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Gold fell to around $3,330 per ounce on Wednesday, trimming over 1% gains from the previous session as easing geopolitical risks reduced its safe-haven appeal. President Trump said Tuesday Israel agreed to a 60-day Gaza ceasefire and warned Hamas to accept before conditions worsen. Meanwhile, a weaker US dollar limited losses amid fiscal concerns and trade uncertainty. The Senate passed Trump’s tax-and-spending megabill, sending it back to the House, which is projected to add $3.3 trillion to the national debt. Trump also expressed frustration over US-Japan trade talks, threatening a 35% tariff on Japanese imports. On the monetary policy front, Fed Chair Powell said the Fed remains patient on rate cuts but hasn’t ruled out a reduction this month, while Treasury Secretary Scott Bessent expects cuts by September. Investors now await key US labor data this holiday-shortened week, with Thursday’s payrolls report in focus for more clues on the Fed’s policy path.

Gold Falls as Geopolitical Risks Ease

The benchmark KOSPI fell 1.5% to around 3,050 on Wednesday, retreating from more than three-year highs as investors raked in profits after recent gains. Market sentiment turned cautious as the consumer price index rose 2.2% year-on-year in June,  slightly above expectations, signaling persistent inflationary pressure following the Bank of Korea’s fourth policy rate cut. On the international front, UAE President Sheikh Mohamed bin Zayed Al Nahyan and South Korea’s President Lee Jae-myung held a strategic phone call on Tuesday, reaffirming a special bilateral partnership and pledging cooperation across the economy, investment, energy, education, defense, technology, nuclear power, AI, and sustainability. Leading the losses were tech shares, including SK Hynix (-3.3%), LG Energy Solution (-0.5%), and Samsung Electronics (-0.2%).

KOSPI Falls on Profit-Taking

The Shanghai Composite fell 0.2% to around 3,450, while the Shenzhen Component dropped 0.5% to 10,420 on Wednesday, paring gains from the previous session, with high-flying technology stocks leading the decline as investors locked in some profits. Market focus is now shifting to the upcoming Politburo meeting later this month, where officials are expected to unveil additional stimulus measures aimed at offsetting the economic impact of elevated US tariffs. Meanwhile, the latest Caixin survey showed a surprise return to expansion in China’s manufacturing activity in June, reflecting Beijing’s intensified efforts to stabilize growth. The technology sector led the declines, with notable losses in Zhongji Innoolight (-4.0%), Suzhou Dongshan (-5.3%), Eoptolink Technology (-3.5%), Victory Giant (-3.1%), and Anhui Greatwall (-3.1%).

China Stocks Slip as Tech Shares Weigh

The S&P/ASX 200 rose 0.2% to around 8,554 on Wednesday, after pausing in the previous session, boosted by rallies in mining and real estate stocks. The index also gained support from May’s retail sales, which increased 0.2% month-on-month—below the expected 0.4% rise, strengthening market expectations of a July rate cut by the Reserve Bank of Australia. Additionally, building permits rose less than anticipated, raising concerns about a cooling domestic economy. On the corporate side, the mining sector surged 1.5% after strong Chinese manufacturing data lifted copper prices to a three-month high, such as BHP (1.2%), Fortescue (2.4%), and Rio Tinto (0.9%). Real estate stocks also extended its rally on expectations that further monetary easing will lower financing costs and stimulate property demand. On the downside, Australian pizza chain Domino’s dropped up to 19%, after announcing CEO Mark van Dyck’s departure.

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