Monthly Archives: April 2026
UK CFTC GBP non-commercial net positions rose, improving from -56.4K to -54.7K contracts

Written on April 18, 2026 at 10:20 am, by davin
UK CFTC data shows GBP non-commercial net positions improved to -54.7K from -56.4K, narrowing shorts by 1.7K.
US CFTC data shows gold non-commercial net positions increased to 162.5K, previously recorded at 156.3K

Written on April 18, 2026 at 9:51 am, by davin
CFTC data shows non-commercial gold net positions climbed to 162.5k from 156.3k, up 6.2k.
Australia’s CFTC AUD non-commercial net positions declined, dropping from 70.8K previously to 65.1K

Written on April 18, 2026 at 9:51 am, by davin
CFTC data shows Australian dollar non-commercial net positions dropped to 65.1k from 70.8k, down 5.7k.
Gold climbs above $4,850, gaining 1.5% as Hormuz reopens, easing tensions and weakening the US Dollar

Written on April 18, 2026 at 9:21 am, by davin
Gold jumped above $4,850 as Hormuz reopened, oil plunged, dollar weakened, and Fed easing expectations grew.
Middle East diplomacy lifts risk appetite, weakening the US dollar, aiding Asian currencies, despite elevated short-end yields
Written on April 18, 2026 at 9:20 am, by davin
Middle East diplomacy lifts risk appetite, weakening dollar; Asian FX rebounds, while tech upcycle supports regional currencies.
Markets stay uneasy over Hormuz uncertainty; the Dollar softens near 98.00, constrained by geopolitical risks
Written on April 18, 2026 at 8:51 am, by davin
DXY held near 98 as Hormuz reopening eased safe-haven demand; dollar softened, oil fell, gold rose.
USD/JPY falls as the yen strengthens, oil prices drop after Hormuz reopens, and the dollar softens

Written on April 18, 2026 at 8:51 am, by davin
USD/JPY fell to 158.18 as yen strengthened, dollar weakened; oil plunge boosted Fed cut bets, supporting BOJ.
DBS expects PBoC to leave the 1-year LPR at 3.00%, while uneven domestic growth contrasts support from exports
Written on April 18, 2026 at 8:21 am, by davin
DBS expects China to hold 1-year LPR at 3.00% amid firmer growth; Indonesia, Philippines steady.
Waller said he will monitor employment figures for stress, suggesting the labour market’s breakeven is near zero

Written on April 18, 2026 at 8:20 am, by davin
Fed’s Waller warns prolonged Middle East war could boost inflation, strain jobs; watches data as break-even nears zero.
Societe Generale says robust domestic demand should drive CNY towards 6.80, despite softer PBoC fixings
Written on April 18, 2026 at 7:51 am, by davin
Yuan seen nearing 6.80 per dollar as PBOC restrains gains; strong growth, exports support bonds.