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Monthly Archives: August 2026

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.

Gold Holds Range After January Peak as Central Bank Buying Keeps Reserve Demand Firm

Written on August 2, 2026 at 10:28 pm, by

Gold consolidates $4,000–$4,500 after $5,500 peak; central-bank buying and derivative strategies target breakout, systemic risk.

US and Israel Weigh Iran Energy Strikes as Markets Brace for Weekend Supply Shock

Written on August 1, 2026 at 4:28 am, by

CBS: US, Israel may strike Iran’s energy infrastructure this weekend, sparking volatility; options, VIX hedges advised.

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