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PBOC sets USD/CNY reference rate at 6.7911 vs. 6.7939 previous
On Monday, the People’s Bank of China (PBOC) sets the USD/CNY central rate for the trading session ahead at 6.7911 compared to Friday's fix of 6.7939.
Australian Dollar gains as Mideast tensions ease, RBA rate expectations rise
AUD/USD extends its gains for the second consecutive trading day, hovering near 0.7000 during the Asian hours on Monday. The pair appreciates as the US Dollar (USD) declines alongside a sharp drop in oil prices.
Singapore Dollar: MAS seen on hold with cautious inflation tone – OCBC
OCBC’s Sim Moh Siong and Christopher Wong expect the Monetary Authority of Singapore (MAS) to leave the Singapore Dollar (SGD) Nominal Effective Exchange Rate (S$NEER) policy unchanged at Monday’s meeting despite a modest rebound in core Consumer Price Index (CPI) to 1.6% year-on-year in June.
EUR/JPY Price Forecast: Cross consolidates under 187.00, bulls target 188.00
The EUR/JPY consolidates around 186.00, edges down by 0.06% amid a souring of risk appetite amid the escalation of the US-Iran war, and strengthens safe-haven assets like the Japanese Yen.
South Korean Won: Strong GDP and inflows support Won – Commerzbank
Commerzbank reports that South Korea’s advance Q2 GDP rose 0.6% quarter-on-quarter and 3.7% year-on-year, beating expectations. Robust AI-related semiconductor demand and resilient domestic spending underpin growth. The strong data support prospects of a further 25bp Bank of Korea hike in August.
United Kingdom CFTC GBP NC Net Positions up to £-55.6K from previous £-71.3K
United Kingdom CFTC GBP NC Net Positions up to £-55.6K from previous £-71.3K
Japan CFTC JPY NC Net Positions: ¥-152.1K vs previous ¥-122.7K
Japan CFTC JPY NC Net Positions: ¥-152.1K vs previous ¥-122.7K
NZD/USD Price Forecast: Kiwi tests 0.5800 as bullish momentum fades
The New Zealand Dollar gains over 0.30% against the US Dollar on Friday. The pair is poised to test key resistance levels with the 50-day Simple Moving Average (SMA) at 0.5793, slightly below the 0.5800 figure.
Thai Baht: Oil shock and dovish BoT keep THB pressured against US Dollar – OCBC
OCBC’s Sim Moh Siong and Christopher Wong note that the Thai Baht (THB) is trading near its weakest level in more than a year against the US Dollar (USD), as volatile oil prices, a firmer USD and higher US yields weigh on the currency.
Euro falls even amid strong Eurozone PMIs
EUR/USD trades lower near the 1.1370 area on Friday, struggling despite stronger-than-expected Eurozone business-activity figures. The US Dollar Index (DXY) remains firmer near 101.50, offering limited support to the pair.
Indonesian Rupiah: BI pause seen as hawkish hold – UOB
UOB Global Economics & Markets Research notes that Bank Indonesia kept its policy rate at 5.75%, opting to let earlier tightening filter through.
Singapore Dollar: Hawkish MAS stance supports SGD – MUFG
MUFG’s Lloyd Chan expects MAS to keep policy unchanged at the July meeting while maintaining a tightening bias, distinguishing between energy-driven and domestically generated inflation. Strong Singapore growth and a positive output gap justify tight settings.
Equities: Hyperscaler stress and chip volatility – Commerzbank
Commerzbank’s Marco Stoeckle argues that the AI trade is at a crossroads, with ‘Mag 7’ euphoria fading and hyperscalers facing cash flow and leverage concerns. In contrast, semiconductor and memory stocks, tracked by SOX and KOSPI, saw hyperbolic gains before sharp drawdowns.