現貨白銀日內漲幅擴大至1.00%，現報69.35美元/盎司。現貨黃金短線走高近10美元，報4659.35美元/盎司。

U.S. crude oil (WTI) futures settled at $82.36/barrel, down $2.65 or 3.12%.

DBS Group economists Taimur Baig and Radhika Rao expect the Bank of Korea to raise the policy rate 25bp to 3.00% at the August meeting and say there is scope to lift their 2026 GDP forecast from 2.6% to about 3.5% and 2027 CPI inflation forecast from 2.3% to near 3.0%. Stronger-than-expected 1H growth, persistent core inflation and rising house prices support further tightening. They caution, however, that a hawkish hold at August’s meeting cannot be ruled out amid tighter financial conditions after a sharp won appreciation and greater KOSPI volatility; in that scenario the BOK may keep rates unchanged while signalling a possible further hike in October.