英國綠色鍍金 2053

德國5 年Bobl 拍賣

美國NFIB 商業樂觀指數

美國紅皮書同比

Taiwan's trade surplus surged to USD 12.07 billion in June 2025, more than doubling from USD 4.70 billion in the same month of the previous year. Exports jumped by 33.7% year-on-year to USD 53.32 billion, driven mainly by robust growth in shipments of information, communication, and audio-video products (82.5%), parts of electronic products (31.1%), base metals and articles of base metal (1.7%), and machinery (2.4%). Meanwhile, imports rose 17.3% to USD 41.26 billion, mainly due to higher purchases of parts of electronic products (35.1%), machinery (48.6%), information and audio-video products (56.3%). However, purchases declined for mineral products (-25.0%) and chemicals (-0.1%). For the first six months of the year, the country’s trade surplus reached USD 55.71 billion, 54.3% higher than the same period last year, with exports growing 25.9% and imports increasing by 20.5%.

Taiwan Trade Surplus Widens Sharply Amid Strong Export Growth

The yield on Italy’s 10-year government bond rose above 3.55%, hitting its highest level since June 23, as easing trade tensions supported market sentiment. The uptick came after news that the US proposed a deal with the EU to keep a 10% baseline tariff, including exemptions for sectors such as aircraft and spirits. However, the US has so far declined to extend these exemptions to more politically sensitive industries like automobiles, steel, aluminum, and pharmaceuticals, as requested by the EU. The bloc is working to finalize a preliminary deal this week to secure the 10% rate beyond the August 1 deadline while continuing negotiations toward a long-term agreement. In monetary policy, markets now anticipate only one more interest rate cut from the European Central Bank this year, as officials adopt a more cautious, data-driven stance.

Italy’s Bond Yields Rise Amid Hopes for US-EU Tariff Deal

France’s 10-year government bond yield rose above 3.35%, its highest level since May 15, as trade tensions eased. The move followed reports that the US proposed a deal with the EU to maintain a 10% baseline tariff, with exemptions for sectors such as aircraft and spirits. However, the US has not signaled any willingness to exclude politically sensitive industries like cars, steel, aluminum, or pharmaceuticals, despite EU requests. The EU is aiming to secure a preliminary agreement this week to lock in the 10% rate beyond the August 1 deadline, as talks toward a permanent deal continue. On the monetary policy front, markets now expect just one more rate cut from the European Central Bank this year, as officials take a cautious, data-dependent approach.

French 10Y Bond Yield Nears 2-Month High

The Indian rupee strengthened past 85.7 in July, holding most of the rally from late June as the relative softness in energy prices and bullish momentum for the Indian economy outweighed the uncertain outlook for trade. Continued flows of tankers through the Persian Gulf into the Indian Ocean and another output increase by OPEC+ nations limited concerns of a sharp rebound in oil and fuel imports for India, preventing capital outflows as energy is India's largest import. In the meantime, strong indicators for the Indian economy maintained bets of strong growth domestically, with June's PMI coming at 61. This allowed the Indian rupee to hold its strength with the RBI still being able to build foreign exchange reserves, with the latest reading surpassing $700 billion, the highest om 10 months. On the other hand, uncertainty remained on tariffs by the US. The US refrained from imposing fresh tariffs in its latest letter round, but made levy threats against BRICS members.

今日熱門標的及事件

最即時的新聞，財經事件和分析師推薦，達成最佳投資決策

市場快訊