New Zealand ANZ – Roy Morgan Consumer Confidence: 91.3 (June) vs 86.5

Jul 3, 2026

Chinese Yuan: Renminbi gains weaken undervaluation claims – BNY

BNY’s Geoff Yu argues that current CNY strength has strategic value as China boosts imports of semiconductors from Japan, South Korea and Taiwan. He notes that renminbi gains versus NA-3 (JPY, KRW ve TWD), USD and EUR weaken any U.S./EU case on Chinese currency undervaluation.

South Korean Won: Export strength fails to stop gains – Societe Generale

Societe Generale reports that the Korean Won remains under selling pressure despite strong export growth and a wider trade surplus. USD/KRW has broken above the 1,550 psychological level, with interim resistance identified higher.