Policy

17 August 2026
China House Price Index Decline Eases in July as Property Slump Shows Tentative Stabilisation

China’s house price decline eased slightly in July, signaling stabilization but not recovery; volatility-driven strategies remain key.

17 August 2026
New Zealand Food Price Inflation Eases in July, Bolstering Expectations of RBNZ Rate Cuts

New Zealand food prices rose 0.1% in July, easing inflation, boosting rate-cut bets and NZD-bearish trades.

17 August 2026
New Zealand Services Activity Edges Higher, Keeping RBNZ Rate-Cut Expectations in Check

New Zealand’s PSI rose to 50.9 in July, signaling stabilization; RBNZ likely steady, NZD range-bound, defensives favored.

15 August 2026
CFTC Data Show Speculators Trim Yen Shorts as JPY Bearish Bets Ease

CFTC data shows JPY net shorts narrowed to -42.1K, signaling less bearish positioning and potential yen strength ahead.

15 August 2026
US Retail Sales Miss Forecast as Petrol and New Cars Inflate Headline Growth, Rate Hike Bets Persist

Headline retail strength was fuel-driven; ex-gas growth stalled, volumes fell, SNAP cuts tighten spending, rates may reprice.

15 August 2026
Dollar Index Slips Below 99.50 as Weak Retail Sales Cut Fed Hike Odds

Dollar Index breaks below 99.50 after weak retail sales, sentiment; rate-hike odds fall, yields dip.

15 August 2026
Bank Indonesia Set to Hold Rates at 5.75% as SRBI Yields Support Rupiah Stability

Bank Indonesia likely holds 5.75%, prioritizing Rupiah stability via SRBI yields and FX intervention amid leadership transition.

15 August 2026
MUFG Sees US Data Run Steering Dollar as Activity Prints Test Fed’s Tight-For-Longer Resolve

MUFG: upcoming US data may steer dollar; disinflation cools hikes, yet inflation keeps December increase risk elevated.

15 August 2026
Gold retreats from June peak as easing Fed rate bets and ETF inflows lift monthly gains

Gold hit $4,450, then eased; gains near 10% as Fed hike bets fell, ETF inflows rose.

14 August 2026
Nordea sees ECB reaching 3% deposit rate via three quarterly 25bp hikes, yields rising

Nordea forecasts three quarterly ECB 25bp hikes to 3% by March 2027, boosting yields amid risks.

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