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Monthly Archives: August 2026

WTI Slumps Despite Trump-Iran Deal Hopes as Tanker Attacks Raise Middle East Supply Risks

Written on August 3, 2026 at 1:58 am, by

WTI rebounds but still down 7% amid Middle East tanker attacks, shipping disruptions, and bullish options strategies.

Japan and US step up coordinated yen support as Katayama flags further dollar liquidity measures

Written on August 3, 2026 at 1:28 am, by

Japan, with U.S. support, intervened to buy yen, curb disorderly swings; officials signal more action ahead.

South Korea manufacturing PMI climbs to 53.1 as July output and new orders gain pace

Written on August 3, 2026 at 1:27 am, by

South Korea’s manufacturing PMI rose to 53.1 in July, signaling stronger conditions and semiconductor-driven trade opportunities.

Japan Manufacturing PMI Misses Forecast but Stays in Expansion, Fuelling Yen and Yield Bets

Written on August 3, 2026 at 12:58 am, by

Japan’s July manufacturing PMI eased to 54.5, missing forecasts but still signaling strong expansion overall.

USD/JPY Rises as US-Japan Intervention Risk and Middle East Tensions Propel Volatility

Written on August 3, 2026 at 12:58 am, by

USD/JPY rebounds near 157.65 as US-Japan intervention risk and Middle East tensions fuel volatility, hedging demand.

OPEC+ to raise September oil output by 188,000 bpd as Middle East conflict weighs on supply

Written on August 3, 2026 at 12:28 am, by

OPEC+ to raise September output 188,000 bpd; WTI falls 6% as traders brace for volatility.

Trump pauses Iran strikes as Hormuz talks loom, keeping oil volatility elevated

Written on August 2, 2026 at 11:29 pm, by

Trump delays Iran strikes as talks start Monday; Hormuz reopening and denuclearisation talks spur volatile oil markets.

Drone Attack on Egypt Port Raises Suez Corridor Risk as Oil and Equities Whipsaw

Written on August 2, 2026 at 11:28 pm, by

Drone strike ignites ships at Egypt port, raising Suez risk; oil whipsaws, prompting hedges across markets.

COT Data Flags Record Dollar Longs as Euro Turns Bullish; Crude Softens and Wheat Shorts Crowd

Written on August 2, 2026 at 10:59 pm, by

COT report shows extreme dollar longs, euro bullish extremes, crude turns bearish, natural gas bullish, KC wheat crowded.

Microsoft fuels mega-cap tech dispersion as Azure beats, USDJPY slides amid intervention bets

Written on August 2, 2026 at 10:58 pm, by

Microsoft’s record $450bn jump highlights AI-driven mega-cap dispersion, surging cloud gains, and derivatives opportunities globally.

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