#MarketMind
#TradingDay: Oil, yields slide
Aug 25 (Reuters) - Oil prices fell sharply on Monday, with Brent crude back below $90 a barrel, sparking a solid rise on Wall Street and strong rally in Treasuries, as investors digested recent news on U.S. bond buybacks and escalation of the U.S.-Canada trade war.
In my column today, I look at the resurgent trade spat between the U.S. and Canada, and why the world is watching nervously. Tit-for-tat tariffs cast a shadow over the whole USMCA trade agreement, but escalation also has wider implications beyond North America — none of them particularly positive.
What could move markets tomorrow?
Australia CPI inflation (July)
U.S. durable goods (July)
U.S. GDP (Q2, second estimate)
U.S. Treasury sells $70 billion of 5-year notes at auction
Nvidia earnings (released after the market close)
https://www.reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-08-25/
#TradingDay: Oil, yields slide
Aug 25 (Reuters) - Oil prices fell sharply on Monday, with Brent crude back below $90 a barrel, sparking a solid rise on Wall Street and strong rally in Treasuries, as investors digested recent news on U.S. bond buybacks and escalation of the U.S.-Canada trade war.
In my column today, I look at the resurgent trade spat between the U.S. and Canada, and why the world is watching nervously. Tit-for-tat tariffs cast a shadow over the whole USMCA trade agreement, but escalation also has wider implications beyond North America — none of them particularly positive.
What could move markets tomorrow?
U.S. durable goods (July)
U.S. GDP (Q2, second estimate)
U.S. Treasury sells $70 billion of 5-year notes at auction
Nvidia earnings (released after the market close)
https://www.reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-08-25/
SpaceX unveils Starbase launch site in Louisiana, moves up orbital data center launch timeline
https://finance.yahoo.com/markets/stocks/article/spacex-unveils-starbase-launch-site-in-louisiana-moves-up-orbital-data-center-launch-timeline-142539276.html
https://finance.yahoo.com/markets/stocks/article/spacex-unveils-starbase-launch-site-in-louisiana-moves-up-orbital-data-center-launch-timeline-142539276.html
Yahoo Finance
SpaceX unveils Starbase launch site in Louisiana, moves up orbital data center launch timeline
Elon Musk is doing what he always does: making aggressive capex moves and pushing up timelines. SpaceX on Tuesday announced Starbase, Louisiana, a "high cadence" launch site that will eventually support "thousands" of Starship launches a year.
Gold's rally just hit a wall — how to play a tactical pullback with limited risk: Alpha Options Playbook
https://finance.yahoo.com/markets/options/article/golds-rally-just-hit-a-wall--how-to-play-a-tactical-pullback-with-limited-risk-alpha-options-playbook-162841841.html
https://finance.yahoo.com/markets/options/article/golds-rally-just-hit-a-wall--how-to-play-a-tactical-pullback-with-limited-risk-alpha-options-playbook-162841841.html
Yahoo Finance
Gold’s rally just hit a wall — how to play a tactical pullback with limited risk: Alpha Options Playbook
Gold may have gotten ahead of itself for now. It's pausing after rallying into a key technical level, getting stretched to the upside in the process.
Lego CEO on hot toy sales, Pokémon, trade wars, and higher oil prices
https://finance.yahoo.com/markets/article/lego-ceo-on-hot-toy-sales-pokemon-trade-wars-and-higher-oil-prices-163623270.html
https://finance.yahoo.com/markets/article/lego-ceo-on-hot-toy-sales-pokemon-trade-wars-and-higher-oil-prices-163623270.html
Yahoo Finance
Lego CEO on hot toy sales, Pokémon, trade wars, and higher oil prices
It's been a big first half of the year for Lego.
Morning Briefing: Top stories from The Straits Times on Aug 26, 2026
https://str.sg/7ic4
While You Were Sleeping: 5 stories you might have missed, Aug 26, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-aug-26-2026
https://str.sg/7ic4
While You Were Sleeping: 5 stories you might have missed, Aug 26, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-aug-26-2026
The Straits Times
Morning Briefing: Top stories from The Straits Times on Aug 26, 2026
Read more at straitstimes.com.
