Policy

4 August 2026
Rupee steady ahead of RBI rate decision as oil firms and dollar holds gains

Rupee flat near 95.33; RBI seen holding 5.25%. Oil, dollar data, and options strategies dominate outlook.

4 August 2026
BlackRock Rolls Out Tokenised Money Market Funds to Bring Yield-Bearing Collateral to Derivatives Markets

BlackRock launches tokenized money market funds BSTBL and BRSRV, enabling regulated, yield-bearing collateral on blockchains.

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
South Korea July CPI rises 2.8% year on year, undershooting 3% forecast

South Korea July CPI rose 2.8% year-on-year, below 3% forecast, signalling easing inflation and shifting market expectations.

4 August 2026
USD/CHF rebounds to 0.8100 as intervention talk and US data lift the dollar

USD/CHF rebounded to 0.8100 after intervention reports, strong US data, and easing tensions; eyes 0.8150+ resistance.

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
Fed easing anchors US yields, boosting Brazil and Mexico sovereign debt appeal as FX upside fades

Fed easing anchors US yields, boosting Brazil/Mexico; favor long-duration LatAm sovereign debt over crowded FX positioning.

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
Markets brace for US jobs-data deluge as Fed holds rates and yields pressure gold, bitcoin

Markets brace for key US jobs data as hawkish Fed, rising yields pressure gold and Bitcoin.

4 August 2026
US June construction spending unexpectedly falls, fuelling softer growth signals and dovish Fed expectations

June US construction spending fell 0.1%, missing forecasts, signaling cooling growth and potentially boosting rate-cut expectations.

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