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4

Aug 2026
Holmes flags gold ‘fear and love’ trades as debt, yen carry unwind and AI metals demand rise

Holmes says Asia’s “love trade,” global debt, yen carry unwinds, and AI capex could drive gold, silver.

4

Aug 2026
China’s mBridge CBDC network challenges SWIFT with cheaper cross-border settlement alongside CIPS

China readies mBridge CBDC platform, backed by four central banks, cutting SWIFT costs and boosting de-dollarized cross-border settlement.

4

Aug 2026
Argentina’s July Tax Take Rises to 22 Trillion Pesos, Accelerating from June Levels

Argentina’s July tax revenue jumped to 22T pesos from 20.017T, supporting bullish bonds, peso, equities.

4

Aug 2026
Mexican Peso Gains as Q2 GDP Rebounds and Traders Eye Banxico Hold, US Data Risks

Mexican peso gains as risk appetite lifts carry trades; Q2 GDP rebounds; Banxico likely holds rates; USD/MXN pressured.

4

Aug 2026
Dollar Trendline Break and Central Bank Buying Refocus Markets on Gold and Silver at $4,000

Dollar break, central-bank buying, and tech-to-metals rotation could set up August breakout in gold, silver.

4

Aug 2026
US shares open August higher as tech rallies lift Nasdaq and S&P 500 on earnings strength

US stocks rose sharply in August, led by tech as strong earnings and cheaper valuations boosted sentiment.

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