Monthly Archives: August 2026
USD/THB Susut Perlahan Apabila Bank of Thailand Kekalkan Kadar Faedah, Commerzbank Jangka Julat 32.50–33.00
Written on August 28, 2026 at 2:20 am, by josephine
Baht mengukuh: USD/THB turun 33.90 ke 32.70, disokong dolar lemah. BoT kekal kadar 1.00% (undi 7–0). Jangkaan julat 32.50–33.00; strategi opsyen jual premium, lindung nilai pengimport/pengeksport.
Dolar menghampiri paras terendah setahun berbanding won ketika Bank Korea meredakan panduan selepas kenaikan kadar
Written on August 28, 2026 at 1:21 am, by josephine
Won berpotensi mengukuh: BoK naikkan kadar ke 3.00% namun lebih bergantung data; swap isyarat 3.50–3.75%. Lebihan akaun semasa dan kemasukan WGBI November pacu aliran masuk bon; strategi: short USD/KRW.
USD/CNH Naik Sedikit Susulan Lantunan Semula Dolar, Namun Risiko Sekatan dan Penetapan Harian PBoC Mengehadkan Kenaikan
Written on August 28, 2026 at 1:19 am, by josephine
USD/CNH naik sederhana, namun terkawal sekitar 6.7225 ketika dolar AS dan hasil UST mengukuh. RSI pulih dari oversold, fokus rintangan 6.7410–6.75, sokongan 6.70–6.72; risiko Iran-sekatan boleh mencetus volatiliti.
Indeks Dolar Berlegar Hampir 99 Menjelang Ucapan Utama Powell dan Data AS, di Tengah Perubahan Hasil Bon
Written on August 28, 2026 at 12:21 am, by josephine
DXY mendatar di atas 99, masih 2.6% di bawah puncak Jun dan di bawah EMA 50 hari. Pasaran abaikan nada hawkish Jackson Hole; fokus ucaptama Pengerusi Fed serta data utama Jumaat.
Emas kekal di atas AS$4,600 ketika pasaran menanti ucapan Warsh di Jackson Hole dan petunjuk dasar Fed
Written on August 28, 2026 at 12:20 am, by josephine
Emas bertahan di atas $4,600 meski data buruh AS mengukuh; defisit dagangan melebar, DXY stabil. Pasaran menanti Warsh di Jackson Hole, volatiliti meningkat; strategi opsyen neutral menaik disaran.
Indeks dolar menguji paras 99 apabila hasil bon kekal kukuh; pasaran menanti semakan semula data guna tenaga dan ucapan Fed oleh Warsh
Written on August 27, 2026 at 11:19 pm, by josephine
DXY mengukuh, menembusi 99.00 disokong hasil Perbendaharaan AS dan risiko geopolitik. Fokus Jumaat: semakan NFP, Sentimen Michigan, ucapan Fed Warsh. G10 bercampur; WTI >$83, emas melemah.
Perbendaharaan AS menggandakan pembelian balik bon jangka panjang, meredakan hasil buat seketika ketika dolar susut dan emas melonjak
Written on August 27, 2026 at 10:21 pm, by josephine
Bon 30 tahun AS digegarkan: Perbendaharaan gandakan buyback ke AS$4b, swap matang dibiayai bil/tunai. Hasil & dolar turun, emas melonjak. Risiko rollover meningkat menjelang Fed 16 Sept, volatiliti memuncak.
Pendapatan Nvidia Cetuskan Lonjakan Nasdaq 100 ketika FTSE Merosot dan Pound Sterling Melemah Menjelang Jackson Hole
Written on August 27, 2026 at 10:19 pm, by josephine
Pendapatan Nvidia menyalakan semula rali AI, mengangkat Nasdaq 100 hampir rekod; namun risiko Jackson Hole menekan selera risiko. FTSE 100 dan CAC40 lemah. Dolar mengukuh, cadangan: call Nasdaq, short/put FTSE, put GBPUSD.
Dow naik sedikit apabila Salesforce dan Nvidia melonjak; Jackson Hole dan risiko tarif cip menghantui
Written on August 27, 2026 at 9:21 pm, by josephine
Dow Jones hampir 53,600 naik 0.29%, namun rintangan 53,700 mengekang lonjakan Salesforce dan Nvidia. Data buruh kukuh, Jackson Hole kekal hawkish. Strategi: put defensif, straddle volatiliti, lindung nilai AI serta spread Nasdaq-Dow.
Pound Sterling Menjunam apabila Data AS Kukuh dan Retorik Fed Mengangkat Dolar Menjelang Jackson Hole
Written on August 27, 2026 at 9:20 pm, by josephine
Pound susut hari kedua, GBP/USD 1.3588 apabila data AS kukuh dan nada hawkish Fed jelang Jackson Hole mengangkat Dolar. Paras sokongan 1.3488 dipantau; strategi put/straddle disaran.
