China

31 July 2026
AUD/USD steadies near 0.7030 as softer US dollar offsets weak China PMI and fading RBA hike odds

AUD/USD holds near 0.7030; softer USD supports, but weak China PMI and cooling Australia inflation cap gains.

31 July 2026
Asian shares track Wall Street tech rally, Korea soars, BoJ holds, China PMIs slip

Asian stocks surged on AI-led chip rally; Korea jumped, Japan steady, China PMIs weak, recommend option hedges.

31 July 2026
NZD/USD dips near 0.5870 as China PMI weakens and hawkish Fed lifts dollar

NZD/USD slips near 0.5870 as weak China PMIs and hawkish Fed boost USD, pressuring kiwi.

31 July 2026
Estimates Suggest China’s Hidden Gold Buying Narrows US Reserve Gap as Hong Kong Builds Clearing Hub

Covert Chinese gold buying may narrow US reserve gap, boosting prices as clearing shifts eastward fast.

31 July 2026
Doubts over US gold audit and surging China buying fuel bullish price forecasts for bullion

US gold reserves face audit doubts as China’s hidden buying grows, boosting bullish long-dated options strategies.

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.

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