Monthly Archives: August 2026

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Treasury Buybacks Fuel Dollar Concerns and Gold Demand

Written on August 26, 2026 at 11:12 am, by

Key Takeaways: *USD remains under pressure: DXY is around 98.9, with lower Treasury yields and fiscal concerns weighing on the dollar. *The expanded long-term bond buyback programme has lowered yields but raised fresh concerns over US debt and fiscal sustainability. *Gold has gained more than 7% in the past week and around 15% this month,Continue Reading

Oil Slides as Hormuz De-escalation Unwinds Risk Premium

Written on August 26, 2026 at 11:03 am, by

Key Takeaways: *Oil turns bearish: Brent fell toward US$86–88, while WTI moved toward US$80–81 as geopolitical risk premium unwound. *Iran and Oman resumed talks on a temporary maritime corridor, raising hopes of safer shipping and reduced supply disruption. *Washington is prioritising economic sanctions over immediate military escalation, easing concerns about a major shock to oilContinue Reading

Aussie Lifts on Hawkish RBA Minutes; PCE, Jackson Hole in Focus  

Written on August 26, 2026 at 10:51 am, by

Key Takeaways: *The Australian dollar strengthened after the RBA minutes showed that several policymakers considered a rate hike and remained concerned about upside inflation risks. *Today’s PCE inflation data is the key near-term catalyst. A softer reading could weaken the U.S. dollar and support AUD/USD, while a hotter print could revive Fed tightening expectations andContinue Reading

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