Asia Morning Call-Global Markets (updated)

Commonwealth Bank of Australia

11/08/2026 21:32

August 12 (Reuters) - 
Stock Markets
 
Net Change
Stock Markets
 
Net Change
S&P/ASX 200**
9,250.60
18.00
NZX 50
13,860.66
-27.58
DJIA
53,791.85
-184.13
NIKKEI
66,970.22
1,363.51
Nasdaq
26,445.88
-159.48
FTSE
10,844.19
-18.31
S&P 500
7,728.20
-24.91
Hang Seng
25,652.82
-284.67
SPI 200 Fut
9145
-42
STI
5,754.17
55.74
SSEC
3,934.09
-32.50
KOSPI
6,345.53
45.87
     ----------------------------------------------------------------------------------------
Bonds
 
 
Bonds
 
 
JP 10 YR Bond
2.8220
0.0120
KR 10 YR Bond
4.303
0.062
AU 10 YR Bond
4.9890
-0.0120
US 10 YR Bond
4.6924
-0.0056
NZ 10 YR Bond
4.7130
0.0130
US 30 YR Bond
5.2435
0.0005
     ----------------------------------------------------------------------------------------    
Currencies
 
 
 
 
 
SGD US$ 
1.2801
-0.0006
KRW US$ 
1,412.880
-4.63
AUD US$
0.7061
0.00069
NZD US$
0.5879
-0.0002
EUR US$
1.1542
0
Yen US$
159.2600
-0.04
THB US$ 
33.1300
0.15
PHP US$
61.2230
0.502
IDR US$
17,830
80
INR US$ 
95.4350
0.135
MYR US$
4.0900
0.002
TWD US$ 
32.2780
0.047
CNY US$
6.7466
0.0003
HKD US$
7.8465
0.0011
     ----------------------------------------------------------------------------------------     
Commodities
 
 
 
 
 
Spot Gold
4,376.31
-0.25
Silver (Lon)
64.8 
-0.7
U.S. Gold Fut
4,441.10
21.4
Brent Crude
89.08
1.36
Iron Ore
CNY721.5
8
TRJCRB Index
--
--
TOCOM Rubber
JPY423.0
2.3
LME Copper
14,120
44
-----------------------------------------------------------------------------------------  
** indicates closing price 
All prices as of 1950 GMT

EQUITIES

GLOBAL - Oil prices gained and global shares retreated on Tuesday as traders assessed talks over reopening the Strait of Hormuz.
World equities gave back earlier gains, with MSCI's gauge of stocks across the globe .MIWD00000PUS down 0.28%.

For a full report, click on MKTS/GLOB
- - - -
NEW YORK - Wall Street fell on Tuesday, with Amazon and Alphabet dipping, as investors became more pessimistic about a potential deal to bring stability to the Middle East.
Strong quarterly earnings helped lift the S&P 500 to all-time highs last week, while the Nasdaq .IXIC was down about 2% from its record high close on June 2.

For a full report, click on .N
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LONDON - European shares ended little changed on Tuesday, hovering near record highs as optimism over a strong earnings season offset caution stemming from uncertainty around the supply of energy through the Strait of Hormuz.
The pan-European STOXX 600 .STOXX was flat at 660.51 points, holding near all-time highs after a recent rally driven by upbeat corporate results, as investors balanced earnings optimism against geopolitical risks in the Middle East.

For a full report, click on .EU
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TOKYO - Japan's Nikkei share average rose 2% on Monday to its highest close in nearly four weeks, led by AI and chip-linked stocks after Wall Street's rally on Friday, though worries over the Middle East kept a lid on broader gains.
The Nikkei .N225 climbed 2.08% to 66,970.22, its highest close since July 15.

For a full report, click on .T
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SHANGHAI - Mainland China and Hong Kong s tocks ended lower on Tuesday, as investors reassessed prospects for an end to the U.S.-Iran conflict that has pushed up global oil prices.
At the close, the benchmark Shanghai Composite index .SSEC eased 0.8%, snapping a five-session winning streak, while the blue-chip CSI300 index .CSI300 also slipped 0.8%.

