Daily Market Insight

• Oil slips despite persistent Middle East supply risks • US expected to delay new tariffs ahead of Trump-Xi talks • Japan core inflation eases ahead of BoJ decision • BoE holds at 3.75% but warns inflation risks tilt further upside • Dollar pares gains as Fed credibility weighs on yields

• Fed delivers 25bp hike and pushes rate path higher • US data signals resilient demand but persistent inflation pressure • Oil pares gains on improving supply conditions • EU seeks deeper strategic alliance with Canada • UK inflation hits five-month high, but core pressures stay contained • Dollar rallies as Fed signals further tightening ahead

• Oil jumps on rising Middle East supply risks • Empire State survey signals softer growth and sticky inflation • Japan exports stay strong on semiconductor demand • UK jobs market weakens further ahead of BOE decision • China economic activity remains uneven • Dollar strengthens on risk-off sentiment ahead of FOMC

• Oil rises on Saudi pipeline disruption, but easing tensions cap gains • AI CEOs call for slower development on safety concerns • ECB flags energy risks, keeps door open to rate action • China credit data signal persistent demand weakness • Indonesia names new finance minister, pledges fiscal discipline • Dollar starts week firmer as markets await Fed rate decision

• Firm US inflation boosts Fed rate-hike bets • Oil retreats, but Middle East tensions remain high • Michigan consumer sentiment falls short of expectations • UK economy shows resilience ahead of BoE decision • Dollar reverses gains despite hawkish Fed repricing

• US-Iran escalation sends oil sharply higher • US PPI keeps inflation risks elevated ahead of CPI • Trump pledges $5,000 payout if GOP wins midterms • ECB delivers expected hike, offers little forward guidance • BoT steps up crackdown on illicit financial flows • Dollar strengthens as yields and oil surge

• Middle East tensions surge as US and Iran exchange attacks • Treasury buyback falls short of expectations, pushing yields higher • China CPI, PPI pressures revived by energy spike • BoT minutes signal high bar for further rate cuts • Dollar holds steady in choppy trade ahead of US inflation data

• Middle East tensions escalate as attacks target key energy infrastructure • US consumers see stable inflation but weaker labor market outlook • Japan’s Katayama pledges action to maintain orderly FX markets • China exports surge 25%, pushing trade surplus higher • Dollar trades mixed as markets await US inflation data

• Iran signals progress on Hormuz deal despite continued shipping threats • Eurozone growth revised higher, strengthening case for ECB tightening • AfD lands record state election win, dealing blow to Merz • Strong Japan wage growth keeps BoJ on tightening path • Thai inflation rises to 2.53% but remains within BOT Target • Dollar slips as yen surges to six-month high

• US payrolls surge, putting September Fed hike in play • Trump pressures Fed to cut rates, threatens trade restrictions • US-Iran tensions escalate after weekend strikes • Eurozone retail sales miss forecasts in July • Thailand pauses data-center projects over resource strain • Dollar firms as strong NFP boosts Fed hike bets