ข่าวตลาด
ติดตามข่าวสาร ข้อมูล และบทวิเคราะห์สำคัญที่ขับเคลื่อนตลาดฟอเร็กซ์และตลาดการเงินทั่วโลก
Mexican Peso reaches two-year high despite weaker Retail Sales
The Mexican currency appreciates to levels last seen in May 2024 as the USD/MXN falls to a two-year low as the US Dollar tumbles even though business activity in the services sector improved. The exotic pair trades at 16.92, down 0.22% for the week and 0.50% for the week.
South Korean Won: Cautious tightening path expected from BoK – DBS
DBS economists Taimur Baig and Radhika Rao expect the Bank of Korea (BoK) to raise its base rate by 25bps to 3.00% at the August meeting, alongside upgraded Gross Domestic Product (GDP) and Consumer Price Index (CPI) forecasts.
Malaysian Ringgit: Robust trade supports MYR – Commerzbank
Commerzbank’s Moses Lim notes Malaysia’s July exports rose 38.0% year-on-year, marking a fourth month of double‑digit growth led by electronics and machinery. The bank highlights resilient external demand, strong shipments to the US and China, and an AI‑driven electronics cycle.
Thai Baht: Extended policy pause expected from Bank of Thailand – DBS
DBS economists Taimur Baig and Radhika Rao expect the Bank of Thailand (BoT) to keep its policy rate unchanged at 1.00% in August, extending the pause after June’s unanimous decision.
Japanese Yen neutral as it meets resilient US data
The US Dollar (USD) is muted against the Japanese Yen (JPY). USD/JPY traded in the low 159.00s at the time of writing on Friday.
United States CFTC Oil NC Net Positions up to 122.1K from previous 99.2K
United States CFTC Oil NC Net Positions up to 122.1K from previous 99.2K
Eurozone CFTC EUR NC Net Positions: €-59.1K vs €-60K
Eurozone CFTC EUR NC Net Positions: €-59.1K vs €-60K
United States CFTC S&P 500 NC Net Positions declined to $-10.6K from previous $11.3K
United States CFTC S&P 500 NC Net Positions declined to $-10.6K from previous $11.3K
United Kingdom CFTC GBP NC Net Positions: £-54.6K vs £-56.2K
United Kingdom CFTC GBP NC Net Positions: £-54.6K vs £-56.2K
Japan CFTC JPY NC Net Positions: ¥-52.9K vs previous ¥-42.1K
Japan CFTC JPY NC Net Positions: ¥-52.9K vs previous ¥-42.1K
Australia CFTC AUD NC Net Positions dipped from previous $-39.2K to $-44.2K
Australia CFTC AUD NC Net Positions dipped from previous $-39.2K to $-44.2K
Malaysian Ringgit: Supported by strong fundamentals against US Dollar – OCBC
OCBC’s Sim Moh Siong and Christopher Wong stress that the Malaysian Ringgit (MYR) remains relatively well supported by a softer US Dollar (USD) and robust domestic fundamentals.
Singapore: inflation and production outlook – DBS
DBS economists Taimur Baig and Radhika Rao project Singapore’s headline and core inflation will rise in July to 2.4% and 2.3% year-on-year, respectively, driven by higher energy and food costs.