Monthly Archives: July 2026
USD/CAD melonjak semula ketika data KDNK AS dan PCE dinanti, minyak meningkat susulan ketegangan Timur Tengah
Written on July 30, 2026 at 11:00 am, by josephine
USD/CAD melantun ke 1.4060 selepas jatuh ke 1.4020—tumpuan kini pada KDNK awal AS dan PCE. Ketegangan AS-Iran dorong Brent AS$93, tetapi CAD lemah dek BoC dovish. Ditambah risiko perang perdagangan.
Minyak Mentah Brent Jatuh di Bawah AS$90 Susulan Penilaian Semula Risiko di Timur Tengah
Written on July 30, 2026 at 10:37 am, by josephine
Kejutan minyak reda? Brent jatuh bawah AS$90 selepas lonjakan 7% dipacu ketegangan AS-Iran, apabila risiko gangguan bekalan dinilai semula. Fokus kini Selat Hormuz, stok AS susut, serta halatuju OPEC+.
Fed kekalkan kadar faedah ketika Warsh mengaburi prospek, melengkungkan lebih curam lengkung hasil Perbendaharaan dan melemahkan dolar di tengah-tengah keraguan terhadap kredibiliti
Written on July 30, 2026 at 10:31 am, by josephine
Fed kekal kadar, tetapi ucapan Warsh kabur cetus jualan bon hujung panjang, keluk hasil curam dan dolar melemah. Spread 2s10s melonjak; risiko politik naik. Pedagang disaran short DXY, bear-steepener, dan beli call emas.
Bank of England dijangka kekalkan kadar faedah pada 3.75% ketika pound sterling uji paras terendah empat minggu di tengah ketidaktentuan dasar
Written on July 30, 2026 at 10:30 am, by josephine
Tumpuan Super Thursday: BoE dijangka kekal 3.75% dengan undian 7-2, namun swap harga 75bp pengetatan. GBP/USD hampir 1.3300; strategi: opsyen SONIA, straddle dan bear put spread.
Euro bertahan hampir 1.1450 apabila KDNK Zon Euro mengatasi unjuran, namun ketegangan di Timur Tengah mengehadkan kenaikan
Written on July 30, 2026 at 10:00 am, by josephine
Euro hampir puncak enam minggu, disokong data KDNK Zon Euro dan Jerman mengatasi jangkaan serta sentimen bertambah baik. Namun minyak melonjak, FOMC kekal, geopolitik hadkan kenaikan; strategi opsyen bullish berhemah.
Bank of England Dijangka Kekalkan Kadar Faedah Ketika Harga Tenaga Meningkat dan FTSE Hampiri 11,000
Written on July 30, 2026 at 9:31 am, by josephine
BoE dijangka kekal “active hold” 7-2 hari ini, namun unjuran CPI dan risiko tenaga melonjak jadi taruhan. Strategi: long SONIA jangka pendek, bullish FTSE 100 ke 11,000, hedging Brent/gas.
Lonjakan CPI Hesse Cetus Semula Pertaruhan Nada Garang ECB, Tekan Bund dan Tingkatkan Permintaan Opsyen Panggilan Euro
Written on July 30, 2026 at 9:30 am, by josephine
CPI Hesse Julai melonjak 0.7% m/m daripada -0.2%, isyarat inflasi Jerman lebih “melekat”. Risiko bacaan nasional lebih tinggi, ECB berpotensi hawkish: short Bund/Schatz, long call EURUSD, beli put DAX.
Dividend Adjustment Notice – Jul 30 ,2026
Written on July 30, 2026 at 9:05 am, by anakin
Dear Client, Please note that the dividends of the following products will be adjusted accordingly. Index dividends will be executed separately through a balance statement directly to your trading account, and the comment will be in the following format “Div & Product Name & Net Volume”. Please refer to the table below for more details: Continue Reading
Pertumbuhan KDNK Jerman diselaraskan mengikut hari bekerja meningkat kepada 0.9%, menambah tekanan terhadap prospek pemotongan kadar faedah ECB
Written on July 30, 2026 at 9:01 am, by josephine
KDNK Jerman WDA melonjak 0.9% y/y pada 2Q (1Q: 0.5%), menandakan pemulihan lebih kukuh. Ini boleh kekang pemotongan ECB, dorong hasil Bund naik; euro mengukuh, DAX perlu lindung nilai.
Pertumbuhan KDNK Jerman Suku Kedua Mengatasi Jangkaan, Tumpuan Beralih kepada Pelan Pemotongan Kadar ECB dan Hasil Bund
Written on July 30, 2026 at 9:00 am, by josephine
KDNK Jerman 2Q melonjak 0.9% YoY, atasi jangkaan 0.6%—isyarat pemulihan pantas. Ini boleh melengah pemotongan kadar ECB, mengukuh Euro, menaikkan hasil Bund, dan mencetus volatiliti DAX.
