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Monthly Archives: September 2026

Commercial hedgers flag potential natural gas rebound as yen and copper positioning hits extremes

Written on September 13, 2026 at 8:32 pm, by

Commercial COT extremes flag natural gas potential reversal, yen overcrowding, copper dip-buying, and WTI momentum amid shifts.

Yen positioning swing flags near-term downside risk as copper and soybeans hit bearish extremes

Written on September 13, 2026 at 8:31 pm, by

COT data flags yen downside, copper and soybeans bearish extremes, while natural gas remains historically bullish.

Fed faces September rate hike dilemma as $40tn debt burden points to eventual easing

Written on September 13, 2026 at 7:31 pm, by

Markets weigh September Fed hike odds amid $40T debt Catch-22, expecting brief tightening then easing, boosting metals.

Spain Faces Mounting Pressure Over Gold Vaulting as Central Banks Shift Bullion Closer to Home

Written on September 13, 2026 at 7:30 pm, by

Spain faces renewed debate over gold storage as central banks repatriate bullion, tightening liquidity and boosting volatility.

USD/SGD Rebound Lifts Near-Term Bias, but Resistance at 1.2705 Expected to Cap Upside

Written on September 12, 2026 at 11:31 am, by

USD/SGD rebound boosts short-term upside; resistance at 1.2695–1.2705 caps gains, support at 1.2640 holds.

USD/CHF rallies after US inflation data lifts Fed hike bets, targets 0.8200 and above

Written on September 12, 2026 at 11:30 am, by

USD/CHF jumped 0.40% after hot US inflation boosted Fed hike odds, eyeing 0.8200+ resistance.

DBS sees Taiwan central bank holding rates in September, signalling December hike to 2.125%

Written on September 12, 2026 at 10:31 am, by

DBS expects Taiwan’s central bank to hold at 2.00% September 17, then hike to 2.125% December.

WTI slips towards $97 as Gulf seeks Strait of Hormuz shipping deal amid tight oil stocks

Written on September 12, 2026 at 10:30 am, by

WTI dips to $97 on Hormuz talks, but tight inventories and inflation support bullish, volatile outlook.

Markets Eye Fed Hike as BoJ Tightens, BoE Holds and Emerging Markets Diverge

Written on September 12, 2026 at 9:31 am, by

Markets brace for Fed hike; demand resilient, housing weak; BoJ hikes, BoE pauses; options target FX, equities.

US budget deficit narrows to $166.8bn in August, easing Treasury supply concerns

Written on September 12, 2026 at 9:30 am, by

US August budget deficit hit $166.8bn, far below $404bn forecast, supporting Treasuries, equities, and dollar bullish trades.

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