investingLive Asia-Pacific Financial Market news: Oil and gold stay near highs

2026年8月11日最近のFX関連情報ニュース

• Singapore doubles 2026 growth outlook to 4.5-5.5% on tech cycle upgrade
• Rupee set to open weaker as oil pressure builds, RBI support in focus
• Sources: BoJ could raise rates again at September 17-18 meeting
• South Korea: Kospi rises for second day as Samsung Electronics jumps circa 3.6%
• Australian business conditions edge higher in July but confidence stays fragile
• NZ PM Luxon calls urgent caucus meeting to address leadership speculation
• PBOC sets seven-day reverse repo volume at ZERO on Tuesday, citing primary dealer demand
• Gold hits two-month high as markets await US inflation data this week
• UK data: Barclaycard spending rises 2.0% in July as consumer confidence hits 21-month high
• PBOC sets USD/ CNY central rate at 6.7900 (vs. estimate at 6.7497)
• Yen strength still hinges on BOJ hike, not capital repatriation (or intervention!), Goldman says
• Intel plans to sell $15 billion worth of stock after it has risen 400% in a year
• Yen support looks fragile; Tokyo opts for passive strategy, missed chance to press intervention advantage
• RBA set to hold rates today, but markets will be watching the fine print
• Preview: RBA to stay in pause and observe mode, TD Securities says ahead of today's decision
• ICYMI - Cleveland Fed's Hammack says Fed should already be raising rates, more than one hike needed
• UNCONFIRMED - Incoming report of further cruise missile launches from Sirik, Iran
• MUFG opens long AUDJPY at 111.20, targets 114.50 as yen intervention debate builds
• What'd I miss? Trump counters Iran reparations demand, pushing Hormuz deal further out of reach.

Summary:

• Oil stays supported as Hormuz deal hopes dim further on tit-for-tat reparations demands from Iran and Trump
• Libya's NOC declares force majeure at Zawiya refinery after armed clashes and storage tank fires, threatening El Sharara output
• Russia's Komsomolsk refinery in Khabarovsk Krai attacked, over 6,500km from Ukraine
• FX subdued; AUD in focus ahead of RBA decision (2:30pm Sydney), hawkish hold expected
• Kospi up circa 0.6% for a second day on Samsung strength; won stronger, foreigners net buyers
• Japan closed for holiday; media reports firm September 18 BoJ hike expectations, yen little moved regardless
• Singapore Q2 GDP beats at 5.9% y/y, 2026 growth forecast raised to 4.5-5.5% on AI boom; MAS says policy stance remains appropriate

Oil remained supported in the absence of a Strait of Hormuz deal and with efforts to reopen the waterway dampened by tit-for-tat demands by Iran and US President Trump for reparations.

Further, Libya's NOC declares force majeure at Zawiya refinery after clashes. Libya's state-owned National Oil Corporation (NOC) declared force majeure at its 120,000 b/d Zawiya refinery following clashes between armed groups. The refinery experienced fires after storage tanks were hit, multiple times, threatening production at the El Sharara oil field.

Russia's Komsomolsk Oil Refinery in Khabarovsk Krai came under attack. This is 6,500+ kms from Ukraine.

FX traded in subdued ranges. AUD traders are awaiting the RBA at 2:30pm Sydney time / 0430 GMT / 0030 US Eastern time, with Reserve Bank of Australia Governor Bullock's press conference following an hour later. A hawkish hold is expected.

• RBA preview: Analysts see cash rate on hold at 4.35% Tuesday
• RBA preview - Westpac says soft Q2 CPI gives RBA room to hold at 4.35%

• Preview: RBA meet Tuesday. CBA expects RBA to hold rates through the rest of 2026

• MUFG opens long AUDJPY at 111.20, targets 114.50 as yen intervention debate builds
• Preview: RBA to stay in pause and observe mode, TD Securities says ahead of today's decision

• RBA set to hold rates today, but markets will be watching the fine print

South Korea's Kospi rose for a second straight day, up around 0.6%, as Samsung Electronics jumped circa 3.6% while SK Hynix and LG Energy Solution slipped. Foreigners were net buyers and the won strengthened, even as broader sentiment stayed cautious on the Middle East conflict.

Japanese markets were closed for a holiday. Reports from Japanese media, citing unnamed sources, firmed expectations for a Bank of Japan September (18th) interest rate hike. The yen fell regardless, though only in a small range.

Singapore's economy grew 5.9% year on year in Q2, beating forecasts, as the government raised its 2026 growth outlook to 4.5-5.5% from 2.0-4.0%, citing a stronger than expected AI investment boom offsetting a less severe than feared Middle East war impact. An official from Singapore's central bank, the Monetary Authority of Singapore, said the country's monetary policy stance remains appropriate.

This article was written by Eamonn Sheridan at investinglive.com.

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