スイス生産者と輸入価格前年比

スイスプロデューサーと輸入価格前月比

イタリア調和した膨張率前年比最終

イタリアインフレ率前年比最終値

The Japanese yen slipped past 144.2 per dollar on Monday, extending losses for a second consecutive session, as the US dollar strengthened on increased safe-haven demand. Those moves came as the attacks between Israel and Iran intensified over the weekend, with both nations targeting each other’s energy infrastructure, leading to further rally in oil prices. This would make the Federal Reserve less likely to cut interest rates further in the near-term as policymakers grapple with tariff-related and inflationary risks. Domestically, investors are focused on the Bank of Japan’s upcoming policy decision. The central bank is widely expected to keep interest rates unchanged this week as officials monitor global developments and assess the impact of rising oil prices on Japan’s inflation outlook.

Japanese Yen Weakens as Dollar Gains

The New Zealand dollar stabilized around $0.60 on Monday as a slew of Chinese data helped offset some geopolitical risks. Chinese retail sales rose more than expected in May, providing some support to the Kiwi given China’s role as a major trade partner. However, weaker-than-expected industrial output tempered the optimism. Meanwhile, tensions in the Middle East continued to dampen risk sentiment, as Israel and Iran exchanged strikes for a third consecutive day on Sunday, with both nations vowing to continue retaliating. Domestically, a fresh PMI survey showed that the services sector remained deeply in contraction, with the latest reading marking the steepest decline since June 2024. The weak data added to signs of a sluggish economy, strengthening the case for further rate cuts from the Reserve Bank. Traders are now awaiting a series of key economic data releases this week—including food inflation, consumer confidence, and Q1 GDP—for further insights into the economy’s health.

New Zealand Dollar Stabilizes

The Australian dollar held its recent decline to around $0.648 on Monday, as heightened geopolitical tensions in the Middle East continued to weigh on market sentiment. Risk aversion intensified after Israel and Iran launched fresh attacks over the weekend, targeting each other’s energy infrastructure and stoking fears of a broader regional conflict, which boosted safe-haven demand for the US dollar. Additionally, lingering trade uncertainties further pressured the Aussie, with markets still digesting the vague framework of a tentative US–China trade agreement announced last week. Meanwhile, mixed Chinese economic data for May failed to lift the Australian dollar, with retail sales showing moderate growth, industrial production slowing slightly, and fixed asset investment missing expectations—signaling uneven momentum in China’s recovery. At home, this week’s job market data will be closely watched for insights into Australia’s economic health and its impact on the RBA’s rate outlook.

Australian Dollar Remains Subdued

The Shanghai Composite rose 0.1% to around 3,380 while the Shenzhen Component rose 0.4% to 10,160 on Monday, with mainland stocks recouping some losses from the previous session as investors assessed a batch of mixed domestic economic data while monitoring heightened geopolitical tensions. Retail sales in China grew more than expected in May, marking the fastest pace in 15 months and signaling a potential boost in consumer demand. However, industrial production disappointed, expanding at its slowest rate in six months and falling short of market expectations. Externally, investors also kept a close eye on the escalating conflict between Israel and Iran. Continued attacks over the weekend targeted energy infrastructure, fueling a further rise in oil prices and adding to global market uncertainty. Notable gainers in the session included Suzhou Dongshan (+10%), Zhongji Innolight (+4.9%), Eoptolink Technology (+6.7%), Shenzhen Forms (+7.0%), and Victory Giant (+7.1%).

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