Monthly Archives: May 2026
China factory PMI holds at 50 as markets weigh stimulus bets, yuan pressure and volatility trades
Written on May 31, 2026 at 10:17 am, by davin
China’s May manufacturing PMI held at 50, signaling stagnation; markets eye easing, yuan weakness, commodity impacts, volatility.
China non-manufacturing PMI edges into expansion, lifting sentiment towards equities, commodities and AUD
Written on May 31, 2026 at 10:16 am, by davin
China’s non-manufacturing PMI rose to 50.1 in May, beating forecasts, signaling resilience and boosting equities, commodities.
AI Demand Is Reaching Quantum Scale
Written on May 30, 2026 at 3:33 pm, by jessica
AI demand is reaching quantum scale. The near-term opportunity sits in cybersecurity, hybrid systems, semiconductor infrastructure and the control hardware needed to support the quantum stack.
Dollar slips on risk-on Middle East hopes as euro, sterling rise and gold hits fresh highs
Written on May 30, 2026 at 11:47 am, by davin
DXY slips on Middle East détente, boosting euro, sterling, and commodities; traders eye central banks and payrolls.
S&P 500 edges higher to record as AI-led tech surge offsets Romania drone risk and hedging debate
Written on May 30, 2026 at 11:17 am, by davin
S&P 500 hits record, AI-led surge lifts Dell/NetApp; momentum fades as geopolitical risks grow, hedges favored.
CFTC data show S&P 500 net shorts widen as inflation and rate fears weigh on sentiment
Written on May 30, 2026 at 10:47 am, by davin
CFTC data show S&P 500 net shorts deepened to -165.8k as inflation fears, volatility rise.
CFTC Data Show Speculators Cut Australian Dollar Net Longs as China and RBA Outlook Weigh
Written on May 30, 2026 at 10:17 am, by davin
CFTC data show AUD net longs fell to 60.2K from 85.6K, signaling weakening bullish sentiment.
CFTC Data Show Speculators Extend Yen Net Shorts as Carry Trade Crowding Intensifies
Written on May 30, 2026 at 10:16 am, by davin
CFTC shows yen shorts deepened to ¥-114.7K; crowded carry trade risks squeeze as USD/JPY nears 165.
CFTC Data Show Oil Speculators Cut Net Long Positions as Supply Builds and Demand Cools
Written on May 30, 2026 at 9:47 am, by davin
CFTC data show oil speculators cut net long positions to 161,000 contracts, signalling reduced bullish sentiment.
CFTC Data Show Gold Speculators Cut Net Long Positions as Fed Rate Outlook Weighs
Written on May 30, 2026 at 9:46 am, by davin
CFTC data show gold speculators trimmed net longs by 5.5k to 154.3k amid profit-taking, steady rates.
