- The Bank of Japan has kept its target interest rate unchanged at 1%, in line with market expectations and the previous value of 1.00%. The Bank of Japan's interest rate decision was passed by an 8-1 vote (the previous vote was 7-1, with Governor Kazuo Ueda absent due to illness).
- The Bank of Japan has kept interest rates unchanged as expected. The USD/JPY rose about 30 points in the short term, reaching a new intraday high of 160.87, an increase of approximately 0.87%.
- Bank of Japan interest rate decision: Due to high crude oil prices, price transmission in transactions between companies is taking place at a relatively fast pace.
- Sony (SONY.US) reported a net profit of 342.16 billion yen for the first fiscal quarter, exceeding the market expectation of 265.98 billion yen.
- Spot silver fell 1.01% intraday to $58.37 per ounce; the main COMEX silver futures contract last traded at $58.64 per ounce, down 0.64% on the day.
- Bank of Japan Interest Rate Decision: Recent Yen Depreciation May Lead to Rising Durable Goods Prices
- Sony (SONY.US): Expects full-year operating profit to be 1.72 trillion yen, previously forecasted at 1.60 trillion yen.
- Sony (SONY.US) reported first-quarter revenue of 2.84 trillion yen, compared to 2.62 trillion yen in the same period last year.
- Yen surges 3.3% against US dollar on the eve of Bank of Japan decision; spot gold briefly breaks the 4100 mark
- On July 31, Tesla China released the 2026.14.13 version of its in-car software update, covering the Model 3, Model Y, Model S, and Model X. The phased rollout of the update began on July 31, 2026. One of the main upgrades is the “Beanbun Large Model,” an intelligent voice assistant that not only provides real-time information but also enables natural, fluent conversations. It supports multiple premium voice tones and offers personalized roles such as “Know-It-All,” “Music Enthusiast,” and “Stor
- South Korea intends to inject $14 billion into its sovereign wealth fund, betting on AI and data centers
- Walsh "hints" at changing inflation indicators, market "smells something bad"
- Japan’s top foreign exchange official, Atsushi Mimura, is reappointed for the third year, resuming intervention to curb yen depreciation.
- ING warns: Frequent interventions could "downgrade" Japan's exchange rate regime; yen recovery hinges on a peak in the US dollar
- Tokyo inflation accelerates for the second consecutive month, Bank of Japan remains on rate hike path
- An executive from Japan's JERA stated that liquefied natural gas inventories are sufficient to ensure supply in October. Even during summer heatwaves, stable electricity supply will not be affected.
- Analyst: Amid internal and external pressures, Nvidia (NVDA.US) "holds the fort" at the technical resonance zone, with $190 potentially becoming a key anchor point for AI conviction
- JPMorgan: Lowers Apple (AAPL.US) target price from $345 to $340.
- Spot gold has just broken through the $4080.00/ounce mark, currently quoted at $4079.94/ounce, down 0.57% on the day; COMEX gold futures main contract is currently quoted at $4138.50/ounce, down 0.53% on the day.
- Excessive Concentration and Weak Profit Outlook! Australian Pension Fund Cbus Super Reduces Domestic Equity Allocation, Shifts to Global and Emerging Markets
- Short-term trading suggestions for US crude oil: range-bound fluctuation, sell on rallies and buy on dips.
- Wall Street’s "Precision Maneuver"? From AI Star Fund Blow-up to Tech Stock Frenzy, National Capital Suspected of Using Fortress Fund to "Defuse" AI Risk
- Yen weakens again ahead of BOJ decision, relinquishing intervention gains as market focuses on hawkish signals
- Japan’s forex intervention estimated at 5 trillion yen; the central bank is likely to remain on hold but turn more hawkish, while the Ministry of Finance is ready to take further action at any time
- The depreciation of the Korean won boosts the value of overseas assets, Japanese foreign exchange reserve special accounts are projected to post a surplus of $31 billion in fiscal year 2025, the second highest on record.
- According to Nikkei News: Toyota (TM.US) will suspend production at its Aichi Prefecture plant for five days in August.
- According to Nikkei: Due to the Kumamoto earthquake, Toyota (TM.US) plans to extend the shutdown period of its Fukuoka plant.
- Spot gold short-term trading suggestion: range-bound trading, sell on rallies, buy on dips
- Kenanga: The US dollar is expected to fluctuate between 4.08 and 4.10 against the Malaysian ringgit next week, with the ringgit remaining weak.
- The main contract of US unleaded gasoline futures has just broken through the $3.0900/gallon mark, now quoted at $3.0895/gallon, down 1.33% on the day; the main contract of Nymex US crude oil futures has just broken through the $82.00/barrel mark, now quoted at $81.84/barrel, down 2.09% on the day.
