ForexLive Asia-Pacific FX news wrap: Middle East tensions dominate ...Middle East

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ForexLive Asia-Pacific FX news wrap: Middle East tensions dominate
TD has set a one-month Gold price target of $3,650 per ounceAUD traders - heads up for an RBA speaker today, Thursday, June 12, 2025China Expands 10-day Visa-Free transit to 55 countries in totalAustralian consumer inflation expectations have jumped to 5%RBA to cut its cash rate in August & November 2025, then again in February and May 2026The latest chatter now is that the US and Iran will meet on Sunday for nuclear talksThe USD remains under pressure in Asia tradePBOC sets USD/ CNY mid-point today at 7.1803 (vs. estimate at 7.1703)Tame CPI boosts Fed rate cut expectationsUS officials have been told Israel is fully ready to launch an operation into IranJapan's Q2 2025 Business Outlook Survey shows very poor results, well down on Q1ICYMI - China grants rare-earth licenses to U.S., but only for six monthsSurvey shows weakest UK house price growth in nearly a yearTensions are ramping higher in the Middle EastTrump says he will set unilateral tariff rates within two weeksEUR/USD has popped above the big round number at 1.1500Trump says willing to extend trade talk deadline, doesn't think its necessaryIts been a hectic 24 hours for US-China trade negotiations ... Much Ado About NothingNew Zealand retail sales indicator, April: +0.9% y/y (prior -0.3%) & -0.2% m/m (prior 0%)Goldman Sachs forecasts uptick in Fed preferred core PCE inflation amid tariff concernsECB says central banks have continued to accumulate gold at a record paceUS - Iran nuclear talks scheduled for Sunday looking less and less likely (d'uh)European Central Bank President Lagarde says important to sustain global cooperationUS-China trade deal offers limited progress, says Capital EconomicsForexlive Americas FX news wrap 11 Jun. The redo of the China deal is completed..Bessent says Trump ‘likely’ to push back July tariff deadlineOne for the oil traders - Fitch has cut its oil price estimate to $65 a barrel from $70US indices close lower. Dow Industrial Average unchanged.Bessent says countries negotiating in good faith could see tariff deadlines rolledTrade ideas thread - Thursday, 12 June, insightful charts, technical analysis, ideas

Geopolitical risk remained front and centre during the Asia session, with speculation swirling over a potential Israeli strike on military facilities in Iran. CBS reported that US officials have been told Israel is fully prepared to launch an operation — a key reason behind recent US guidance for some Americans to leave the region. However, later reports suggested that the scheduled US-Iran nuclear talks on Sunday are still likely to proceed, highlighting the mixed and often contradictory signals in play.

Oil extended gains early but failed to hold session highs as uncertainty persisted.

    In Japan, a Ministry of Finance survey showed business sentiment turning negative for the first time in five quarters. The Business Sentiment Index for large firms fell to -1.9 for Q2, while non-manufacturers dipped to -0.5, their first negative reading since Q3 2022. The soft data adds to pressure on the Bank of Japan to hold policy steady at its meeting next week (June 16–17).

    Australian consumer inflation expectations jumped to 5.0% in June, up sharply from 4.1% in May and marking the highest reading since July 2023.

    The U.S. dollar slipped on the day, though not uniformly. EUR, JPY, CHF, and GBP all gained, while CAD was little changed. AUD and NZD underperformed. Gold climbed toward US$3,375 as safe-haven flows continued.

    This article was written by Eamonn Sheridan at www.forexlive.com.

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