China

31 July 2026
China Politburo Signals Fiscal Push Without Big Stimulus, Boosting China Assets and Yield Risks

July Politburo signaled restrained stimulus; H2 executes faster fiscal spending, boosts growth, supports equities, lifts yields.

31 July 2026
Gold Tops US Treasuries as Central Banks Repatriate Bullion and Eastern Pricing Gains Ground

Gold eclipses Treasuries as reserves shift: central banks repatriate, Hong Kong-SGE link rises, Fort Knox audit looms.

31 July 2026
China Q2 GDP Misses Target, Keeping Renminbi Under Pressure as Exports Cushion Growth

China’s Q2 2026 GDP rose 4.3%, missing target; yuan pressured, commodities soft; range-bound derivatives strategies favored.

29 July 2026
Oil climbs as Houthis weigh Red Sea transit fees and potential China exemption amid Bab el-Mandeb closure

Houthis consider Red Sea transit fees, possibly exempting China; Bab el-Mandeb closure lifts oil, freight volatility.

28 July 2026
PBOC Sets USD/CNY Fix Slightly Higher as Yuan Management Keeps Traders Focused on Volatility

PBOC nudges USD/CNY fix higher, signaling controlled yuan strength; traders eye tighter ranges, volatility strategies, policy shifts.

28 July 2026
Goldman Sees China Gold Buying Far Above Official Figures as $4,900 Bullion Forecast Looms

Goldman suggests China’s hidden gold buying far exceeds official reports, boosting breakout bets via bullish options.

28 July 2026
China Gold Imports Jump to 173 Tonnes in June as Price Pullback Spurs Buying

China’s June gold imports hit 173 tonnes as price pullback boosted buying, lifting wholesale demand.

28 July 2026
Dow holds above 52,000 as oil slides and China lithography reports hit chip shares

Dow steadies near 52,200 as oil drops on US-Iran truce; China lithography news hits chips; Fed data looms.

28 July 2026
AUD/USD Holds Above 200-Day Average as Australia Data Mix Caps Push Through 0.7000

AUD/USD holds above 200-day SMA near 0.6901, consolidating below 0.7000; mixed data, muted momentum persist.

27 July 2026
PBoC sets firmer USD/CNY fix at 6.7911 as policymakers seek to steady renminbi

PBoC set firmer USD/CNY fix at 6.7911, signaling yuan support; traders watch easing, volatility, CNH liquidity.

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