- Brent crude oil futures main contract drops 2.14% intraday, quoted at $85.32 per barrel.
- Nymex WTI crude oil futures main contract fell by 2.09% intraday, trading at $81.84 per barrel.
- Korea Investment & Securities raises Samsung Electronics’ target price by 10% to 650,000 KRW, optimistic about long-term contracts improving profitability visibility.
- The Bank of Japan is expected to keep interest rates unchanged, but improving economic prospects may pave the way for a rate hike.
- Spot platinum has just broken through the $1,630.00/oz level, last quoted at $1,629.95/oz, down 1.65% on the day; Nymex platinum futures main contract is last quoted at $1,642.8/oz, down 1.05% on the day.
- Plug Power stock down 92.6% in five years — can the $2 floor hold?
- Is Meta stock dead money? Q2 earnings miss sends shares to $539
- The US dollar has just reached the 6.7500 yuan mark against the offshore renminbi, currently quoted at 6.7500 yuan, up 0.04% on the day; the US dollar is currently quoted at 6.7552 yuan against the onshore renminbi, up 0.01% on the day.
- Today, the central parity rate of USD to RMB is reported at 6.7894, up by 2.00 points. The previous trading day was 6.7892. USD/CNY onshore closed yesterday at 6.7552, and USD/CNY offshore closed at 6.7475.
- Spot platinum has just broken through the $1,640.00/ounce mark, now quoted at $1,638.67/ounce, down 1.12% on the day; Nymex platinum futures main contract is now quoted at $1,651.6/ounce, down 0.52% on the day.
- Spot gold just broke the $4,090.00/oz mark, now quoted at $4,089.79/oz, down 0.33% on the day; the main COMEX gold futures contract is now quoted at $4,148.20/oz, down 0.30% on the day.
- Hot News Review: Drone Attack on Egyptian Port Escalates Spillover Risks, Threatens Suez Canal Shipping Safety
- The Trump administration pushes to reopen closed refineries to address high oil prices caused by the Iran war.
- Japan intervenes in the foreign exchange market for the first time in three months to support the yen; market focuses on Bank of Japan interest rate decision
- Rivian (RIVN.US) Q2 Earnings: Mixed Results as Gross Profit Turns Positive and Outlook Improves, but Ongoing Cash Burn Persists
- Foreign investors recorded net sales of nearly 50 trillion won in Korean stocks in June, reaching a historic high, but their holdings simultaneously rose to a record level.
- The main contract of US unleaded gasoline futures has just surpassed the $3.1100/gallon mark, now reported at $3.1088/gallon, down 0.72% on the day; the main contract of Nymex US crude oil futures has just surpassed the $83.00/barrel mark, now reported at $82.76/barrel, down 0.99% on the day.
- Spot platinum just broke through the $1650.00/oz level, currently quoted at $1649.75/oz, down 0.45% on the day; Nymex platinum futures main contract is currently quoted at $1662.5/oz, up 0.14% on the day.
- Nymex WTI crude oil futures main contract fell by 1.72% intraday, trading at $82.15 per barrel.
- EUR/JPY just reached the 185.00 mark, currently at 185.00, up 0.62% on the day
- GBP/JPY just broke through the 216.00 level, now reported at 216.01, up 0.61% on the day
- Brent crude oil futures main contract fell by 1.07% intraday, quoted at $86.25 per barrel.
- AI surges violently! Samsung and SK Hynix soar 25%, Korean stocks jump over 14%, SoftBank soars 15%, Japanese stocks surge
- Korean stocks stage a violent rebound! KOSPI soars 14% in a single day, setting a record; Chey Tae-won makes a rare "bottom-fishing" move in SK Hynix. Can belief in AI reshape the market?
- Tokyo's core CPI rose 1.9% year-on-year in July, with accelerating inflation paving the way for future rate hikes by the Bank of Japan.
- Recently, there have been market reports that Apple is testing chips from the Chinese storage manufacturer Changxin Memory Technologies (CXMT). At Apple's fiscal Q3 2026 earnings call on July 30 (local time), an analyst asked whether Apple's pursuit of more diversified memory sources could ensure supply. Apple CEO Tim Cook stated that Apple is evaluating all options; there are currently three main suppliers of DRAM (Dynamic Random Access Memory). Having more suppliers is a good thing, as it can
- Spot gold has just surpassed the $4,100.00/oz mark, now quoted at $4,099.93/oz, down 0.09% for the day; the main COMEX gold futures contract is quoted at $4,158.80/oz, down 0.04% for the day.
- South Korea plans to inject 20 trillion won into its sovereign wealth fund, allowing investments in domestic assets for the first time, with a focus on AI and data centers.
