Policy

27 August 2026
BSP Holds Policy Rate as Expected, Peso Options Volatility Eases and Swap Yields Steady

BSP held policy rate steady as expected, signaling steady inflation focus; traders may favor range-bound peso strategies.

27 August 2026
Gold Holds Below Weekly High as Traders Await Warsh’s Jackson Hole Signal on US Rates

Gold holds below $4,700 as traders await Fed speech; sticky inflation and geopolitics support cautious range trading.

27 August 2026
BoJ’s Himino backs continued rate rises, warns weak yen squeezes incomes and inflation risks

BoJ’s Himino backs gradual rate hikes, citing reduced recession risk, weak yen effects, and inflation overshoot risks.

27 August 2026
Dollar Index rebounds above 99 after firmer PCE print, but remains capped by key resistance

DXY rebounded above 99 after hotter PCE, but rate-hike odds fade; strong resistance suggests downside persists.

26 August 2026
US Non-Defence Durable Goods Orders Jump, Challenging Fed Cut Bets and Lifting Dollar Outlook

July non‑defense durable goods orders jumped 1.3%, signaling resilient demand, complicating Fed cuts and boosting yield, dollar trades.

26 August 2026
US Q2 PCE Inflation Surprise Spurs Hawkish Fed Outlook, Pressuring Treasuries and Growth Stocks

Second-quarter PCE prices rose 5.3% QoQ, above forecasts, signalling stubborn inflation and prompting hawkish, defensive trading.

26 August 2026
US Core PCE Holds at 3.3% in July, Supporting Expectations for Steady Fed Policy

US core PCE inflation held at 3.3% in July; steady pressures drive volatility-selling, range-bound options strategies.

26 August 2026
Asian risk sentiment firms as Australia inflation lifts RBA hike odds; oil eases on Hormuz talk reports

Asian risk improved; ASX lagged on hot CPI. Oil, yields fell on Hormuz talks; key events loom.

26 August 2026
USD/CNH steadies near lows as tariff risks and PBoC fixing temper renminbi gains

USD/CNH steadies near lows as tariff uncertainty and PBoC pushback cap RMB gains; rebound risk rises.

26 August 2026
US 2-year Treasury auction yield falls to 4.204% as rate-cut expectations firm demand

US 2-year note auction yield fell to 4.204%, signaling stronger demand and rising expectations for Fed cuts.

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