Monthly Archives: September 2026

US yields diverge as 30-year hits 22-year high, fuelling expectations of further Fed tightening

Written on September 26, 2026 at 11:14 am, by

Treasury trading mixed as long yields hit decades highs; hawkish Fed signals spur derivative shorts, volatility hedges.

ING Sees Faster Korea Output Growth, Wider Surplus and Softer Inflation Supporting Won and Bonds

Written on September 26, 2026 at 10:14 am, by

ING expects faster Korea output growth, wider surplus, easing inflation; favors KRW calls, long KTB futures, KOSPI calls.

Ethena and Binance expand USDe delta-neutral strategy into tokenised equity perpetuals amid high funding rates

Written on September 26, 2026 at 10:14 am, by

Ethena partners with Binance to apply USDe delta-neutral strategy to equity perps, targeting funding yield.

UBS flags diesel squeeze as Brent rebounds, bolstering case for broader commodity upcycle into 2026

Written on September 26, 2026 at 9:14 am, by

Gold led hard assets; metals followed. Energy reprices as diesel tightens; agriculture next, with 2026 starting commodity supercycle.

US data deluge to test resilience as RBA nears peak and Eurozone inflation back in focus

Written on September 26, 2026 at 9:14 am, by

Key US data, global central banks, and inflation updates may spark volatility; options strategies target yields, FX, equities.

CFTC Data Shows Gold Speculative Net Longs Edge Lower, Keeping Bullish Tone Intact

Written on September 26, 2026 at 8:14 am, by

CFTC data shows gold net longs dipped to 225.9K, modest trimming, bullish structure intact above 200K.

CFTC Data Show Speculators Deepen Sterling Net Shorts as UK Growth Stalls and Rate Cuts Loom

Written on September 26, 2026 at 8:14 am, by

CFTC data shows speculators increased net shorts in sterling to -82.6k, reinforcing bearish momentum amid weak UK fundamentals.

CFTC data show speculators deepen net short positions in S&P 500 futures

Written on September 26, 2026 at 7:14 am, by

CFTC data show non-commercial S&P 500 futures positions turned more bearish, net shorts deepening to -133.2k.

CFTC Data Show Speculative Yen Longs Fall as USD/JPY Mean-Reversion Risks Build

Written on September 26, 2026 at 7:14 am, by

CFTC data: JPY non-commercial net longs drop to 72k from 120.4k, signaling fading yen rally.

CFTC Data Shows Speculators Increase Net-Long Oil Positions as Crude Finds Support

Written on September 26, 2026 at 6:14 am, by

CFTC data shows oil speculators increased net longs to 141.1K, signaling cautious bullish return and upside.

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