- The "AI Stock God" has collapsed, "blood-stained chips" have emerged, and Wall Street is betting: AI has reached the bottom!
- Japan's top foreign exchange official, Masato Kanda: Listening to various concerns about the recent weakness of the yen.
- UK business confidence rises to a four-month high in July as US-Iran ceasefire improves economic outlook
- Novogratz signals Democrats near Senate deal on Crypto Clarity Act
- Murata raises FY2026/27 operating profit forecast to JPY 430 billion
- Corbion Q2 FY26 adjusted EBITDA falls 2.3% to €51 million; net sales rise 6.8% to €337.4 million
- Fuchs H1 FY26 EBIT climbs 24% to EUR 260 million; sales revenue rises 11% to EUR 2 billion
- Forvia H1 FY26 operating income rises 1.6% to €632 million; net sales fall 4.3% to €10.51 billion
- Siemens Healthineers Q3 FY26 adjusted EBIT rises 15.6% to €1.1 billion; revenue increases 2.8% to €5.76 billion
- OMV Petrom Q2 net income drops 24% to RON 774 million; revenue climbs 45% to RON 11.74 billion
- Clariant Q2 FY26 EBITDA rises 2.8% to CHF 142.4 million; sales fall 2.7% to CHF 941.3 million vs Q2 FY25
- Medacta targets FY 2026 revenue growth of 10%-14% in constant currency, adjusted EBITDA margin up about 50 bps
- Covestro H1 FY26 swings to €120 million net profit; revenue slips 1.9% to €6.73 billion
- AXA 1H26 underlying earnings rise 4% to Euro 4.5 billion
- ROBLOX CORP <RBLX.N>: JEFFERIES CUTS TARGET PRICE TO $38 FROM $50
- Nyrstar drops plan to cut capital, reserves to absorb accumulated losses
- VGP reports 30,347,546 issued shares, 46,055,991 total voting rights as of July 31, 2026
- IRLAB Therapeutics totals 146,461,921 shares, voting rights as of July 31
- Crédit Agricole Q2 FY26 net income drops 11.9% to EUR 2.05 billion; revenue rises 7.7% to EUR 7.36 billion
- Neobo cancels 5,150,737 treasury shares, cuts share capital by SEK 26.64 million
- Bactiguard issues 715,000 Class C shares to hedge LTIP 2026 commitments
- Sohu.com to report Q2 results before US market open
- Proximus Q2 FY26 net income drops 12.3% to EUR 154 million; underlying EBITDA falls 3% to EUR 470 million
- Aker BioMarine cash offer draws acceptances for 10,707,629 shares at NOK 105 each
- VERICEL CORP <VCEL.O>: LEERINK PARTNERS RAISES TARGET PRICE TO $59.00 FROM $46.00
- ARTHUR J. GALLAGHER & CO. : JEFFERIES RAISES TARGET PRICE TO $300 FROM $273
- AXOS FINANCIAL INC : JEFFERIES RAISES TARGET PRICE TO $120 FROM $110
- GUARDANT HEALTH INC <GH.O>: TD COWEN RAISES TARGET PRICE TO $210 FROM $200
- ILLUMINA INC <ILMN.O>: JEFFERIES RAISES TARGET PRICE TO $185 FROM $150
- CHURCHILL DOWNS INC <CHDN.O>: JP MORGAN CUTS TARGET PRICE TO $123 FROM $126
- NEXTPOWER INC <NXT.O>: JP MORGAN CUTS TARGET PRICE TO $152 FROM $179
- VIRTU FINANCIAL INC <VIRT.N>: JP MORGAN RAISES TARGET PRICE TO $61 FROM $59
- WEST FRASER TIMBER CO LTD <WFG.TO>: CIBC CUTS TARGET PRICE TO C$97 FROM C$100
- LENDINGTREE INC <TREE.O>: JP MORGAN CUTS TARGET PRICE TO $48 FROM $52
- LOWE'S COMPANIES INC <LOW.N>: JP MORGAN CUTS TARGET PRICE TO $252 FROM $279
- Sato Shoji Q1 FY27 operating profit rises 28.6% to JPY 2.04 billion
- Couche-Tard: Expects Offer to Be Completed No Later Than December if Successful >ATD.T
- Coltene expects FY 2026 EBIT margin of 9%-10%
- Hoya FY26 Q1 operating profit climbs 24% YoY to JPY 82.4 billion; revenue rises 16% to JPY 255.7 billion
- Hoya launches share buyback of up to 10 million shares worth JPY 200 billion
- Hoya launches strategic review of PENTAX Medical endoscope business, including possible sale
- Couche-Tard Expects Offer Period to Commence Toward Aug. 26 >ATD.T