AI start-up that upends junior bankers’ work sets up in Singapore
https://www.straitstimes.com/business/ai-startup-that-upends-junior-bankers-work-sets-up-in-singapore
https://www.straitstimes.com/business/ai-startup-that-upends-junior-bankers-work-sets-up-in-singapore
The Straits Times
AI start-up that upends junior bankers’ work sets up in Singapore
The platform takes on much of the grunt work done by junior bankers such as automating spreadsheets. Read more at straitstimes.com. Read more at straitstimes.com.
Jack Ma joins top executives in buying Alibaba stock: Report
https://www.straitstimes.com/business/jack-ma-joins-top-executives-in-buying-alibaba-stock-report
https://www.straitstimes.com/business/jack-ma-joins-top-executives-in-buying-alibaba-stock-report
The Straits Times
Jack Ma joins top executives in buying Alibaba stock: Report
Alibaba intends to outspend and outrun Chinese rivals in the chase to define the frontier of AI development. Read more at straitstimes.com. Read more at straitstimes.com.
Fintech firms from Airwallex to Revolut are on hiring spree in Singapore amid AI-driven boom
https://www.straitstimes.com/business/fintech-firms-from-airwallex-to-revolut-are-on-hiring-spree-in-spore-amid-ai-driven-boom
https://www.straitstimes.com/business/fintech-firms-from-airwallex-to-revolut-are-on-hiring-spree-in-spore-amid-ai-driven-boom
The Straits Times
Fintech firms from Airwallex to Revolut are on hiring spree in Singapore amid AI-driven boom
Fintech firms Airwallex, Revolut and YouTrip are expanding hiring in Singapore, leveraging AI to drive innovation and boost workforce growth by 2026. Read more at straitstimes.com. Read more at straitstimes.com.
Japan Inc seeks new hedges for a long era of yen weakness
https://www.straitstimes.com/business/japan-inc-seeks-new-hedges-for-a-long-era-of-yen-weakness
https://www.straitstimes.com/business/japan-inc-seeks-new-hedges-for-a-long-era-of-yen-weakness
The Straits Times
Japan Inc seeks new hedges for a long era of yen weakness
The yen has weakened despite currency intervention in 2022, 2024 and 2026. Read more at straitstimes.com. Read more at straitstimes.com.
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China robot-maker Unitree’s post-listing slump sparks bubble fears
https://www.straitstimes.com/business/china-robot-maker-unitrees-post-listing-slump-sparks-bubble-fears
https://www.straitstimes.com/business/china-robot-maker-unitrees-post-listing-slump-sparks-bubble-fears
The Straits Times
China robot-maker Unitree’s post-listing slump sparks bubble fears
Unitree’s debut was expected to set the tone for domestic rivals preparing to come to market. Read more at straitstimes.com. Read more at straitstimes.com.
Temu-owner PDD revenue misses estimates, profit falls on ‘intense’ China competition
https://www.straitstimes.com/business/temu-owner-pdd-revenue-misses-estimates-profit-falls-on-intense-china-competition
https://www.straitstimes.com/business/temu-owner-pdd-revenue-misses-estimates-profit-falls-on-intense-china-competition
The Straits Times
Temu-owner PDD revenue misses estimates, profit falls on ‘intense’ China competition
PDD competes with Alibaba’s Taobao and Tmall, JD.com and ByteDance-owned Douyin. Read more at straitstimes.com. Read more at straitstimes.com.
