市场资讯

Reserve Bank of New Zealand (RBNZ) Assistant Governor Karen Silk said that the central bank is yet to see medium-term inflation pressures emerge, but it’s prepared to respond aggressively if they appear, Bloomberg reported on Friday.

The Yen got the data it had been waiting on, and proceeded to do almost nothing with it.

The headline Tokyo Consumer Price Index (CPI) for May rose 1.4% YoY as compared to 1.5% in the previous month, the Statistics Bureau of Japan showed on Friday.

Gold price (XAU/USD) edges higher to near $4,500 during the early Asian session on Friday. The precious metal rebounds from a two-month low ‌hit in the previous session after reports that the United States (US) and Iran had reached a ceasefire extension agreement. 

The Aussie Dollar walks into Friday's Asia session in better shape than yesterday's soft Consumer Price Index (CPI) had any right to leave it.

The Personal Consumption Expenditures Price Index (PCE) print Sterling traders had been waiting for landed in the bears' lap, and the Pound did almost nothing with it. Core PCE rose 0.2% on the month against a 0.3% consensus, the softest monthly read in three.

Newswires reported that the US and Iran exchanged strikes amid rising tensions in the Strait of Hormuz.

The New Zealand Dollar advances some 0.48% on Thursday after bottoming near the 200-day Simple Moving Average (SMA) at 0.5836. Over the last two trading days, it cleared the 0.5900 milestone, supported by a hawkish hold by the Reserve Bank of New Zealand (RBNZ).

Geoff Yu at BNY notes that Chinese bonds’ resilience to rising global inflation expectations, combined with moderately strong CNY purchases this month, sets up the Chinese Yuan for rebalancing-related selling.

Crude Oil is doing what it has done all month: discounting a peace deal that the people who actually have to sign it have not agreed to.

United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann expect USD/SGD to edge lower intraday toward 1.2760, though a sustained break is seen as unlikely, with major support at 1.2730 intact.

The AUD/USD pair edges lower during the North American session on Friday, poised to remain sideways within key technical support and resistance levels, with the 20-day Simple Moving Average (SMA) at 0.7187 and the 50-day SMA at 0.7095.

DBS Group Research economists Radhika Rao and Chua Han Teng highlight that ASEAN-6 economies are experiencing asymmetric inflation outcomes despite a common energy shock. Indonesia and Malaysia show relatively contained inflation, while Thailand, Vietnam and Philippines face higher readings.

United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann expect USD/CNH to trade quietly between 6.7920 and 6.8060 intraday after recent moves failed to generate fresh momentum.

OCBC notes USDSGD is trading choppily in a subdued range, closely tracking moves in the USD, Oil and UST yields. The bank sees mild bullish momentum starting to fade and maintains a bias to sell rallies, with key support around 1.2720/60 and 1.2650/70 and resistance near 1.2840/50.

Silver (XAG/USD) remains range-bound on Friday as traders avoid aggressive positioning amid uncertainty surrounding US-Iran negotiations. At the time of writing, the white metal trades near $76.00 and is likely to close the week on a flat note.

Gold price edges lower during the day as the Greenback recovers some ground amid doubts that the US and Iran could reach a deal to end the conflict, and traders are pricing in a Federal Reserve (Fed) rate hike by the end of the year. At the time of writing, XAU/USD trades at $4,518, down 0.50%.

ING economists Min Joo Kang and Lynn Song expect the Bank of Korea to leave policy rates unchanged this week but to adopt a more hawkish tone. They see updated dot plots pointing to one or two rate hikes within six months, alongside upgraded GDP and CPI forecasts.

Kevin Warsh was sworn in as the 17th head of the Fed on Friday, the first chair to take the oath at the White House since Alan Greenspan in 1987, a venue choice that says plenty about how close this central bank now sits to the executive branch. The optics got stranger from there.

There is confident, and then there is Friday. The Dow Jones Industrial Average (DJIA) ground out a fresh all-time high, up around a quarter of a percent, on a day that gave it nothing to celebrate.

Senior Iranian officials said that no deal has been reached with the United States (US), but gaps have been narrowed, Reuters reported on Friday.

The US President Donald Trump administration said that Trump will swear in Kevin Warsh as ‌the chair of the US Federal Reserve (Fed) on Friday at the White House, Reuters reported on Thursday.

Japan’s National Consumer Price Index (CPI) rose by 1.4% YoY in April, compared to the previous reading of 1.5%, according to the latest data released by the Japan Statistics Bureau on Friday.

Sterling spent Thursday looking sturdier than it had any right to.

The Euro finished the Thursday session roughly where it began, which only looks like resilience until you read the data behind it.

