June final CPI +2.8% vs +2.8% y/y prelim Prior +3.2% June final core CPI +2.4% vs +2.4% y/y prelim Prior…

Bank of Japan to keep interest rates unchanged at July meeting – Kyodo !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|} !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|}

How have interest rate expectations changed after this week’s events? !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|} !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|}

The USD mixed to start the North American session. USD is strongest vs GBP and AUD. !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|} !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|}

Prior import prices +1.9% (revised to +1.7%) Export prices -0.6% vs -0.4% expected Prior export prices +1.3% (prior revised to…

US housing starts for June 1.427 million versus 1.310 million estimate. !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|} !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|}

Prior was +0.1% Capacity utilization 76.1% vs 76.2% expected Manufacturing output 0.0% vs +0.1% expected Prior output 0.0% (revised to…

The AUDUSD and NZDUSD are moving lower as risk-off/USD buying/technicals. !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|} !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|}

A couple things are roiling markets at the moment: 1) The release of Kimi K3, a Chinese open source model…

Prior was 48.9 Conditions 54.9 vs 48.7 expected Prior was 48.4 Expectations 54.20 vs 51.7 expected Prior expectations 49.3 One-year…