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Monthly Archives: June 2026

Taiwan equities rally as institutions sell, sector rotation deepens and TWD stays muted

Written on June 27, 2026 at 12:38 am, by

Taiwan equities surge despite institutional outflows; sector rotation and undervalued TWD create hedged futures and options opportunities.

DBS Sees Vietnam Q2 GDP Steady at 7.8% as Inflation Eases, Supporting Equity Optimism

Written on June 27, 2026 at 12:37 am, by

DBS sees Vietnam Q2 2026 GDP steady at 7.8%, inflation easing, boosting equities on FDI, electronics exports.

Canadian dollar pares gains as hawkish Fed bets and Hormuz tensions lift USD/CAD

Written on June 27, 2026 at 12:08 am, by

Canadian dollar slips as U.S. dollar rebounds on Iran tensions, hawkish Fed bets, and falling oil prices.

HSBC Flags Philippine Stagflation Risk as Growth Slows and Inflation Tops ASEAN

Written on June 27, 2026 at 12:07 am, by

HSBC warns Philippines faces stagflation: GDP growth slows to 2.8% while inflation hits 6.8%, pressuring markets.

Thai exports growth cools in May as imports surge, baht steadies on portfolio inflows

Written on June 26, 2026 at 11:38 pm, by

May exports grew 10.6%, missing forecasts; baht steadied on inflows, but weak fundamentals risk renewed USD/THB rise.

Sterling recovers as softer dollar and Fed repricing lift GBP/USD, while BoE cut bets weigh

Written on June 26, 2026 at 11:37 pm, by

Sterling claws higher as dollar eases, but policy divergence keeps GBP pressured; options favor downside, GBP/JPY steadier.

US oil rig count rises to 440, hinting at future supply growth and capped crude upside

Written on June 26, 2026 at 11:08 pm, by

US oil rig count rises to 440, signaling producer confidence, future supply growth, and potential crude price cap.

Ringgit rises as Bank Negara revives repatriation push, but strong dollar caps gains

Written on June 26, 2026 at 11:07 pm, by

Ringgit rises 0.4% as BNM revives repatriation push; USD strength and Fed stance keep gains capped.

Dow tops 52,000 as defensive sectors lead, tech slips on hawkish Fed and Hormuz risks

Written on June 26, 2026 at 10:38 pm, by

Dow nears 52,000 as defensive sectors lead; tech weakens amid hawkish Fed, rising volatility, Hormuz tensions.

Kashkari Flags Service Inflation Risk as Fed Weighs 2026 Rate Rise and Drops Forward Guidance

Written on June 26, 2026 at 10:37 pm, by

Kashkari warns sticky services inflation, sees modest labor improvement, backs FOMC reset; predicts one 2026 hike.

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