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SK Hynix (SKHY.O): long-term agreements will enhance medium- to long-term demand visibility.

2026-07-29

SK Hynix (SKHY.O): long-term agreements will enhance medium- to long-term demand visibility.

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2026-07-29

The Bank of Korea: Inflation will exceed the target in the second half of the year. It is necessary to maintain a tight monetary policy stance.

The Bank of Korea: Inflation will exceed the target in the second half of the year. It is necessary to maintain a tight monetary policy stance.
2026-07-28

TD Securities strategists say a Fed hold on Wednesday could prompt a reflexive dollar weakening. They expect rates to be left unchanged, with HAMMACK and Logan dissenting in favor of a hike. Any short-term dollar softness is likely capped because mar

TD Securities strategists say a Fed hold on Wednesday could prompt a reflexive dollar weakening. They expect rates to be left unchanged, with HAMMACK and Logan dissenting in favor of a hike. Any short-term dollar softness is likely capped because markets still price further Fed hikes through the remainder of 2026. TD expects the Fed to offer little forward guidance, reiterate its commitment to price stability, and note recent declines in inf while stressing inf remains elevated.
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