Hot spot tracking

  • OPEC's monthly report lowered its 2026 global oil demand growth forecast to 780,000 barrels per day, while raising its 2027 forecast to 1.94 million barrels per day. This news is bearish in the short term but bullish in the long term for crude oil.
  • Federal Reserve Governor Waller stated that if core inflation remains strong this week, the FOMC will have to consider tightening monetary policy in the near term. This news is bullish for the US dollar.
  • The Bank of Korea expects the AI-driven chip "supercycle" to continue, refuting concerns that it has peaked. This news is positive for the Korean won and Korean stocks.

Product Hot Comment

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  • Crude Oil
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  • Indice
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