12+ min ago  (479+ words) "The question we aim to answer in this insight is whether the downturn is finally approaching an inflection point. Recent data from the first half of the year indicates a localized stabilization in top-tier cities. While some analysts point to…...

1+ hour ago  (609+ words) The British Pound Sterling is spending Monday learning the difference between a recovery and a reprieve. GBP/USD opened the week flush against its 200-day Exponential Moving Average (EMA), probed the 1.3400 area through the Asian hours, and has been sold…...

1+ hour, 29+ min ago  (600+ words) The shared currency begins the week on a lower note, down 0.31% as risk aversion fueled flows towards the US Dollar amid heightened tensions in the Middle East. Also, hawkish comments by a Fed official underpinned US Treasury yields, suggesting markets…...

3+ hour, 3+ min ago  (389+ words) "The AI outlook is balanced between strong structural optimism and rising cyclical caution." "AI remains the central theme shaping the 2H26 economic outlook, particularly for technology-oriented economies such as Taiwan.We monitor the AI cycle across three layers: AI token usage,…...

4+ hour, 24+ min ago  (1692+ words) The Australian Dollar (AUD) faces some renewed downside pressure at the beginning of the week, sparking a drop in AUD/USD to two-day lows near 0.6920 and, at the same time, reversing three consecutive daily advances. The pair’s daily retracement follows…...

4+ hour, 19+ min ago  (482+ words) Silver price remains below $60.00 as the week begins, and dives nearly 4% on Monday amid tensions in the Middle East, driving inflationary pressures higher. Also, hawkish remarks by Federal Reserve Governor Christopher Waller underpin the Greenback, which, according to the US…...

8+ hour ago  (699+ words) The Canadian Dollar (CAD) outperforms most of its major peers on Monday as renewed tensions in the Middle East push Oil prices higher amid fresh risks of supply disruption in the Strait of Hormuz. At the time of writing, USD…...

8+ hour, 4+ min ago  (533+ words) "Despite major Middle East headlines, the commodity complex barely moved. The BCOM gained 2% on the week, less than a standard weekly move this year. Prices briefly firmed midweek following the end of the ceasefire and the resumption of strikes by…...

8+ hour, 23+ min ago  (530+ words) "Adjusting for seasonality and prices, total spending excluding energy was broadly unchanged in June, increasing 0.1% compared to May. However, compared to the same month last year, real spending was 4.3% higher. Unlike the broad-based growth seen in May, June was characterised…...

8+ hour, 53+ min ago  (407+ words) Rabobank's Senior Macro Strategist Bas van Geffen highlights a US‑centric data and policy calendar, with June CPI expected to ease to 3.8% year‑on‑year and core inflation to 2.8%. He also points to multiple Fed speakers and new Chair Warsh’s…...