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3

Jul 2026
Yen Rebounds as Soft US Payrolls Weakens Dollar, Raising Tokyo Intervention Risk and USD/JPY Downside

Yen rebounds as weak US payrolls hit dollar; Tokyo may intervene unannounced, raising USD/JPY downside risk significantly.

3

Jul 2026
Asian semiconductor shares slide as OECD warns South Korea over tech-cycle dependence and rising volatility

Semiconductor stocks slide across Asia as OECD warns Korea’s chip dependence, boosting volatility and prompting defensive positioning.

3

Jul 2026
Argentina June Tax Receipts Slip, Raising Concerns Over Fiscal Targets and Peso Pressure

June tax revenue fell to 20,017b, signaling slowdown, pressuring peso and equities amid rising volatility and fiscal risks.

3

Jul 2026
SocGen sees extended USMCA renegotiations, with annual reviews keeping pressure on rules of origin and China content

Societe Generale expects USMCA renegotiations to drag on, driving headline volatility, but deep integration supports eventual compromise.

3

Jul 2026
Dollar Index steadies as softer US payrolls shift Fed bets; euro and gold gain

DXY near 100.90 as softer payrolls spark Fed pivot, weaken dollar; euro and gold rise.

3

Jul 2026
WTI slides to 18-week low as oversupply erases war premium and cools inflation outlook

WTI hits 18-week low as oversupply, weak demand erase war premium; traders eye $70-$72 resistance, $65 support.

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