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Chinese Yuan : Testing 6.8000 within broader range against US Dollar – UOB

United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann report that USD/CNH spiked to 6.7980 before reversing, leaving the pair broadly unchanged near 6.78.

출처  Fxstreet1782152880
Singapore Dollar: Pressured against US Dollar as MAS tightening eyed – OCBC

OCBC strategists Sim Moh Siong and Christopher Wong note that USD/SGD is trading with a bid tone on a firmer US Dollar (USD) backdrop, with resistance around 1.2940 and support near 1.2840/50.

출처  Fxstreet1782150660
Malaysia: Price pressures and policy hold – UOB

UOB economists Julia Goh and Loke Siew Ting note Malaysia’s May headline inflation rose to 2.0% year-on-year, the highest since July 2024, driven by Food, Housing, Utilities and Transport. Year-to-date inflation of 1.7% supports their full-year 2.0% forecast.

출처  Fxstreet1782147720
Asia FX: Growth support versus Fed risks – MUFG

MUFG’s Michael Wan notes that Asian currencies should benefit from stronger regional growth differentials versus the US, particularly in AI-related export economies such as South Korea, Taiwan, Malaysia and Singapore.

출처  Fxstreet1782145380
Singapore Dollar: Range trade against US Dollar – UOB

United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann note that USD/SGD remains supported around 1.29 as the Singapore Dollar (SGD) Nominal Effective Exchange Rate (S$NEER) trades near the top of its band, implying the pair should hover close to this level.

출처  Fxstreet1782142860
Carry trade: Recovery prospects build – BNY

BNY’s Geoff Yu highlights that iFlow Carry has turned negatively significant for the first time in 2026, signalling ongoing unwinding of carry trades but also a potential contrarian opportunity.

출처  Fxstreet1782140822
Canadian Dollar: BoC patience guided by contained core – NBC

National Bank of Canada's (NBC) Matthieu Arseneau and Alexandra Ducharme note that Canadian headline inflation rose to 3.2% in May, above the Bank of Canada’s (BoC) target range, driven mainly by higher gasoline and food prices.

출처  Fxstreet1782139177
Fed: Hawkish hold extends through 2027 – TD Securities

TD Securities, led by Oscar Munoz and Eli Nir, reports that the Federal Reserve (Fed) has shifted hawkishly and is expected to keep policy rates on hold through 2026 and 2027.

출처  Fxstreet1782138591

Eurozone Consumer Confidence came in at -17.7, below expectations (-17.5) in June

출처  Fxstreet1782136931
Oil: Tight summer balances support higher prices – TD Securities

TD Securities’ Ryan McKay and Bart Melek highlight that crude Oil and petroleum product flows from the Middle East have rebounded sharply, but this surge is seen as temporary as trapped Gulf barrels clear.

출처  Fxstreet1782136288
ECB’s Lagarde: “No evidence yet” of inflation de-anchoring that would warrant stronger ECB action

European Central Bank (ECB) President Christine Lagarde said on Monday that policymakers are not yet seeing signs that the latest inflation shock requires a more aggressive policy response, even as geopolitical tensions add fresh uncertainty to the Eurozone outlook.

출처  Fxstreet1782135486

Canada Consumer Price Index - Core (MoM) climbed from previous 0.1% to 0.2% in May

출처  Fxstreet1782131505

Canada BoC Consumer Price Index Core (YoY): 2.2% (May) vs 2.1%

출처  Fxstreet1782131403

Canada Consumer Price Index (MoM) came in at 1%, above expectations (0.7%) in May

출처  Fxstreet1782131402

Canada Consumer Price Index (YoY) above forecasts (3%) in May: Actual (3.2%)

출처  Fxstreet1782131402

Canada BoC Consumer Price Index Core (MoM) increased to 0.6% in May from previous 0.2%

출처  Fxstreet1782131402
Oil: Energy shock drives macro risks – Rabobank

Rabobank’s Senior Macro Strategist Teeuwe Mevissen highlights that Oil and broader energy markets remain central to the global macro backdrop, tightly linked to Middle East tensions.

출처  Fxstreet1782130423
British Pound: Political change and flows – BNY

BNY’s Geoff Yu highlights that Sir Keir Starmer’s resignation and the likely appointment of Andy Burnham as Prime Minister are largely priced into U.K. assets.

출처  Fxstreet1782129477
Canada: Inflation seen firming with energy support – TD Securities

TD Securities strategists expect Canada’s May Consumer Price Index (CPI) to rise, with headline inflation projected at 3.1% year-on-year and 0.8% month-on-month, driven by higher energy prices and seasonal factors.

출처  Fxstreet1782128084
Fed: Warsh signals tighter path – Deutsche Bank

Deutsche Bank strategists report that after a hawkish Federal Open Market Committee (FOMC) under new Chair Kevin Warsh, they now forecast two 25 bps Fed hikes in 2026, likely in September and December, taking the fed funds rate to around 4.1%.

출처  Fxstreet1782127096
Brent: Talks ease supply risk – Deutsche Bank

Deutsche Bank strategists note that Brent Oil has reversed earlier gains as progress in US–Iran talks reduces fears over disruptions at the Strait of Hormuz.

출처  Fxstreet1782121571
Australian Dollar strengthens against Japanese Yen due to carry-trades

AUD/JPY holds gains after experiencing volatility, trading around 113.10 during the European hours on Monday. The currency cross remains heavily bid as the Japanese Yen (JPY) continues to lose ground to widespread carry-trade activity.

출처  Fxstreet1782117694
Breaking: UK PM Starmer resigns, says nominations will open July 9

United Kingdom (UK) Prime Minister Keir Starmer announces his resignation and says that nominations for new contender will open on July 9.

출처  Fxstreet1782117620
Indonesian Rupiah: Fiscal risks keep caution – MUFG

Michael Wan at MUFG stresses that local factors matter for Asia FX, focusing on current account deficit currencies reliant on external funding.

출처  Fxstreet1782115160
ECB’s Escrivá: We need to monitor for second-round effects on wages

European Central Bank (ECB) policymaker and Governor of the Bank of Spain, José Luis Escrivá, said during the European trading session on Monday that the central bank needs to monitor for second-round effects on wages.

출처  Fxstreet1782114717

Turkey Consumer Confidence: 87.9 (June) vs 85.8

출처  Fxstreet1782111629
Russian Ruble: Hawkish central bank and limited FX impact – Commerzbank

Commerzbank’s Michael Pfister notes that the Russian Central Bank surprised markets by cutting rates only 25 bps to 14.25%, instead of the 50 bps expected, signalling a hawkish stance and caution on further easing.

출처  Fxstreet1782110679
Euro strengthens against Canadian Dollar as oil prices decline

EUR/CAD extends its gains for the second successive day, trading around 1.6260 during the Asian hours on Monday.

출처  Fxstreet1782110640
Equities: Investors weigh Iran risks and IT growth – Danske Bank

Danske Research Team observes that equities fell on Friday, led by Europe, as renewed concerns around Iran and stalled talks weighed on sentiment and drove a defensive rotation.

출처  Fxstreet1782109343
Asian stock trade lower despite progress in US-Iran peace talks; Japan's Nikkei rallies 2%

Asian stocks kick off the new week on a downbeat note, though signs of progress in US-Iran pace negotiations eased concerns over a potential escalation in geopolitical tensions and limited deeper losses.

출처  Fxstreet1782105058
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