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Silver Price Forecast: XAG eyes $60.00 as rebound builds

Silver price advances for the second straight day and hits a three-day high above $59.00mid growing speculation of intervention in the foreign exchange markets, to boost the Yen, and weaken the Greenback.

Gold jumps as suspected Yen intervention crushes US Dollar as Fed bets ease

Gold price advances some 0.92% on Thursday after the US Dollar drops following a suspected intervention in the foreign exchange markets, with the Japanese Yen hitting a near two-month high versus the Greenback. The XAU/USD trades at $4,100 after bouncing off the low of the day (LOD) at $4,028.

Malaysian Ringgit: Political risks rise as fundamentals hold firm – MUFG

MUFG’s Lloyd Chan highlights that Malaysia’s solid growth, low inflation and prudent policy are supporting the Ringgit, but rising domestic political risks could drive USD/MYR in coming months.

South Korean Won: Policy tightening expectations lift KRW against US Dollar – Commerzbank

Commerzbank Research notes that USD/KRW has fallen to its lowest level since February as South Korean authorities tighten rules on leveraged ETFs to curb Kospi volatility.

Crude Oil is pricing a Hormuz deal, not a peace deal

Crude Oil is lower on Thursday even as the war that sets its price reached a country it had spared for five months. WTI trades just above the $82.00 handle, down more than 1.5%, and Brent holds just above $86.50 with a near-identical loss after both gave back a chunk of Wednesday's rally.

China: Consumption pivot points to slower growth - Rabobank

Rabobank’s Teeuwe Mevissen highlights that China’s Gross Domestic Product (GDP) growth undershot expectations in Q2, with persistent headwinds from weak domestic demand and a deepening real estate crisis.

Canadian Dollar strengthens to 1.4000 against US Dollar after suspected Japanese intervention

USD/CAD extends its decline on Thursday, slipping to a six-week low as the US Dollar (USD) weakens across the board following a sharp rally in the Japanese Yen (JPY). At the time of writing, the pair trades around 1.3996, staying on the back foot for a third consecutive day.

Silver rises as softer US inflation weighs on US Dollar

Silver prices advance toward $58.80 per ounce on Thursday, gaining around 1.7% as softer United States inflation data and weaker-than-expected economic growth place pressure on the US Dollar.

Singapore: Fiscal and FX coordination on policy – DBS

DBS Group Research economist Chua Han Teng analyzes Singapore’s latest SGD900mn fiscal support package and the Monetary Authority of Singapore’s (MAS) calibrated tightening of the Singapore Dollar (SGD) Nominal Effective Exchange Rate (NEER) band.

NASDAQ 100 rallies on one earnings report, while Dow Jones Industrial Average barely moves

The rebound in United States equities on Thursday is real, and it is one name deep. The NASDAQ 100 (NDX) trades near 27,950 after a gain of almost 3%, having printed its lowest level in two months in the 27,200 area inside the opening minutes.

United States Dollar Index slumps as suspected Japanese intervention rattles markets

The US Dollar Index (DXY) tumbles on Thursday as a sharp surge in the Japanese Yen (JPY) fuels speculation that Japanese authorities intervened to support the currency. USD/JPY plunged nearly 480 pips, falling below the psychological 160 mark and dragging the Greenback lower across the board.

Malaysia: Balanced macro profile supports Ringgit – MUFG

MUFG notes Malaysia remains one of Asia’s stronger-performing economies, with above-trend growth, low inflation and robust external demand, especially in electronics.

British Pound surges on BoE hawkish hold, Yen intervention crushes USD

The Pound Sterling registers gains versus the US Dollar after the Bank of England decided to hold rates unchanged, in a 6-3 vote, while suspected intervention to propel the Japanese Yen weakened the Greenback against most G8 currencies. The GBP/USD trades at 1.3430, up 0.40%.

Euro rises as Eurozone growth outpaces forecasts

EUR/USD trades higher near the 1.1460 area on Thursday as stronger-than-expected European economic data and softer United States (US) growth figures place pressure on the US Dollar (USD).

Australian Dollar tumbles against Japanese Yen on suspected intervention

AUD/JPY tumbles on Thursday as a sudden surge in the Japanese Yen (JPY) sweeps across Yen crosses, fuelling speculation that Japanese authorities intervened to support the currency after USD/JPY hit a 40-year high earlier this month.