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China flexes its car-safety chops with huge recall of Tesla, other cars
https://www.straitstimes.com/asia/east-asia/china-flexes-its-auto-safety-chops-with-huge-recall-of-tesla-other-cars
https://www.straitstimes.com/asia/east-asia/china-flexes-its-auto-safety-chops-with-huge-recall-of-tesla-other-cars
#HKMarketUpdate
<Full-day Takeaway>HSI Closes at 25,652, Up 141 pts; HSTI Closes at 4,626, Up 37 pts; INNOVENT BIO Up over 9%; INNOVENT BIO, H&H INTL HLDG, GENSCRIPT BIO Hit New Highs; Market Turnover Rises
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1540940/top-news/AAFN
<Full-day Takeaway>HSI Closes at 25,652, Up 141 pts; HSTI Closes at 4,626, Up 37 pts; INNOVENT BIO Up over 9%; INNOVENT BIO, H&H INTL HLDG, GENSCRIPT BIO Hit New Highs; Market Turnover Rises
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1540940/top-news/AAFN
AASTOCKS.COM
<Full-day Takeaway>HSI Closes at 25,652, Up 141 pts; HSTI Closes at 4,626, Up 37 pts; INNOVENT BIO Up over 9%; INNOVENT BIO, H&H…
At close, HSI rose 141 pts or 0.6% to 25,652. HSTI rose 37 pts or 0.8% to 4,626. HSCEI gaine...
#HKMarketUpdate
<H Shrs>HSI Adds 141 Pts for Day; INNOVENT BIO, ANTA SPORTS Jump 9%+ Post-results; BABA-W Rebounds 2%
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1540947/top-news/AAFN
<H Shrs>HSI Adds 141 Pts for Day; INNOVENT BIO, ANTA SPORTS Jump 9%+ Post-results; BABA-W Rebounds 2%
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1540947/top-news/AAFN
AASTOCKS.COM
<H Shrs>HSI Adds 141 Pts for Day; INNOVENT BIO, ANTA SPORTS Jump 9%+ Post-results; BABA-W Rebounds 2%
This morning (26th), the HSI opened up 124 pts and once escalated 289 pts in early trading to peak...
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Singapore stocks fall, bucking regional gains; STI down 0.2%
https://www.businesstimes.com.sg/singapore/singapore-stocks-fall-wednesday-sti-down-0-2
https://www.businesstimes.com.sg/singapore/singapore-stocks-fall-wednesday-sti-down-0-2
The Business Times
Singapore stocks fall, bucking regional gains; STI down 0.2%
Sembcorp Industries leads the gainers on the blue-chip index Read more at The Business Times.
From distributor to strategic partner – Wiselink’s role in Asia’s electronics supply chain
https://www.businesstimes.com.sg/singapore/smes/distributor-strategic-partner-wiselinks-role-asias-electronics-supply-chain
https://www.businesstimes.com.sg/singapore/smes/distributor-strategic-partner-wiselinks-role-asias-electronics-supply-chain
The Business Times
From distributor to strategic partner – Wiselink’s role in Asia’s electronics supply chain
Armed with digital tools, the family business helps clients anticipate shortages and streamline deliveries Read more at The Business Times.
Data centres expected to add pressure on Singapore’s energy supply: survey
https://www.businesstimes.com.sg/companies-markets/data-centres-expected-add-pressure-singapores-energy-supply-survey
https://www.businesstimes.com.sg/companies-markets/data-centres-expected-add-pressure-singapores-energy-supply-survey
The Business Times
Data centres expected to add pressure on Singapore’s energy supply: survey
It also found that the energy industry is optimistic about AI adoption, but faces cost and data quality challenges. Read more at The Business Times.
Hong Kong to announce first five year plan on Sept 16
https://www.businesstimes.com.sg/international/hong-kong-announce-first-five-year-plan-sept-16
https://www.businesstimes.com.sg/international/hong-kong-announce-first-five-year-plan-sept-16
The Business Times
Hong Kong to announce first five year plan on Sept 16
[HONG KONG] Hong Kong’s Chief Executive John Lee said on Wednesday (Aug 26) that the Asian financial hub’s first five-year plan would be released on September 16 followed by the annual policy address,... Read more at The Business Times.