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Market Daily Report: Bursa Malaysia Ends Nearly Flat As Construction Stocks Attract Buying

 KUALA LUMPUR, Sept 8 (Bernama) -- Bursa Malaysia closed almost flat on Tuesday as buying interest rotated away from index heavyweights towards smaller-cap construction stocks, with sentiment affected by geopolitical uncertainty, said an analyst. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 0.39 of a point to 1,714.40 from Monday’s close of 1,714.79. The benchmark index opened 1.65 points lower at 1,713.14 and moved between 1,710.44 and 1,714.50 throughout the trading session. The broader market was almost evenly balanced, with decliners leading gainers 548 to 546, while 598 counters were unchanged, 1,107 were untraded and 25 were suspended. Turnover expanded to 4.13 billion units valued at RM3.14 billion from 3.60 billion units valued at RM2.45 billion on Monday.

Commodity Stocks Back in Play as Oil and Aluminium Surge — Maybank Flags Tactical Trades

Escalating Middle East tensions are reigniting momentum in commodity markets, and Maybank Investment Bank sees  short-term trading opportunities emerging in oil- and aluminium-linked counters  despite broader equity volatility. Crude oil has jumped nearly 46% in just two weeks — the sharpest rally since the post-pandemic rebound — while aluminium continues its bullish climb. Key Takeaways Crude oil up nearly 46% in two weeks Aluminium extends rally, widening producer margins Maybank highlights PETRONAS Chemicals and Press Metal as trading plays Elevated freight rates may benefit Westports Defensive yield plays remain attractive FBM KLCI 2026 target maintained at 1,780 (bear case: 1,550) Commodity-Linked Stocks in Focus Maybank identifies tactical opportunities in: PETRONAS Chemicals Group Bhd  – Higher average selling prices amid oil spike Press Metal Aluminium Holdings Bhd  – Wider aluminium spreads Westports Holdings Bhd  – Potential upside from elevated freig...

Gold Holds Steady as Rate-Cut Bets Gain Steam

Gold prices are hovering near  $3,375/oz , holding recent gains as traders ramp up expectations for a  September Fed rate cut . Weaker US jobs data and rising concerns over economic slowdown have fueled a  98% probability  of a rate cut being priced in. Key Drivers: Weak US jobs data  → fuels dovish Fed outlook Fed independence concerns  → resignation of Governor Adriana Kugler opens door for Trump-aligned replacement Gold’s 2025 rally : ▲  30% YTD Fueled by: Trade wars Geopolitical risks Central bank purchases Dollar weakness Market Snapshot (as of 8:18am SGT): Gold : $3,377.26/oz ▲0.1% Silver, Palladium, Platinum : steady Bloomberg Dollar Index : ▼0.2% Outlook: Fidelity International sees gold hitting  $4,000/oz by end-2026  if: Fed accelerates rate cuts US dollar continues to weaken

Global Markets Rebound as Weak US Jobs Data Boosts Fed Rate Cut Hopes

Global stock markets advanced on Monday, lifted by growing investor expectations that the US Federal Reserve may cut interest rates as early as September. The shift in sentiment followed a disappointing US jobs report and sharp downward revisions to prior months’ data, triggering concerns over the reliability of economic indicators and Fed policymaking. Key Highlights: US July nonfarm payrolls  missed forecasts, with  May and June figures also revised sharply lower . The three-month average job gain fell to just  35,000 , compared to  231,000  at the start of 2025. Wall Street reacted with a selloff Friday, but sentiment stabilized Monday, with  STOXX 600 up 0.6%  and  US futures  rebounding by  0.6–0.7% . Market-implied probability of a Fed rate cut in September now stands at 85%. The  US dollar , after Friday’s 1.4% slump (its worst single-day fall since April), regained some ground Monday, although  safe-haven currencies lik...