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Archive for August, 2026
Energies
Crude Oil Rallies on Fresh US-Iran Strikes
Crude oil rose more than 3% to above $86 a barrel on Monday as tensions in the Middle East escalated, with the US and Iran exchanging strikes for the first time in roughly a month and new concerns emerging over shipping through the Strait of Hormuz. US forces targeted Iranian rocket launchers that were reportedly […]
by Currency Hedger
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- 2 weeks ago
Energies, Institutional, Technical Analysis
Chart of the Day: Middle East escalation boosts oil prices
Crude oil has once again become a hostage of geopolitics. Attacks in the Persian Gulf region and increasing restrictions on transit in the Strait of Hormuz have pushed demand fundamentals into the background. Although backwardation at the short end of the oil market curve is not as strong as it was 5 months ago, this […]
by Currency Hedger
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- 2 weeks ago
BNY, Institutional
Euro: Inflation test for ECB hike odds – BNY
Geoff Yu at BNY argues that upcoming German CPI and Eurozone flash CPI are critical for European Central Bank expectations, with markets already pricing a near-certain September hike. While services inflation is softening and second-round wage effects remain unclear, stronger headline readings could reinforce hawkish ECB messaging and challenge Europe’s fragile cyclical recovery and activity […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
ING
Gold: Fed hawkishness caps upside – ING
ING’s commodities team, led by Warren Patterson and Ewa Manthey, reports that Gold came under pressure after Federal Reserve Chair Kevin Warsh reinforced a higher-for-longer rates narrative, supporting the Dollar. They add that upcoming US inflation and labour data, central bank buying and geopolitics will shape Gold’s near-term performance, with upside seen as constrained by rate expectations. […]
by Currency Hedger
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- 2 weeks ago
DBS, Institutional
US Dollar: Warsh speech supports greenback – DBS
DBS Group Research economist Philip Wee notes that the US Dollar (USD) recovered after Fed Chairman Kevin Warsh’s Jackson Hole speech, as futures pricing restored a meaningful probability of a September FOMC rate hike. Wee stresses that Warsh reaffirmed his inflation-first stance and avoided detailed forward guidance, leaving structural long-bond and de-dollarisation risks for the […]
by Currency Hedger
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- 2 weeks ago
Metals
Steel Hits 2-½-Month Highs
Steel rebar futures jumped above CNY 3,140 per ton, reaching their highest levels since mid-June as investors anticipated a recovery in demand due to seasonal factors ahead of the September peak construction season. Construction activity in top consumer China typically picks up ahead of winter, strengthening the outlook for demand for steel and raw materials. […]
by Currency Hedger
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- 2 weeks ago
Metals
Iron Ore Hits 1-Month High
Iron ore futures climbed above CNY 720 per ton, reaching a one-month high as investors anticipated a recovery in demand due to seasonal factors ahead of the September peak construction season. Construction activity in top consumer China typically picks up ahead of winter, strengthening the outlook for demand for steel and raw materials. China’s National […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
Institutional, OCBC
Japanese Yen: Market needs more than BoJ pricing – OCBC
OCBC FX Strategist Sim Moh Siong and Christopher Wong highlight that the Japanese Yen (JPY) has already benefited from aggressive market pricing for Bank of Japan (BoJ) tightening, with an 85% chance of a September hike implied. They argue further JPY gains may require additional policy tools beyond rate increases, such as measures to encourage […]
by Currency Hedger
- 0 Comments
- 2 weeks ago
ING, Institutional
Brent: Hormuz tensions keep prices supported above $90 – ING
ING analysts Warren Patterson and Ewa Manthey note that oil prices, including ICE Brent, started the week stronger after US strikes on Iran raised concerns over Persian Gulf supply. They highlight Strait of Hormuz flows and Russia’s extended diesel export ban as key factors supporting the oil complex. Brent underpinned by Gulf tensions “Oil prices […]
by Currency Hedger
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- 2 weeks ago
UOB
British Pound: Downside risks with 1.3480 in sight against US Dollar – UOB
United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann report that GBP/USD fell sharply to 1.3527 and closed at 1.3540, contradicting expectations for range trading. Intraday, they see limited further losses within 1.3520–1.3570 due to oversold conditions. Over the coming weeks, risk stays skewed lower toward 1.3480 while the pair remains capped below 1.3600. Pound […]
by Currency Hedger
- 0 Comments
- 2 weeks ago