China

7 July 2026
CFTC Data Show Speculators Cut Crude Net Longs as China Demand Fears and Dollar Strength Weigh

CFTC data shows oil net longs fell to 110.5k; weakening demand, inventory builds, and strong dollar pressure prices.

7 July 2026
BNY flags under-owned China assets as option markets price potential stimulus-driven rebound

Chinese equities and yuan remain under-owned; stabilising data or credible stimulus could trigger modest exposure rebuild.

7 July 2026
Crude war premium fades as OPEC+ raises output and US supply surges, pressuring prices lower

War premium evaporates as supply rises; WTI $68.50, Brent $72; contango signals oversupply, bearish outlook.

7 July 2026
USD/CNH Stays Range-Bound as Dollar Momentum Fades, Traders Eye 6.8430 Breakout Level

USD/CNH momentum softens; pair stays range-bound. Expect 6.7750–6.8080 oscillation; break above 6.8430 shifts outlook.

6 July 2026
Brent slides after weekly gain as OPEC+ adds supply and Iran eyes Hormuz transit fees

Brent’s weekly rise fades as OPEC+ boosts supply, while Hormuz fees and strikes fuel volatility, pricing fragmentation.

6 July 2026
PBoC Sets Weaker-Than-Expected Yuan Fix, Fueling Bets on Further USD/CNY Gains

PBoC set USD/CNY fix at 6.8066, above estimates, signaling tolerance for yuan weakness amid slowing growth.

6 July 2026
AUD/USD dips near 0.6930 as TD-MI softens; RBA hawkish minutes clash with US jobs miss

AUD/USD dips near 0.6930 on weak inflation; hawkish RBA, soft US jobs support upside strategy.

4 July 2026
UOB Keeps USD/CNH Neutral, Sees Range Trading Persist as Downside Momentum Edges Higher

UOB sees USD/CNH downside momentum rising, but expects range trading; 24-hour band lowered; medium-term neutral maintained.

4 July 2026
China’s firmer PMI, yuan strength ease PBoC easing bets as yields edge higher

China PMIs improved, easing PBoC easing pressure; yuan strengthened as dollar weakened, yields rose, AI exports outperformed.

4 July 2026
NZD/USD Edges Higher as Soft US Payrolls and China Services Data Lift Kiwi

NZD/USD rises near 0.5710 as weak US jobs, Fed pause odds and steady China services support Kiwi.

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