Monthly Archives: September 2026
CFTC Data Show Speculators Lift Net Long Oil Positions as Supply Curbs Tighten Market
Written on September 5, 2026 at 6:21 am, by josephine
CFTC data shows oil net longs rose to 129.9K, signaling bullish sentiment amid tightening supply conditions.
Bank Negara Malaysia drops ‘appropriate’ guidance as DBS sees rates on hold through 2026
Written on September 5, 2026 at 6:20 am, by josephine
BNM held OPR at 2.75%, dropped “appropriate” guidance; DBS sees steady rates, but inflation risks linger.
RBI’s FCNR(B) inflows fade, rupee support eases as USD/INR nears oversold levels
Written on September 5, 2026 at 5:21 am, by josephine
FCNR(B) inflows supported rupee; window closure may end dollar surge, prompting RBI two-way management, range trading.
Brent Nears $100 as Hormuz Risks, Inventory Draws and Low US Reserves Stoke Upside Bets
Written on September 5, 2026 at 5:20 am, by josephine
Brent nears $100 amid Hormuz disruption, falling inventories, and volatility; traders favor call spreads targeting $120–$130.
Gold whipsaws as Waller remarks fade and US payrolls revive Fed hike bets
Written on September 5, 2026 at 4:21 am, by josephine
Gold spiked on dovish Fed hopes, then slumped after strong payrolls boosted yields, dollar, hike odds.
Brazil’s August Trade Surplus Tops Forecasts, Offering Near-Term Support for the Real and Derivatives Plays
Written on September 5, 2026 at 4:20 am, by josephine
Brazil’s August trade surplus hit $7.39bn, beating forecasts, supporting BRL strength and bullish derivative strategies.
Baker Hughes US oil rig count edges up to 449, signalling steady domestic output
Written on September 5, 2026 at 3:21 am, by josephine
Baker Hughes rig count rose to 449; drilling remains subdued, supporting oil prices and favoring bullish options.
Nordea Sees Eurozone Inflation Above ECB Target Until 2027, Keeping Rate Rises in Focus
Written on September 5, 2026 at 3:20 am, by josephine
Nordea expects Eurozone inflation above ECB target until 2027; core above 2% through 2028, supporting hawkish trades.
Cleveland Fed’s Hammack Says Policy Not Restrictive, Flags Higher Rates as Inflation Stays Above 3%
Written on September 5, 2026 at 2:21 am, by josephine
Hammack says Fed policy isn’t restrictive; inflation above 3% may require rate hikes, boosting yield volatility risks.
CBRT Liquidity Normalisation Pulls TLREF to Policy Rate as Markets Price Year-End Cuts
Written on September 5, 2026 at 2:20 am, by josephine
CBRT liquidity normalization pulls TLREF to 37%; ING expects steady September, then two cuts to 35%, easing yields.
