Copper

5 August 2026
Canada trade surplus hits four-year high as record exports rise on gold and copper demand

Canada’s trade surplus hit C$3.86B as exports reached record C$77.5B, boosted by gold, copper.

4 August 2026
Holmes flags gold ‘fear and love’ trades as debt, yen carry unwind and AI metals demand rise

Holmes says Asia’s “love trade,” global debt, yen carry unwinds, and AI capex could drive gold, silver.

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.

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
China’s Caixin Manufacturing PMI Misses Forecast, Growth Momentum Cools and Fuels Risk-Off Positioning

China’s Caixin PMI slips to 50.9, missing forecasts, dampening growth sentiment and prompting defensive derivative positioning.

31 July 2026
Fed pause spurs semiconductor rebound, lifts Nasdaq as FTSE 100 hits record on banks and miners

Global stocks climbed as semiconductor buying lifted Nasdaq; Fed pause weakened dollar, boosting commodities and FTSE.

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.

25 July 2026
Firm US dollar holds above 101.21 as palladium breaks down and copper tests support

Dollar breaks above 101.21; palladium weakens below channel toward 1180; copper nears 632 breakdown, await closes.

23 July 2026
Standard Chartered sees July Politburo prioritising fiscal execution over fresh stimulus, with monetary policy ancillary

Economists expect July Politburo to prioritize executing existing fiscal plans, with limited new stimulus and targeted infrastructure.

18 July 2026
China’s Property Downturn Enters Fifth Year as Tier-1 Markets Stabilise While Lower-Tier Slump Persists

China’s five-year property slump lingers; construction weakens, commodities pressured, yuan softens, while green-tech and Tier-1 diverge.

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