This post was originally published on this site.The reversal in Korean equities, from an early rally back to sizeable losses, highlights how sensitive regional risk appetite remains to any fresh Middle East headline, in this case reports of a potential Hormuz shipping restriction alongside renewed Houthi activity against Saudi Arabia. That combination is likely to keep a bid under oil and the dollar while weighing on risk-sensitive Asian currencies, including the Australian dollar given its correlation with regional equity sentiment. In Japan, the divergence between a resilient Topix and a weaker Nikkei points to rotation out of AI and chip-linked...

This post was originally published on this site.China July 2026 trade data, just the numbers.  I’ll have more to come on this separately China July US dollar-denominated: Exports +23.0% y/y (expected +22.2% y/y, prior +27.0%) Imports +27.5% y/y (expected +27.9% y/y, prior +36.0%) Trade balance $+112.5 bn (expected +$107.0 bn, prior 125.62bn) This article was written by Eamonn Sheridan at investinglive.com.