Bank of England: Tighter conditions support September hold – TD Securities

TD Securities strategists highlight that the Bank of England (BoE) kept Bank Rate at 3.75% with a 6-3 split, signalling slightly more hawkish rhetoric but continued comfort with existing tightening.

Australian Dollar rallies despite softer CPI as US Dollar tumbles after Fed, weaker data

AUD/USD trades around 0.7010 on Thursday at the time of writing, up 0.82% on the day as broad-based US Dollar (USD) weakness outweighs the negative impact of softer Australian inflation.

Natural Gas: Fragile supply risks keep prices elevated – Rabobank

Rabobank’s Florence Schmit highlights that TTF Natural Gas remains exposed to Strait of Hormuz disruptions and QatarEnergy’s extended force majeure.

China: Domestic weakness calls for measured fiscal support - Commerzbank

Volkmar Baur at Commerzbank assesses that China’s Gross Domestic Product (GDP) growth of 4.3% year-on-year in Q2 2026 fell short of the government’s 4.5–5% target, with real estate weakness and cautious fiscal policy weighing on demand.

British Pound plunges amid suspected Yen intervention

The GBP/JPY cross trades sharply lower near 213.20 on Thursday, losing around 2.4% as a sudden surge in the Japanese Yen (JPY) overwhelms the British Pound’s reaction to the Bank of England’s (BoE) monetary policy announcement.

Gold: FOMC repricing caps CTA upside – TD Securities

TD Securities strategists explain that Gold has bounced after the Federal Open Market Committee (FOMC) left rates unchanged and Chair Warsh signaled tolerance for an inflation shock.

Japanese Yen surges on suspected intervention, EUR/JPY tumbles 400 pips in minutes

EUR/JPY plunges on Thursday, down 2.54% on the day to trade around 182.60 at the time of writing, after a sudden surge in the Japanese Yen (JPY) triggered by what appears to be another intervention by Japanese authorities in the foreign exchange market.

Eurozone: Strategic push reshapes dependencies – Rabobank

RaboResearch economists Maartje Wijffelaars and Leander Kalff outline how the European Union is intensifying efforts to strengthen Eurozone industry and reduce external dependencies.

Euro climbs to six-week high as suspected Japanese intervention pressures Greenback

EUR/USD extends its gains on Thursday as the Greenback remains under pressure as traders digest a busy batch of US economic data after the Federal Reserve (Fed) left interest rates unchanged at 3.50%-3.75% on Wednesday.

Germany: War-driven energy shock shapes outlook – Commerzbank

Commerzbank’s Dr. Ralph Solveen analyzes German inflation after the July national Consumer Price Index (CPI) rose from 2.3% to 2.8%, driven mainly by higher energy prices linked to conflict in the Persian Gulf and the end of fuel tax rebates.

Breaking: Japanese Yen surges on suspected intervention, USD/JPY plunges below 160.00

The Japanese Yen (JPY) is surging across the board in the American session on Thursday, without a clear catalyst. This development hints that Japanese authorities may finally be intervening in foreign exchange markets following days of speculation.

Canadian Dollar: BoC minutes flags two-sided economic risks – TD Securities

TD Securities strategists note the Bank of Canada’s (BoC) July Summary of Deliberations was balanced, with the Bank seeing the economy adjusting to recent shocks and expecting growth to strengthen, while worrying about medium-term inflation expectations drifting higher.

Japanese Yen gains the upper hand after US GDP miss, BoJ eyed

USD/JPY trades around 162.90 at the time of writing on Thursday, down 0.31% on the day, as the US Dollar (USD) comes under pressure following the Federal Reserve (Fed) meeting on Wednesday and a series of weaker-than-expected United States (US) economic data released earlier in the day, ahead of the

US Dollar: Warsh rhetoric weakens policy credibility – BBH

Brown Brothers Harriman’s (BBH) Elias Haddad notes the US Dollar (USD) is struggling to recover after the Federal Reserve’s (Fed) hawkish hold, as Chair Kevin Warsh’s tough inflation rhetoric failed to convince markets.

Gold approaches $4,100 as suspected Japanese intervention hits US Dollar

Gold (XAU/USD) remains trapped in its month-old $4,000-$4,200 range as the Federal Reserve’s (Fed) new era of limited forward guidance fails to shake the precious metal out of its sideways grind after policymakers left interest rates unchanged at 3.50%-3.75%.

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