China

24 July 2026
PBoC Sets Yuan Fixing Weaker Than Forecast, Signalling Greater Tolerance for Renminbi Softness

PBoC fixed USD/CNY at 6.7939 above expectations, signaling weaker yuan tolerance; traders brace for CNH volatility.

24 July 2026
Chinese banks curb retail paper gold trading, raising questions over price discovery and physical premiums

Chinese banks halt retail paper gold trading, tightening Asian liquidity and intensifying divergence between Western derivatives and physical prices.

23 July 2026
Standard Chartered sees July Politburo prioritising fiscal execution over fresh stimulus, with monetary policy ancillary

Economists expect July Politburo to prioritize executing existing fiscal plans, with limited new stimulus and targeted infrastructure.

22 July 2026
Gold rebounds as semiconductor unwind and central-bank demand lift bullion towards 200-day moving average resistance

Gold rebounds as semiconductor flows unwind; central banks underpin demand, but breakout awaits 200-day resistance test.

22 July 2026
MUFG Warns Tariff Shift May Lift FX Volatility, With USD/Asia Seen Most Vulnerable

MUFG warns Section 122 expiry may revive tariff uncertainty via Section 301, boosting FX volatility, especially USD/Asia.

22 July 2026
PBoC Sets Weaker Yuan Fix Above Reuters Estimate, Lifting USD/CNY Upside Risks

PBoC set USD/CNY fix at 6.7933, weaker than expected, signalling yuan softness; traders eye USD/CNY calls.

22 July 2026
USD/CNH drifts lower, downside bias holds as support at 6.7600 stays intact

USD/CNH falls to 6.7700, downside bias persists; support 6.7600 holds, resistance 6.7820 caps further moves.

22 July 2026
China mobilises regulators and state funds to steady A-shares as derivatives traders eye volatility fade

China steadies A-shares with state buying; traders sell OTM puts, use call spreads, calendar spreads.

21 July 2026
PBOC Fixing Anchors USD/CNH Range as Softer US Inflation Checks Dollar Strength

OCBC: USD/CNH rangebound, PBoC fixing anchors moves; mild bearish momentum fades; derivatives favor premium-selling in low volatility.

21 July 2026
Deutsche Bank Warns Cheaper Chinese Open-Weight AI Could Undermine US Capex Returns, Hit Chip Shares

Deutsche Bank warns cheaper Chinese open-weight AI narrows US lead, pressuring chip stocks, capex returns.

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