Daily Market Insight

• Geopolitical risks intensify as US-Iran conflict continues • US announces 50% tariffs on Canadian goods • Andy Burnham becomes UK prime minister • China leaves LPR unchanged, eyes additional policy support • Thailand introduces TISA to promote household investment and retirement savings • US dollar gains as higher oil prices and treasury yields support

• US-Iran escalation continues, heightening middle east risks • US consumer sentiment improves, import prices signal sticky inflation • Fed officials maintain a cautious policy stance • Eurozone June CPI confirmed at 2.8%, core inflation eases • Dollar finishes mixed as markets balance geopolitics and inflation

• US retail sales signal resilient consumer spending in June • Middle east geopolitical risks remain elevated • Fed’s Logan, Schmid stress inflation risks • BoK raises rates to 2.75%, signals stronger growth outlook • Dollar strengthens on solid US data and higher yields

• US PPI undershoots, reinforcing easing inflation trend • Geopolitical risks remain elevated amid ongoing US-Iran conflict • China’s GDP growth unexpectedly dips below official target range • China’s June data show mixed momentum • Dollar weakens further after benign PPI reinforces cooling inflation

• US June CPI cools sharply, tempering hawkish Fed expectations • Middle east conflict keeps oil prices elevated • Warsh downplays soft CPI, signals inflation fight continues • China exports, imports soar faster than forecast as AI booms • Dollar slides as cooling inflation triggers Fed repricing

• Middle east tensions escalate as US reinstates Iran blockade • Fed’s Waller flags rate hike risk if core inflation stays hot • Japan reportedly has no immediate plans to change pension fund allocations • South Korea’s 10-day exports, TSMC results highlight resilient AI demand • US dollar strengthens on risk-off mood and hawkish Fed signals

• Middle east tensions intensify as US and Iran exchange fresh strikes • French and German inflation confirm continued disinflation • Katayama signals domestic investment drive, supporting yen • SK hynix raises record USD 26.5bn in Nasdaq debut • BoT signals limited scope for further rate cuts • Dollar holds steady amid mixed middle east signals

• Oil declines despite fresh US-Iran attacks as markets price in de-escalation • IMF cuts 2026 Global growth forecast to 3.0% as middle east conflict weighs on outlook • ECB sees inflation staying above target for longer • China’s reflation momentum shows signs of peaking • Dollar weakens as geopolitical developments drive market sentiment

• Geopolitical risks surge as US-Iran tensions intensify • Fed minutes echo hawkish tone as officials differ on economic outlook • RBNZ delivers expected rate hike, maintains hawkish bias • BOT sees stronger growth as key to policy normalization • Dollar eases despite rising middle east tensions

• Geopolitical tensions back in the spotlight • Inflation expectations rise while Fed maintains flexible policy stance • Political events add to European market uncertainty • S&P Dow Jones flags Indonesia for potential frontier market downgrade • Dollar strengthens on rising geopolitical tensions and higher treasury yields