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Market Analysis

Singapore Dollar: Upside risks with CPI and Warsh in view – OCBC

OCBC strategists Sim Moh Siong and Christopher Wong observe that USD/SGD has turned slightly softer, tracking Renminbi (RMB) gains as the Dollar consolidates. They see risks skewed to the downside, with support at 1.29 …

1 min read

Stocks Retreat on Chipmaker Weakness and US-Iran Standoff

The S&P 500 Index ($SPX) (SPY) today is down -0.33%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.16%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -1.12%. September E-mini S&P futures (ESU26) are down -0…

6 min read

Taiwan: AI cycle and 2H outlook – DBS

DBS Group Research, led by Ma Tieying, assesses Taiwan’s AI-driven expansion and its implications for the 2H26 outlook. The bank notes that AI remains central for Taiwan’s technology-oriented economy and that the AI sup…

1 min read

Dollar Supported by US-Iran Hostilities

The dollar index (DXY00) today is up by +0.15%. The dollar has found support today on some safe-haven demand from escalating hostilities in the Middle East after the US and Iran traded attacks over the weekend. Also, to…

4 min read

Gold price crashes as Waller warning sparks Fed hike fears

Gold price (XAU/USD) plunges on Monday after remarks by Federal Reserve (Fed) Governor Christopher Waller, who revealed that if the Consumer Price Index (CPI) rises this week, the Fed should consider interest rate hikes…

4 min read

Stocks Retreat on Chipmaker Weakness and US-Iran Standoff

The S&P 500 Index ($SPX) (SPY) today is down -0.33%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.16%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -1.12%. September E-mini S&P futures (ESU26) are down -0…

6 min read

Dollar Supported by US-Iran Hostilities

The dollar index (DXY00) today is up by +0.15%. The dollar has found support today on some safe-haven demand from escalating hostilities in the Middle East after the US and Iran traded attacks over the weekend. Also, to…

3 min read

Crude Oil finds a toll booth where its ceasefire used to be

Crude Oil is repricing the death of a framework rather than any single missile exchange. West Texas Intermediate trades near $75.00, up close to 5%, with Brent near $80.00, after Trump declared the United States will re…

7 min read

Australian Dollar falls as US-Iran tensions weigh on risk sentiment

AUD/USD trades lower near 0.6930 on Monday, retreating from an opening level of around 0.6950 as escalating tensions between the United States (US) and Iran bolster the safe-haven US Dollar (USD) and weigh on the risk-s…

3 min read

Swiss Franc drops to a more than two-week low against the US Dollar

The Swiss Franc (CHF) weakens against the US Dollar (USD) on Monday as traders react to renewed hostilities in the Middle East. At the time of writing, USD/CHF trades around 0.8126, up 0.50% on the day and marking its h…

2 min read

British Pound falls as Oil shock boosts the US Dollar

The Pound Sterling begins the week on a lower note, as over-the-weekend developments in the Middle East fueled inflation expectations due to the rise in Oil prices. At the time of writing, the GBP/USD trades at 1.3369, …

3 min read

Bosch begins sample production at its first US semiconductor plant

Taiwan, a small island outside of China with a population of just 24 million, has in three decades managed to become the most important nation in the world’s most important industry. The Taiwanese government’s bold bet …

24 min read