Monthly Archives: August 2026
Fed easing anchors US yields, boosting Brazil and Mexico sovereign debt appeal as FX upside fades
Written on August 3, 2026 at 6:52 pm, by josephine
Fed easing anchors US yields, boosting Brazil/Mexico; favor long-duration LatAm sovereign debt over crowded FX positioning.
Taiwan Q2 GDP growth cools as domestic demand leads; equities and TWD face pressure amid outflows
Written on August 3, 2026 at 6:52 pm, by josephine
Taiwan’s Q2 GDP eased to 12.9%, domestic demand revived, but outflows hit TAIEX and TWD hard.
Markets brace for US jobs-data deluge as Fed holds rates and yields pressure gold, bitcoin
Written on August 3, 2026 at 6:23 pm, by josephine
Markets brace for key US jobs data as hawkish Fed, rising yields pressure gold and Bitcoin.
US June construction spending unexpectedly falls, fuelling softer growth signals and dovish Fed expectations
Written on August 3, 2026 at 6:21 pm, by josephine
June US construction spending fell 0.1%, missing forecasts, signaling cooling growth and potentially boosting rate-cut expectations.
US ISM manufacturing prices paid beats forecasts, reinforcing input inflation and hawkish policy outlook
Written on August 3, 2026 at 5:52 pm, by josephine
July ISM Manufacturing Prices Paid beat forecasts at 71.1, signaling persistent input inflation and potential market volatility.
ISM manufacturing jobs rebound signals firmer Fed stance, buoying US yields and dollar
Written on August 3, 2026 at 5:51 pm, by josephine
ISM manufacturing employment rebounds to 52.8, signaling factory hiring growth and prompting more hawkish Fed, volatility.
China PMI slips back into contraction as inflation cools, fuelling bets on PBoC easing
Written on August 3, 2026 at 5:23 pm, by josephine
China’s July data weakened: PMIs sank, inflation cooled, PBoC easing looms; traders eye weaker yuan, shorts.
S&P Global US Manufacturing PMI Ticks Higher in July, Bolstering Dollar and Pressuring Treasuries
Written on August 3, 2026 at 5:21 pm, by josephine
US Manufacturing PMI rose to 53.9 in July, signaling expansion; traders favor defensive bonds, bullish equities, USD, commodities.
Rand loses steam as Iran conflict lifts oil costs, raising South Africa risk premium, SARB scrutiny intensifies
Written on August 3, 2026 at 4:52 pm, by josephine
Rand gains fade as Iran conflict lifts oil, inflation overshoots SARB target, and policy hesitancy raises risk premium.
BNY Sees RBI Holding Rates at 5.25% as Rupee Faces Oil and Dollar Headwinds
Written on August 3, 2026 at 4:51 pm, by josephine
BNY expects RBI to hold 5.25% repo; sticky inflation, slowing growth pressure rupee; prefer duration, carry trades.
