Monthly Archives: April 2026
Amid the AI boom, memory and storage shares soar, with two leading firms worth tracking closely
Written on April 26, 2026 at 11:51 pm, by josephine
AI demand boosts Micron and Seagate: HBM memory and HDD storage capacity sold out through 2026.
American stock indices hover near records despite Middle East tensions, while speculators dismiss looming recession warnings
Written on April 26, 2026 at 8:21 pm, by josephine
US stocks near records; Buffett indicator above 220% and Shiller PE near 40 signal overvaluation risks.
OCBC strategists see USD/SGD edging higher, as Hormuz tensions curb risk appetite and lift import costs
Written on April 25, 2026 at 5:54 am, by josephine
OCBC sees modest USD/SGD upside as Hormuz tensions lift dollar, pressures costs; inflation may approach 2%.
Commerzbank says BSP lifted the policy rate 25bp to 4.50%, beginning tightening to anchor inflation expectations
Written on April 25, 2026 at 5:51 am, by josephine
BSP hiked reverse repo 25bp to 4.50% to anchor inflation, signalling new tightening cycle amid rising CPI.
OCBC strategists say USD/TWD’s rebound may fade, as dollar strength and risk aversion persist amid US-Iran stalemate
Written on April 25, 2026 at 5:27 am, by josephine
OCBC sees USD/TWD rebounding on dollar strength and risk aversion, but prefers selling rallies amid Taiwan inflows.
DBS economist Samuel Tse ties CNY curve steepening to US-Iran ceasefire and resilient Chinese Q1 growth
Written on April 25, 2026 at 5:24 am, by josephine
CNY rates steepened as ceasefire and strong Q1 growth lifted sentiment; bond inflows robust, PBoC cautious.
USD/CHF, after rejection at the 100-day SMA, rose weekly 0.35% to 0.7841, targeting 0.7800
Written on April 25, 2026 at 5:21 am, by josephine
USD/CHF slipped Friday but rose weekly; consolidating 0.7800-0.7900, bearish RSI; key support 0.7800, resistance 0.7900.
MUFGLloyd Chan notes USD/IDR hit new highs, driven by domestic confidence and fiscal uncertainty, beyond dollar strength
Written on April 25, 2026 at 4:22 am, by josephine
USD/IDR hits record 17,300 on domestic confidence, fiscal concerns; rupiah undervalued, overbought; Bank Indonesia may stabilise.
Silver rises modestly after rebounding from $73.95, as renewed Washington–Tehran talks lift equities and metals
Written on April 25, 2026 at 4:20 am, by josephine
Silver gains 0.5% to $75.83, consolidating near key SMAs; RSI bearish, with $75 support and upside resistance.
OCBC strategists say BSP’s 25bp hike to 4.5% backs the peso, though inflation risks persist
Written on April 25, 2026 at 4:02 am, by josephine
BSP hiked rates 25bp to 4.5%, warns more if inflation rises, peso supported; oil risks persist.
