Equities

4 August 2026
Mexico consumer confidence rises in July, adding to pressure on Banxico easing and supporting peso carry trade

Mexico’s consumer confidence rose to 45 in July, boosting peso and equities outlook, complicating rate cuts.

4 August 2026
Dollar Index holds near 100 as Hormuz tensions and Fed hike bets underpin demand

DXY nears 100 as Middle East tensions and Fed hike odds boost demand; traders hedge FX, oil.

4 August 2026
Global equities hit record highs as cyclical rotation and software rebound offset Asian tech doubts

Global equities hit record highs as cyclical rotation and software’s 16% rebound drove gains amid lower oil.

4 August 2026
Ireland’s AIB Manufacturing PMI rises to 55.1 in July, supporting euro and rate outlooks

Ireland’s AIB manufacturing PMI rose to 55.1 in July, signalling expansion, supporting euro strength and derivatives opportunities.

4 August 2026
South Korea July CPI Falls 0.2%, Fuelling Rate-Cut Bets and Shaping Won, Bond, Equity Trades

South Korea’s July CPI fell 0.2% m/m, boosting rate-cut bets; favor KTB, USD/KRW, KOSPI calls.

4 August 2026
Argentina’s July Tax Take Rises to 22 Trillion Pesos, Accelerating from June Levels

Argentina’s July tax revenue jumped to 22T pesos from 20.017T, supporting bullish bonds, peso, equities.

4 August 2026
US shares open August higher as tech rallies lift Nasdaq and S&P 500 on earnings strength

US stocks rose sharply in August, led by tech as strong earnings and cheaper valuations boosted sentiment.

4 August 2026
Stocks broaden as tech rises while traders hedge Middle East risks, dollar softens and gold slips

Bullish Friday broadened breadth as tech rose; traders stayed cautious, eyeing Mideast risks, USD weakness, metals pressure.

4 August 2026
Taiwan Q2 GDP growth cools as domestic demand leads; equities and TWD face pressure amid outflows

Taiwan’s Q2 GDP eased to 12.9%, domestic demand revived, but outflows hit TAIEX and TWD hard.

4 August 2026
US ISM manufacturing prices paid beats forecasts, reinforcing input inflation and hawkish policy outlook

July ISM Manufacturing Prices Paid beat forecasts at 71.1, signaling persistent input inflation and potential market volatility.

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