governor Bailey stressing no move toward a hike despite US-Iran conflict risks.

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Equities: Tech rebound spreads across global markets – Deutsche Bank

Deutsche Bank strategists note that strong Microsoft earnings triggered a global technology rebound, lifting the KOSPI, Nasdaq and semiconductor stocks.

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Asian stocks surge, led by KOSPI on AI optimism, Wall Street gains

Asian stock markets move higher on Friday, tracking overnight gains on Wall Street as a global rally in semiconductor stocks and renewed AI optimism lifted sentiment. Strong earnings from Microsoft and Amazon reinforced expectations for continued hyperscaler investment and resilient AI demand.

출처  Fxstreet1785474524
Rare Japan-South Korea joint intervention lifts Yen and Won — Reuters

Japanese and South Korean officials stepped in to buy their currencies in the open market in what sources described as a rare and an unprecedented coordinated market intervention, possibly alongside the United States (US), Reuters reported on Friday.

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India Gold price today: Gold falls, according to FXStreet data

Gold prices fell in India on Friday, according to data compiled by FXStreet.

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Indonesian Rupiah loses ground following China PMI release

USD/IDR gains ground after two days of losses, trading around 18,120 during the Asian hours on Friday. The pair appreciates as the Indonesian Rupiah (IDR) struggles following the release of disappointing Purchasing Managers' Index (PMI) data from China, Indonesia’s largest trading partner.

출처  Fxstreet1785471841
China's NBS Manufacturing PMI falls to 49.2 in July, Non-Manufacturing PMI eases to 49.0

China’s Manufacturing Purchasing Managers' Index (PMI) fell to 49.2 in July, compared to 50.3 in the previous reading, China’s National Bureau of Statistics (NBS) reported on Friday. The reading came in below the market consensus of 50.0 in the reported month. 

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Australia Private Sector Credit (YoY): 8.5% (June) vs 8.2%

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China NBS Manufacturing PMI registered at 49.2, below expectations (50) in July

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China NBS Non-Manufacturing PMI came in at 49 below forecasts (50) in July

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Australia Private Sector Credit (MoM) above expectations (0.6%) in June: Actual (0.8%)

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Australia Producer Price Index (YoY) up to 3.6% in 2Q from previous 3%

출처  Fxstreet1785461403
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