🌅 Morning Update | ...來自NORDFX Global

02 Jul 2025, 15:29 · 閱讀量 64

🌅 Morning Update | 02.07.2025 📊 Asia opens steady Markets are calm this morning with modest gains of 0.00–0.60%. 🇯🇵 Japan and 🇦🇺 Australia lead the way. The 💵 US dollar is slightly stronger. 🛍 Australia Retail Sales Disappoint May: +0.2% m/m (vs. 0.4% forecast) 📉 Annual growth slows to 3.3% — weakest since Nov 2024. 🍞 Food sales notably down ➡️ Rising hopes for an RBA rate cut at the July 7–8 meeting. 🏗 Building Permits May: +3.2% m/m (vs. 4.8%) 📈 Annual growth: +6.5% — signs of a shaky recovery. 🇦🇺 AUD/USD dips as part of broader USD rebound. 🕊 Middle East 🇮🇱 Israel accepts 60-day ceasefire proposal in Gaza. Next move: 🇵🇸 Hamas. Mediated by 🇶🇦 Qatar & 🇪🇬 Egypt. Announced by Trump on social media. 🇨🇦 Canada–US Trade Talks Canada ready to fully lift Trump-era tariffs. 🗓 PM Carney sets July 21 as deadline for new economic & security pact. 🧨 Ukraine Arms Delay 🇺🇸 US pauses delivery of some missiles & precision weapons to 🇺🇦 Ukraine over shrinking stockpiles. ➡️ May impact front-line capabilities. 📅 Dollar in Focus Goldman Sachs: June jobs data could be a turning point. 📌 ADP report due today 📌 NFP report coming tomorrow 🎙 Fed Watch Bessent (to Fox): Expects rate cuts by September or earlier. 😮 Surprised tariffs haven’t triggered easing already. Aligns with Trump’s pressure on the Fed. 🚀 Stay ahead of the markets — follow us and trade smarter with NordFX!

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🌅 NordFX Morning Update – July 14, 2026 📉 Asia in the red: Nikkei ‑0.6% (~66,816), Kospi down (‑207 pts), Shanghai ‑0.7%, Hang Seng ‑0.5%, Sensex ‑0.7% (77,092). Oil-driven risk-off dominates. 🛢️ Oil jumps: Brent +1.85% to $84.84, WTI +2% to $79.78, after Trump announced a 20% toll on Strait of Hormuz shipping, reviving supply-disruption fears. 💵 EUR/USD: ~1.1400–1.1414, dollar firm as Hormuz tensions boost safe-haven demand. 🥇 Gold: ~$4,000–4,050, near a two-week low, pressured by a stronger USD ahead of US inflation data. 📊 Key event today: US June CPI (8:30 ET / 15:30 Cyprus) – headline seen ~3.9% y/y (from 4.2%), core ~2.9%. A hot core print could revive Fed hike bets. 🏦 Also watch: JPMorgan, Goldman Sachs & Wells Fargo open Q2 earnings season. ⚠️ High volatility expected around the CPI release – trade with caution! #NordFX #Forex #MarketUpdate

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🌅 NordFX Morning Update – July 17, 2026 📉 Asia: Nikkei plunged another 3%+, breaking below 65,000 for the first time in a month as the AI/chip selloff deepens. Hang Seng held flat near 25,000, decoupling from Tokyo's rout. Mainland China stayed soft on growth concerns. 🛢️ Oil: WTI ~$79, Brent ~$85 – near one-month highs as US–Iran tensions keep the Strait of Hormuz risk premium elevated. 🥇 Gold: XAU/USD near $3,980, still under $4,000 and headed for a 3%+ weekly loss as yields and a firmer dollar weigh. 💱 FX: EUR/USD steady around 1.1470–1.1475. 🇺🇸 US: Fed holding a cautious tone ahead of the July 29 decision. Today's watch: University of Michigan inflation expectations. ⚠️ Volatility is elevated – trade with caution and manage risk. 📊 Trade smart with NordFX!

