Monthly Archives: August 2026
Bank pusat Asia berpecah haluan: Thailand dijangka kekal, Korea dan Filipina diramal naikkan kadar faedah
Written on August 25, 2026 at 4:21 am, by josephine
Peluang FX Asia: BoT kekal 1.00% berisiko real yield negatif, baht tercicir; BOK dijangka naik 25bps ke 3.00% disokong pertumbuhan dan inflasi; BSP mungkin naik 25bps ke 5.00% untuk stabilkan peso.
Peso Mexico melemah apabila inflasi mengukuh, pertumbuhan tidak mencapai jangkaan dan sekatan AS ke atas Iran mengangkat USD/MXN
Written on August 25, 2026 at 4:20 am, by josephine
Peso Mexico susut ke 16.96—adakah gelombang risk-off baharu bermula? Inflasi naik, KDNK meleset, sekatan AS terhadap Iran dan isu tarif tambah tekanan; pedagang bersiap volatiliti, rintangan 17.33–17.37.
Strategy membina kumpulan kecairan AS$6.7 bilion apabila pembelian Bitcoin berhenti sementara di tengah-tengah aliran masuk ETF
Written on August 25, 2026 at 3:21 am, by josephine
MicroStrategy raih AS$2.01 bilion, namun ‘pause’ beli Bitcoin, kekal 840,447 BTC sambil bina kecairan USD AS$6.69 bilion. BTC melonjak 20%, ETF masuk AS$1.92 bilion; tumpuan kini PCE/Jackson Hole & risiko MSCI.
Dolar stabil ketika aliran “risk-off” meningkat menjelang PCE, Jackson Hole dan sekatan terhadap Iran
Written on August 25, 2026 at 3:19 am, by josephine
Dolar AS mengukuh tipis jelang PCE, Jackson Hole dan risiko Iran, namun trend DXY kekal menurun. Rali dijangka terhad sekitar 100; pedagang derivatif disaran guna call pendek, risk-reversal dan put lindung nilai.
SA40 Final Trading Date and Trading Arrangement Update – Aug 25 ,2026
Written on August 25, 2026 at 2:56 am, by anakin
Dear Client, Please be advised that the current Liquidity Provider (LP) for Index SA40 will no longer provide pricing. After the final trading date, please be aware of the following: 1.SA40 will have its final trading date on August 31 (Monday). After this date, no price quotes will be available and trading will no longer Continue Reading
Harga Saham Cameco: Panduan Saham CCJ, Pemacu & Ramalan
Written on August 25, 2026 at 2:37 am, by josephine
Saham Cameco (CCJ/CCO) jadi tumpuan ketika bull market uranium hingga 2026: harga ~AS$99, P/E 168, pulangan 5 tahun +380%. 95% penganalisis “Beli”, risiko pembetulan kekal tinggi.
Defisit AS pada Julai mencecah AS$432 bilion apabila langkah “Treasury twist” menggabungkan pembelian balik bon jangka panjang dengan penerbitan bil Perbendaharaan yang lebih besar
Written on August 25, 2026 at 2:19 am, by josephine
Defisit Julai AS mencecah AS$432.3b, melonjakkan FY2026 kepada AS$1.8t. Pembiayaan jangka pendek dan “Treasury Twist” baharu meningkatkan risiko kadar. Kos faedah hampir AS$1.2t setahun; Fed semakin terhimpit.
UOB kekal berhati-hati terhadap USD/SGD, beri amaran dagangan julat serta kecenderungan menurun di bawah 1.2750
Written on August 25, 2026 at 1:19 am, by josephine
USD/SGD tegang di bawah 1.2700: UOB jangka dagangan mendatar 1.2680–1.2715 dalam 24 jam. Namun bias menurun kekal 1–3 minggu, sasaran 1.2670; rintangan 1.2750 hadkan lantunan, terlebih jual reda tekanan.
Emas cecah paras tertinggi tiga bulan susulan sekatan ke atas Iran dorong pembelian aset selamat dan aliran masuk ETF
Written on August 25, 2026 at 12:21 am, by josephine
Emas melonjak ke tertinggi tiga bulan susulan sekatan AS ke atas entiti Iran, disokong hasil bon lebih rendah dan kemasukan ETF $6.4b. XAU/USD uji $4,600; rintangan $4,700–$4,764. Pedagang tunggu data AS, Jackson Hole.
USD/CHF Meningkat Sedikit apabila Ketegangan AS-Iran dan Tumpuan kepada Data Fed Menyokong Kestabilan Dolar
Written on August 25, 2026 at 12:20 am, by josephine
USD/CHF naik 0.20% ke 0.8026 apabila Greenback stabil disokong pembelian balik bon AS dan ketegangan Iran. Namun risiko fiskal AS hadkan kenaikan; tumpuan PCE/Jackson Hole, SNB isyarat kadar negatif. Strategi: call minyak, long straddle USD/CHF, lindung nilai dolar.
