Commodities (Crude Oil & Copper) & Macro Outlook

Fidelity International recommended bank stocks, AI supply chain firms, and gold to counter structural inflation, CNBC reported on the 26th. The global asset manager attributed persistent high inflation to five structural factors: massive government fiscal deficits, astronomical AI infrastructure

According to Jin10, Dutch gas network operator Gasunie stated on August 26 that the Netherlands will fail to reach its natural gas storage target of 115 billion kilowatt-hours before winter, as replenishing inventory during summer is not commercially viable. Current storage levels stand at 45%,

X is preparing to add trading buttons alongside cryptocurrency and stock market data displayed within its social-media feed, former product chief Nikita Bier said on August 25. Bier stated that 'trade buttons' are coming soon to X's Cashtags feature, which already allows users to embed and view cryp

According to Nikita Bier, X's former product chief, on August 25, X will soon add buy and sell buttons to its Cashtags feature, enabling users to trade cryptocurrencies and stocks directly within the platform's feed. Bier made the announcement while responding to criticism from the crypto

According to the Fujairah Petroleum Industry Zone, refined product inventories at the Port of Fujairah fell to 6.359 million barrels for the week ending August 24, declining 1.393 million barrels from the previous week. Breakdown by product: light distillates rose 0.31 million barrels to 1.241 mill

According to Guru Club, Chicago wheat futures rose 1.7% and hit a two-year high during Asia morning session on August 26, driven by concerns over worsening Black Sea grain export disruptions. The most actively traded wheat contract reached its highest level since May 2024. Russia and Ukraine, the wo

According to Jin10, as of 15:21 on August 26, China's domestic futures markets recorded significant capital flows. Shanghai Copper (2610) saw inflows of 2.225 billion yuan, Soybean Meal (2701) received 936 million yuan, and Coking Coal (2701) attracted 622 million yuan. On the outflow side,

Seoul's bond market was expected to strengthen on the 26th as international oil prices declined, according to a market analysis. The Bank of Korea's Monetary Policy Committee meeting was scheduled for the following day, with long-term bonds anticipated to show more strength than mid-term

International Monetary Fund (IMF) Managing Director Kristalina Georgieva stated on the 25th (local time) that all countries must establish and present credible plans to address fiscal issues and ensure debt and deficits remain on sustainable paths. Speaking to reporters at IMF headquarters, Georgiev

The USD/KRW exchange rate is expected to cautiously test the lower end of the 1,380 won range on the 26th, according to market analysis. A wait-and-see atmosphere is likely to dominate as significant variables have not yet clearly revealed themselves. This cautious stance comes amid US-Iran

According to IMF chief Kristalina Georgieva on August 25, all countries must establish and present credible plans to address fiscal issues and ensure debt and deficits remain on sustainable paths. Speaking at IMF headquarters, Georgieva emphasized that central banks must remain highly focused on

US stock indices opened higher on August 25 (local time), with the Dow Jones Industrial Average rising 95.77 points (0.18%) to 53,512.93, the S&P 500 gaining 30.38 points (0.40%) to 7,683.24, and the Nasdaq Composite advancing 181.63 points (0.70%) to 26,161.82 as of 9:34 AM. The gains were driven

The US Dollar depreciated against major currencies on August 25 as international oil prices plunged over 3% amid signs of easing tensions between the United States and Iran. The dollar index (DXY) fell 0.134%

US Treasury bond prices rose on the 25th as oil prices plunged on prospects of de-escalating US-Iran tensions. The 10-year Treasury yield fell 3.70 basis points to 4.6660% as of 7:46 AM Eastern Time, according to Yonhap Infomax overseas interest rate data. The decline followed reports that the

According to a joint statement by Iranian Foreign Minister Abbas Araghchi and Omani Foreign Minister Badr bin Hamad Al-Busaidi on August 25, the two countries have agreed on a framework for establishing a temporary joint shipping corridor through the Strait of Hormuz and implementing joint

According to Yonhapinfomax, on August 25 afternoon (U.S. Eastern Time), the U.S. dollar weakened as tensions between the United States and Iran showed signs of easing. The dollar index (DXY) fell 0.133 points to 98.883, down 0.134% from the previous close of 99.016. The USD/JPY pair declined 0.021

According to Yonhap Infomax, on August 25 (US Eastern Time), U.S. Treasury prices rose amid declining yields, driven by easing tensions between the United States and Iran and a sharp drop in crude oil prices. The 10-year Treasury yield fell 3.70 basis points to 4.6660%, while the 2-year yield declin

According to Shanghai Futures Exchange data released on August 26, crude oil bitumen warehouse inventory fell by 3,470 tonnes compared to the previous trading day, declining to 10,760 tonnes. Other energy and chemical futures inventories, including pulp, coated paper, fuel oil, and medium sulfur cru

At the noon close on August 26, China's domestic futures markets declined broadly. Xylene, methanol, propylene, and ethylene glycol (EG) hit limit down, while low sulfur fuel oil (LU) fell nearly 9%, fuel oil dropped nearly 8%, and WTI crude fell approximately 6%. Synthetic rubber, benzene, and

According to TASS, Russia's Novorossiysk grain terminal has suspended grain shipments following drone attacks in August.