Monthly Archives: August 2026
Bank of Korea signals slower tightening as won rally fades into USD/KRW consolidation range
Written on August 29, 2026 at 1:19 pm, by josephine
Bank of Korea hikes to 3.0%, signals potential pause; KRW consolidates after 12% rally, USD/KRW 1,360–1,400.
BSP Lifts Policy Rate to 5.0% as Peso Lags ASEAN Peers and Tightening Bias Persists
Written on August 29, 2026 at 12:19 pm, by josephine
BSP hiked rates to 5.0% as peso lags ASEAN peers; traders eye options, forwards, swaps.
DBS Sees Bank Negara Malaysia Holding Overnight Policy Rate at 2.75%, Inflation Keeps Policy Neutral
Written on August 29, 2026 at 11:19 am, by josephine
DBS expects BNM to hold OPR at 2.75%, citing benign inflation; recommend neutral-rate trades, receiving swaps.
Mexican Peso Slips as Warsh Remarks Lift Dollar and Shift Rate-Rise Pricing
Written on August 29, 2026 at 11:19 am, by josephine
Mexican peso fell as Warsh’s hawkish Jackson Hole comments boosted dollar; USD/MXN rebounded near 17.04 resistance.
S&P 500 Faces September Seasonal Drag as 7,638 Support Puts 7,120 in Focus
Written on August 29, 2026 at 10:19 am, by josephine
September is historically S&P 500’s weakest month; 7,638 support pivotal, break risks drop toward 7,100–7,200.
Commerzbank flags China’s weak-yuan bias as trade surplus swells and traders eye further depreciation
Written on August 29, 2026 at 9:19 am, by josephine
Commerzbank highlights China’s managed yuan, gold buying and surging surplus, urging options positioning for further weakness.
Sterling Net Shorts Narrow as CFTC Data Signals Reduced Bearish Bets on the Pound
Written on August 29, 2026 at 9:18 am, by josephine
GBP speculative net shorts narrowed to -44.5k from -54.6k, signaling reduced bearishness and potential upside.
CFTC Data Shows Speculators Extend Yen Shorts, Raising Risk of a Sharp Reversal
Written on August 29, 2026 at 8:19 am, by josephine
CFTC data shows yen shorts deepening to -63.3k, boosting reversal risk; options favored for potential sharp recovery.
CFTC Data Show S&P 500 Net Speculative Position Turns Deeper Short, Falling to -68k Contracts
Written on August 29, 2026 at 7:19 am, by josephine
CFTC data show S&P 500 net speculative positions turned more bearish, dropping from -10.6k to -68k.
CFTC Data Show Oil Speculators Edge Long Exposure Higher Amid Range-Bound Crude Prices
Written on August 29, 2026 at 7:18 am, by josephine
CFTC data showed oil net noncommercial length rose modestly to 123.4k, signaling cautious optimism amid range-bound crude.
