Copper

17 July 2026
US Housing Starts Beat Forecast at 1.427m, Bolstering Yields, Homebuilders and Dollar Trades

June US housing starts jumped to 1.427m, topping forecasts, lifting yields, homebuilders, commodities, and dollar sentiment.

17 July 2026
US housing starts rebound sparks higher-yield bets and lifts homebuilders, dollar and copper trades

June housing starts surged 19%, reversing May’s slump, signaling resilient construction, higher yields, stronger dollar, and homebuilder upside.

10 July 2026
Copper Rally Holds as Fed Signals Take Focus

Key Points Copper traded near $6.30 on the daily Copper CFD chart, extending its recovery from the late-June low near $6.00. The metal was on track for a second straight weekly gain as traders looked past renewed Middle East fighting. …

9 July 2026
China June CPI Falls 0.3%, Reinforcing Deflation Concerns and Raising Bets on Beijing Policy Easing

China CPI fell 0.3% in June, signaling weak demand, deflation risk, bearish commodities/AUD, hedging equities.

9 July 2026
China CPI Miss Fuels Easing Bets, Weakens Yuan Outlook and Spurs Options Trades

China’s June CPI rose 1.0%, missing forecasts, fueling easing bets, yuan weakness, and options strategies.

9 July 2026
TD Securities sees China fiscal stance tightening as debt clean-up caps H2 2026 stimulus hopes

TD Securities warns China’s fiscal stance is tightening; limited H2 2026 support unless growth nears 4.0–4.2%.

1 July 2026
PBoC sets firmer USD/CNY fixing above Reuters estimate as weak PMI keeps yuan under pressure

PBoC set a stronger USD/CNY fix, above estimates, signaling managed yuan weakness to support growth amid PMI, property softness.

30 June 2026
China June Manufacturing PMI Beats Forecast, Supporting Tactical Bets on Metals, Aussie Dollar and Hang Seng

China’s June manufacturing PMI rose to 50.3, beating forecasts, boosting metals, AUD, and Hang Seng tactics.

30 June 2026
China’s June non-manufacturing PMI edges back into expansion, lifting AUD and copper outlook

China’s June non-manufacturing PMI rose to 50.2, beating forecasts, signaling mild services expansion and demand-linked opportunities.

17 June 2026
US building permits undershoot forecasts, raising cooling signals for housing and short-term rate expectations

May US building permits slipped to 1.413m, signaling cooling housing demand; favors rate-neutral trades, hedges, and shorts.

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