Asia

21 July 2026
Brent Jumps 12% as US-Iran Tensions Lift Risk Premium and Tighten Refining Margins

Brent jumped 12% on US-Iran tensions; Hormuz crude flows rose, crack spreads widened; traders favor options.

17 July 2026
Positioning Unwind Fuels AI and Chip Stock Rout as Profit Expectations Shift

Positioning unwind sparks AI and chip sell-off as crowded bets exit, while DeepSeek pressures margins globally.

16 July 2026
Asian shares slide on chip rout as US-Iran tensions lift oil; Bank of Korea hikes rates

Asian stocks slid on semiconductor sell-off and US-Iran tensions; oil surged, boosting inflation fears and volatility.

10 July 2026
Singapore Dollar Front-End Rates Face Upward Pressure as USD-SGD Spread Widens, MAS Looms

Shorter-dated SGD rates may rise as wide USD-SGD spreads, strong dollar, and steady Fed expectations persist.

10 July 2026
DBS Flags Tactical Duration Opportunity in Indian Gilts as Geopolitics Lifts Asia Yields

Geopolitical jitters lifted Asian yields; DBS sees India’s sell-off as macro overreaction, favoring 10-year duration entry.

9 July 2026
Taiwan Dollar Stays Under Pressure as USD Demand Rises, Central Bank Acts to Curb Slide

USD/TWD above 32 on dividend and outflow-driven dollar demand; central bank actions may cap, allow snapback.

9 July 2026
Asian currencies slide after June Fed meeting as domestic policy divergences drive rupiah, ringgit, baht and peso moves

Asian currencies weaken on firm dollar/yields; Fed hikes loom. Diverging FX outlook turns on domestic fundamentals, policy.

8 July 2026
Institutional Outflows Deepen South Korea Tech Rout as Taiwan Selling Stays More Measured

Institutions dump South Korean equities amid AI-chip selloff; retail buys, Taiwan steadier; inflows favor India, Denmark, Hungary.

7 July 2026
WTI edges up after Hormuz attacks, but Saudi cuts and OPEC+ output rise cap prices

WTI rose to $69.20 on Hormuz tensions, but oversupply, OPEC+ increases, and Saudi cuts pressure prices.

7 July 2026
USD/SGD Slide Loses Steam as UOB Flags Near-Term Range Trading Between 1.2890 and 1.2990

UOB says USD/SGD’s selloff has faded, expecting 1.2890–1.2990 range trading as downside momentum wanes, near-term.

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