Commodities

4 August 2026
Brent Crude Stabilises After Sharp Decline

Brent crude steadies after a sharp decline as markets weigh US-Iran developments, Strait of Hormuz risks, OPEC+ output plans and global supply conditions.

4 August 2026
China’s mBridge CBDC network challenges SWIFT with cheaper cross-border settlement alongside CIPS

China readies mBridge CBDC platform, backed by four central banks, cutting SWIFT costs and boosting de-dollarized cross-border settlement.

4 August 2026
Oil rally on Middle East headlines masks institutional selling as liquidity indicators flag downside risk

Oil’s Mideast rally masks institutional selling; liquidity diverges as retail buys, favoring shorts and VWAP reversion.

4 August 2026
WTI tumbles as US-Iran tensions ease and OPEC+ sets September output increase

WTI slid near $78.45 as Iran-US tensions eased; OPEC+ boosts output, volatility rises, options strategies shift.

4 August 2026
China PMI slips back into contraction as inflation cools, fuelling bets on PBoC easing

China’s July data weakened: PMIs sank, inflation cooled, PBoC easing looms; traders eye weaker yuan, shorts.

4 August 2026
S&P Global US Manufacturing PMI Ticks Higher in July, Bolstering Dollar and Pressuring Treasuries

US Manufacturing PMI rose to 53.9 in July, signaling expansion; traders favor defensive bonds, bullish equities, USD, commodities.

3 August 2026
China RatingDog factory PMI cools in July, missing forecasts as Australian dollar holds steady

China’s July RatingDog PMI dipped to 50.9, missing forecasts; AUD steady at 0.7035 amid slowdown.

3 August 2026
Drone Attack on Egypt Port Raises Suez Corridor Risk as Oil and Equities Whipsaw

Drone strike ignites ships at Egypt port, raising Suez risk; oil whipsaws, prompting hedges across markets.

3 August 2026
COT Data Flags Record Dollar Longs as Euro Turns Bullish; Crude Softens and Wheat Shorts Crowd

COT report shows extreme dollar longs, euro bullish extremes, crude turns bearish, natural gas bullish, KC wheat crowded.

1 August 2026
CFTC Data Show Speculators Lift Oil Net-Long Positions to 120.1k Contracts

CFTC data show speculators increased oil net-long positions to 120.1k, signaling stronger bullish exposure and momentum.

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