China

13 June 2026
AUD Speculators Trim Longs as Rate-Cut Bets and China Demand Concerns Weigh on Aussie

CFTC data show AUD net longs halved to 18.2K, signaling fading bullish bets and potential AUD/USD weakness ahead.

13 June 2026
China’s soft inflation and trade surplus underpin managed yuan stability as capital controls tighten

Soft CPI, rising PPI and export-driven surplus keep yuan stable, as Beijing caps gains via controls.

12 June 2026
China’s oil reserve drawdowns underpin yuan stability as USD/CNY holds near 6.78 amid inflation divide

USD/CNY stayed near 6.78 as China used oil reserves, stabilizing yuan amid inflation divergence and volatility.

12 June 2026
China May data show steady factory output but weakening demand as PMI new orders slip into contraction

China’s May data showed steady factory output but weakening demand, as PMI and new orders slipped.

12 June 2026
UOB stays neutral on USD/CNH, eyes near-term range as medium-term bias drifts lower

UOB stays neutral on USD/CNH, expecting range-bound consolidation near-term, with a modest bias to drift lower.

12 June 2026
China’s producer price rebound lifts import costs, while weak demand keeps export disinflation intact

China exits deflation as import-driven PPI rises; upstream metals, oil, AI chips lead, consumers stay muted.

12 June 2026
Oil prices dip after US–Iran scare as low inventories and Rystad warn of $150 risk

Oil prices swung on US–Iran tensions; low inventories, strong demand keep markets vulnerable to spikes.

12 June 2026
ING: China import slump and US inventory-led exports temper oil, but SPR end may tighten market

ING warns oil price softness is temporary: China imports down, US exports draw inventories; SPR releases ending tighten.

11 June 2026
PBoC sets weaker yuan fixing, fuelling bets on higher USD/CNY amid China slowdown and US rate gap

PBoC set weaker yuan fixing, signaling tolerance for depreciation; policy divergence supports higher USD/CNY, prompting option positioning.

11 June 2026
AUD/USD Slips Below 0.7000 as China Margin Squeeze Curtails Commodity Support, Geopolitics Weighs

AUD/USD slips below 0.7000 as China margin squeeze, weak demand and Fed yield edge outweigh commodities, RBA hawkishness.

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