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🌅 NordFX Morning Update – July 13, 2026 📉 Asian markets slipped today as fighting in the Gulf intensified over the weekend and Iran again claimed to have closed the Strait of Hormuz, reviving global inflation fears. 🛢️ Oil surged on the news: Brent +3.3% to $78.49/bbl, WTI +3.4% to $73.83/bbl. 🥇 Gold slipped 1.1% to $4,076/oz as yields rose. 💵 FX: EUR/USD 1.1403 (−0.1%), GBP/USD 1.3383 (−0.1%), USD/JPY 161.92 (+0.1%), AUD/USD 0.6942 (−0.1%), NZD/USD 0.5757 (−0.1%). Dollar index firm at 101.12. ₿ Bitcoin down 0.6% to $63,770. 📅 Huge week ahead: US June CPI Tuesday (headline seen cooling to ~4.2%), new Fed Chair Kevin Warsh's first Congressional testimony same day, PPI Wednesday, big US bank earnings kick off Q2 season. ⚠️ Volatility risk is high – geopolitics + CPI + Fed testimony all colliding this week. Trade safe! 📈 #NordFX #Forex #MorningUpdate

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📊 NordFX Insight: Industrial Production and Import Prices – How Real Economy Data Moves FX Two "boring" US reports are quietly steering the dollar right now. Here's why they deserve your attention. 🧵 🏭 Industrial Production Output from factories, mines and utilities has been choppy in 2026: down 0.5% in March, up 0.9% in April, then just +0.1% in May, missing forecasts. Capacity utilization sits around 76%, still below its long-run average. Verdict: the industrial economy isn't overheating. 💵 Import Prices Here trade policy hits the data directly. Import prices rose 1.9% in May after 2.0% in April, lifting the annual rate to 6.7%, the fastest in years. Air freight import costs alone jumped nearly 28% year over year. The cause: a wave of new tariffs, including a 10% global surcharge, Section 232 duties on steel, aluminum and copper, plus fresh Section 301 measures, has pushed the average US tariff rate above 9%. 📦 🌍 Why It Matters for FX Soft output plus rising import costs is a tricky mix for the Fed: not clean growth, not clean disinflation, more like stagflation-style pressure, and that keeps rate expectations volatile. Layer on today's backdrop: renewed US strikes on Iran, energy market jitters, and a new Fed chair steering policy, and you get a dollar that jumps on every print. DXY has been oscillating near 100-101 this month, while EUR/USD pushed back above 1.14 as traders trim Fed hike bets and lean into ECB tightening expectations. 📉📈 🎯 Bottom Line Industrial production shows how strong the real economy is. Import prices show how much tariffs and supply chains are adding to inflation. Together they shape the Fed's next move, and that move ripples through every major currency pair. 💡 Ready to trade the next big data-driven swing? Open your account with NordFX 👉 https://my.nordfx.com/en/regis...

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🌅 NordFX Morning Update – July 9, 2026 🌏 Asian session: mixed but mostly upbeat. Japan's Nikkei 225 +1.88%, Kospi surged +3% on a chip-stock rebound, Hang Seng +0.16%, CSI 300 flat. ASX 200 –0.69% bucked the trend. 🛢️ Oil extended gains for a 2nd day as US–Iran tensions escalate – Brent and WTI both higher after fresh US strikes on Iran. 🥇 Gold slipped near $4,030–4,060, pressured by a firmer dollar and hawkish FOMC minutes – markets now price a bigger chance of a Fed hike later in 2026. 💵 USD: broadly firm on safe-haven flows and rate-hike bets. 💶 EUR/USD: holding near 1.14, capped by dollar strength ahead of the July 23 ECB decision. 📊 Today's focus: US initial jobless claims, ongoing Middle East headlines, and Fed rate-path speculation – expect elevated volatility across FX, oil and gold. ⚡ Stay sharp, trade smart – NordFX wishes you a profitable day!

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