China

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.

21 July 2026
AUD/USD Holds Near 0.7000 as Yields Firm, Middle East Tensions Rise and ADP Data Looms

AUD/USD steadies near 0.7000 as yields, geopolitics, and US jobs data drive volatility; traders hedge.

21 July 2026
S&P 500 slips as AI doubts hit tech leaders, rotation broadens ahead of key earnings

S&P 500 slips as AI-spending doubts spark tech selloff; investors rotate broader, hedge with options amid earnings.

20 July 2026
Moonshot’s Kimi K3 launch intensifies AI trade pressure as capex surges and volatility strategies gain favour

Moonshot’s Kimi K3 undercuts US AI moats as capex surges; markets favor long volatility, hedges.

20 July 2026
NZD/USD slides towards 0.5840 as China rates hold, Kiwi trade surplus narrows, dollar bids on Iran tensions

NZD/USD slides near 0.5840 as China holds rates, NZ surplus shrinks, and US-Iran tensions boost dollar.

20 July 2026
PBoC Fixes USD/CNY Weaker Than Estimates as Yield Gap Fuels Bearish Yuan Bets

PBoC fixed USD/CNY at 6.7948, above estimates, signaling softer yuan; traders expect volatility, favor USD/CNH options.

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