Daily Market Insight

• Bessent: US not rushing trade deals • Bessent seeks review of Fed HQ renovation • EU steps up retaliation plans • Early Korean exports solid amid US tariff uncertainty • Greenback starts week lower

• Fed Waller says Fed should cut rates in July meeting • US consumer sentiment improves in July • PM Ishiba won’t resign after election defeat • China keeps loan prime rate unchanged in July as expected • The dollar still ended the week higher

• US retail sales surge broadly, exceeding estimates • Trump considering 10%–15% tariffs on over 150 nations • Japan’s core inflation slows but stays above BOJ target • Thailand proposes zero tariffs on 90% of US imports • US dollar rises on strong data

• Trump denies firing Powell after suggestion to GOP • US PPI stagnated on decline in services costs • US industrial production outpaces forecasts • UK inflation rose more than expected in June • The US dollar declined on fears over the Fed’s independence

• Trump imposes 19% tariff on Indonesian imports in new deal • US June CPI report sends mixed signals • China’s economy expands 5.2% as exports boost growth despite weak consumer demand • China home prices fall sharply amid growing calls for support • The US dollar rose after markets digested the latest inflation report

• Trump threatens tariffs on Russia over Ukraine • China posts larger trade surplus in June • Malaysia imposes AI chip export rules as US eyes China trade flows • Thailand considers tariff-free access for US goods • The dollar continues to edge higher following fresh tariff announcements

• Trump announces 30% tariffs on EU and Mexico amid ongoing talks • White House pressures Powell over Fed renovation • US tariff revenue sets new record • UK monthly GDP contracts again, increasing pressure on Starmer • The dollar continues to rise amid tariff developments

• Ongoing tariff announcements • FOMC Minutes: Most support Fed rate cut this year • China PPI slides further, CPI inches up in June • Bok kept while BNM cut in July meeting • The dollar rises amid tariff developments

• Trump firm on tariffs, eyes 50% levy on copper • Trump urges Powell to resign if he misled congress • RBA surprises market, holds rate at 3.85% • Thailand hopes to cut US tariff through new trade proposal • US dollar edges higher amid tariff updates

• Trump announces new tariffs but leaves door open for talks • Trump threatens 10% tariff on nations backing ‘Anti-American’ BRICS agenda • Thailand inflation stays in negative territory in June • The dollar rises as Trump unveils tariff letters