Gold price (XAU/USD) trades on a flat note around $4,545 during the early Asian session on Friday. The precious metal steadies as traders await the progress of US-Iran ceasefire talks.

The Australian Dollar closed the Thursday session higher, which is a curious outcome for a day that handed the labour market its worst headline in months.

USD/JPY hovers at around 159.00, virtually unchanged, amid traders' fears that Japanese authorities might intervene in the FX markets. At the time of writing, the pair trades unchanged at around 159.02.

New Zealand’s Retail Sales, a measure of the country’s consumer spending, climbed 0.9% QoQ in the first quarter (Q1) of 2026, compared to 0.9% in the previous reading, according to the official data published by Statistics New Zealand on Monday.

Silver price consolidates around $76.50 per troy ounce amid a narrow trading session driven by Middle East developments, keeping investors uncertain about a US-Iran deal. At the time of writing, the white metal is up over 1%.

US President Donald Trump said that negotiations with Iran were in the final stages, Bloomberg reported on Wednesday. However, Trump also reiterated a pledge to restart attacks in the coming days if Iran doesn’t agree to his terms.

Gold price (XAU/USD) trades on a flat note around $4,540 during the early Asian session on Thursday. Traders continue to assess the developments surrounding stalled US-Iran peace negotiations and threats to the Strait of Hormuz.

The preliminary reading of Australia's S&P Global Manufacturing Purchasing Managers Index (PMI) declined to 50.3 in May versus 51.3 prior, the latest data published by S&P Global showed on Thursday.

Pound Sterling did something faintly absurd on Wednesday. Hours after data showed UK inflation cooling faster than anyone expected, and with the Bank of England (BoE) governor sounding notably dovish in an afternoon speech, the pound rallied anyway.

The Japanese Yen ended Wednesday firmer, and if you only watched the price you might think something had shifted at the Bank of Japan (BoJ). It hasn't.

Silver price advances during the North American session as it forms a ‘bullish harami’ candle chart pattern, an indication that further upside is seen in the short term. At the time of writing, the XAG/USD trades at $75.85, up more than 3%.

The NZD/USD pair climbs toward the 0.5870 region on Thursday as the United States (US) Dollar (USD) weakens amid improving market sentiment linked to renewed US-Iran negotiations and a softer safe-haven tone following the latest Federal Open Market Committee (FOMC) Minutes.

The Euro (EUR) seems to have bottomed below 1.1600 and edges higher on Wednesday amid growing speculation of a US-Iran deal and a hawkish Federal Reserve (Fed) outlook at April’s monetary policy meeting. At the time of writing, EUR/USD exchange rate is trading at 1.1622, up 0.19%.

The US Dollar Index (DXY) trades with a softer tone near the 99.10 region as improving market sentiment reduces safe-haven demand for the Greenback.

Gold (XAU/USD) finds bids and edges higher during the North American session on Wednesday after the Federal Reserve’s (Fed) last meeting minutes showed that most officials favored laying the groundwork for a rate hike. At the time of writing, the XAU/USD pair trades at $4,530, up by 1%.

Gold price (XAU/USD) faces some selling pressure near $4,480 during the early Asian session on Wednesday. The precious metal drops to its lowest since March 30 as persistent inflation fears keep interest rate hike expectations and Treasury yields high.

The Crude Oil market spent Tuesday teaching the headline writers a lesson.

Tuesday handed the Pound a labour market reading that was mixed enough to satisfy nobody.

The Aussie's Tuesday slide had little to do with anything domestic.

The NZD/USD pair falls toward the 0.5830 region on Wednesday as the United States (US) Dollar (USD) strengthens following upbeat labor-market data and renewed tensions linked to Iran.

EUR/USD drops near 1.1600 on Tuesday as the Greenback recovers some ground, supported by soaring US Treasury yields, even though ECB officials opened the door to rate hikes at the June meeting. The pair trades with losses of 0.48% at the time of writing.

The Yen's slow drift back toward 160.00 has the feel of a market that has stopped waiting.

The US Dollar Index (DXY) strengthens toward the 99.30 region after the latest ADP employment report showed US private employers added 42,250 jobs on average over the previous four weeks, marking the strongest reading since the weekly series began in October 2025.

USD/CHF forms a bullish engulfing chart pattern and rises by over 0.58% on Tuesday, clearing key resistance levels, including the 50-day Simple Moving Average (SMA) at 0.7868. At the time of writing, the pair trades at 0.7890, shy of 0.7900.

BNY’s Bob Savage highlights growing stress across emerging Asian assets as higher U.S. yields, a stronger Dollar and Oil shock weigh on Indonesia, the Philippines and India. IDR has hit record lows amid downgrades and index removals, while EM bonds face rising inflation and funding costs.