Daily Market Insight

• Middle east shows tentative de-escalation • Fed dissenters defend rate hike as inflation risks persist • Eurozone inflation strengthens as US-Iran strikes boost oil • BOJ keeps rates steady, signals further rate hikes • China PMIs signal broad economic slowdown • Dollar remains under pressure amid yen rally and intervention speculation

• US GDP misses, but underlying demand remains resilient • Geopolitical risks remain elevated despite diplomatic progress • Eurozone GDP beats expectations, supporting ECB tightening outlook • BoE holds rates as dovish tone offsets global inflation risks • Tokyo inflation remains firm ahead of BoJ decision • Dollar slides on softer US data and sharp yen rally

• Fed holds rates, but hawkish dissents keep tightening risk alive • Middle east tensions escalate, lifting oil prices • South Korea pledges market stabilisation following Kospi selloff • Thailand’s industrial production remains under pressure • Dollar slides as FOMC falls short of hawkish expectations

• Middle east tensions stay elevated despite diplomatic signals • US PMI beats expectations, reinforcing economic resilience • Eurozone PMI returns to expansion in July • UK retail sales unexpectedly rebound in June • Thailand’s exports continue robust expansion on electronics strength • Dollar slides as treasury yields and oil prices retreat

• Middle east tensions escalate as Trump signals potential military action • US imposes new tariffs on 60 trading partners over forced labour • ECB holds at 2.25%, keeps September options open • Japan inflation rises, but core CPI remains below BOJ target • Dollar extends gains on higher treasury yields, strong US data and geopolitical tensions

• Middle east tensions keep oil prices elevated • US prepares broader tariff rollout as temporary levy expires • Big tech earnings deliver mixed results • BoJ opens to more frequent rate hikes • UK inflation slows to 2.6% in June • Dollar holds steady as investors await key catalysts

• Geopolitical risks rise as US-Iran conflict shows no signs of easing • Eurozone banks tighten lending standards on geopolitical risks • Japan’s trade deficit widens on surging import cost • UK labour market remains resilient ahead of BoE decision • US dollar strengthens as geopolitical risks lift yields and oil prices

• 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