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Monthly Archives: July 2026

Asian semiconductor shares slide as OECD warns South Korea over tech-cycle dependence and rising volatility

Written on July 3, 2026 at 2:56 am, by

Semiconductor stocks slide across Asia as OECD warns Korea’s chip dependence, boosting volatility and prompting defensive positioning.

Argentina June Tax Receipts Slip, Raising Concerns Over Fiscal Targets and Peso Pressure

Written on July 3, 2026 at 2:55 am, by

June tax revenue fell to 20,017b, signaling slowdown, pressuring peso and equities amid rising volatility and fiscal risks.

SocGen sees extended USMCA renegotiations, with annual reviews keeping pressure on rules of origin and China content

Written on July 3, 2026 at 2:26 am, by

Societe Generale expects USMCA renegotiations to drag on, driving headline volatility, but deep integration supports eventual compromise.

Dollar Index steadies as softer US payrolls shift Fed bets; euro and gold gain

Written on July 3, 2026 at 2:25 am, by

DXY near 100.90 as softer payrolls spark Fed pivot, weaken dollar; euro and gold rise.

WTI slides to 18-week low as oversupply erases war premium and cools inflation outlook

Written on July 3, 2026 at 1:55 am, by

WTI hits 18-week low as oversupply, weak demand erase war premium; traders eye $70-$72 resistance, $65 support.

Dollar Index slips after weak US payrolls, as yen rebound stokes intervention speculation

Written on July 3, 2026 at 1:26 am, by

Softer US jobs data weakened DXY, trimming September hike odds; yen rebounded on intervention fears, pressuring dollar.

US oil rig count rises to 445 as higher crude prices bolster drilling appetite

Written on July 3, 2026 at 1:25 am, by

Baker Hughes says US oil rigs rose to 445, indicating producer confidence, disciplined supply growth, and steady prices.

Sterling Rises as Weak US Payrolls Slash Fed Hike Bets, Boosting GBP/USD Options Demand

Written on July 3, 2026 at 12:57 am, by

Sterling climbed as weak US payrolls slashed Fed hike odds, boosting GBP/USD; traders eye call options.

Wall Street Rotates to Industrials as Weak Payrolls Lift Dow, Pressure Nasdaq

Written on July 3, 2026 at 12:55 am, by

June payrolls miss sparks US stock divergence: Dow hits record, Nasdaq slips; rotation to industrials, Fed steady.

BNY Warns Crowded Yen and Won Shorts as Policy and AI Supply Chain Risks Loom

Written on July 3, 2026 at 12:27 am, by

BNY says JPY/KRW longs capitulated; weak USD carry, cheaper oil, and policy/geopolitical signals could spark rebound.

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