Monthly Archives: August 2026
S&P Global US Manufacturing PMI Ticks Higher in July, Bolstering Dollar and Pressuring Treasuries
Written on August 3, 2026 at 5:24 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 4:55 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 4:54 pm, by josephine
BNY expects RBI to hold 5.25% repo; sticky inflation, slowing growth pressure rupee; prefer duration, carry trades.
Singapore factory PMI edges up to 51.4, signalling steady expansion and underpinning SGD optimism
Written on August 3, 2026 at 4:25 pm, by josephine
Singapore manufacturing PMI edges up to 51.4 in July, signaling modest expansion and supportive backdrop for SGD.
Brazil Manufacturing PMI Slumps Into Contraction, Raising Pressure on Real, Equities and Rate Expectations
Written on August 3, 2026 at 4:24 pm, by josephine
Brazil’s PMI sank to 47.5 in July, signalling contraction, pressuring BRL and equities, boosting volatility.
Dollar Slips into August as Fed Guidance Pullback, US-Japan Intervention Weighs on Greenback
Written on August 3, 2026 at 3:54 pm, by josephine
Dollar weakens entering August as Fed eases guidance, intervention hits USD/JPY; traders favor bearish options, steepeners.
USD/JPY steadies as US-Japan yen buying fuels intervention talk, with $95bn deployed last week
Written on August 3, 2026 at 3:26 pm, by josephine
USD/JPY steadied near 156.80 after sharp drop; $95B US-Japan yen-buying sparked volatility, boosting intervention fears.
BoJ and Fed uncertainty fuels dollar/yen intervention debate as Japan trims US Treasury holdings
Written on August 3, 2026 at 3:24 pm, by josephine
BoJ uncertainty, Japan Treasury sales, and Fed inflation risks drive USD/JPY, yields, and volatility options strategies.
ING flags rare US–Japan yen intervention via Fed and FIMA repo, aiming to cap USD/JPY near 160
Written on August 3, 2026 at 2:54 pm, by josephine
ING says rare US–Japan joint intervention capped USD/JPY near 160, using FIMA, but policy divergence persists.
Brent Slips as Hormuz Risks Persist, While Traders Target Weekly Oil and Risk-Asset Swings
Written on August 3, 2026 at 2:26 pm, by josephine
Hormuz tensions drive oil volatility; paused strikes ease Brent, but recurring weekly flare-ups lift crude, pressure equities.