For a full report, click on .SS
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AUSTRALIA -Australian shares are set to open lower despite gains in metals and oil prices, as the market absorbed the Reserve Bank's widely expected decision to leave interest rates on hold.
The local share price index futures YAPcm1 fell 0.4%, a 100.6-point discount to the underlying S&P/ASX 200 index .AXJO close. The benchmark rose 0.2% on Tuesday.
Attention now turns to a busy corporate earnings session during the day, with high-profile results due from lender CBA CBA.AX, AGL Energy AGL.AX and Suncorp SUN.AX.
 
For a full report, click on .AX
- - - -
SEOUL - South Korean shares rose for a second straight session on Tuesday, as chipmakers advanced on strong exports, while broader market sentiment was cautious over the Middle East conflict.
The benchmark KOSPI .KS11 closed up 45.87 points, or 0.73%, at 6,345.53.

For a full report, click on KRW/
- - - -
FOREIGN EXCHANGE

NEW YORK - The U.S. dollar was steady on Tuesday ahead of Wednesday's highly anticipated consumer inflation report for July, which could shape near-term expectations for Federal Reserve policy.
The dollar index =USD, which measures the greenback against a basket of currencies including the yen and the euro, rose 0.06% to 99.83, with the euro EUR= down 0.02% at $1.154.

For a full report, click on USD/
- - - -
CHINA - China's yuan hovered near a 3-1/2-year peak against the dollar on Tuesday, as investors awaited clearer signals from U.S. economic data and the monetary policy outlook to gauge the direction of the Chinese currency.
The onshore yuan CNY=CFXS strengthened 0.02% to 6.7447 per dollar by 0258 GMT, not far from the previous day's level of 
6.7429, its strongest since February 2023.

For a full report, click on CNY/
- - - -
AUSTRALIA - The Australian dollar barely budged on Tuesday after the country's central bank held interest rates steady and reiterated it would hike again if necessary, leaving markets divided on the chance of a further move.
The Aussie was a fraction lower at $0.7050 AUD=D3, having eased 0.3% overnight and away from a seven-week top of $0.7078.

For a full report, click on AUD/
- - - -
SEOUL - The South Korean won strengthened against the dollar on Tuesday.
The won was quoted at 1,415.9 per dollar on the onshore settlement platform KRW=KFTC, 0.17% higher than its previous close at 1,418.3.

For a full report, click on KRW/
- - - -
TREASURIES

NEW YORK - U.S. Treasuries rallied on Tuesday following declines in the previous session, as reports of a deal between the United States and Iran to end the conflict weighed on oil prices and fueled short-covering in the bond market.
In late morning trading, the benchmark 10-year yield slid 1.4 basis points (bps) to 4.684% <US10YT=RR>.

For a full report, click on US/
- - - -
LONDON - Euro zone bond yields fell on Tuesday, reversing an earlier rise, as oil prices edged lower after Qatar's foreign ministry spokesperson said talks between Oman and Iran on the future of shipping in the Strait of Hormuz are in an advanced stage.
Germany's 10-year bond yield DE10YT=RR was down 2 basis points to 3.15%, after climbing 5 bps on Monday on the back of rising oil prices.

For a full report, click on GVD/EUR
- - - -
TOKYO - Japanese government bond (JGB) yields rose on Monday as higher oil prices fuelled inflation concerns, while investors weighed the likelihood of a Bank of Japan interest-rate hike in September.
The benchmark 10-year JGB yield JP10YTN=JBTC rose 1.5 basis points (bps) to 2.810%.

For a full report, click on JP/
- - - -
COMMODITIES

GOLD - Gold edged lower on Tuesday, but hovered near a more than two-month peak hit earlier, with market participants awaiting key U.S. inflation figures that could shape expectations for the Federal Reserve's policy path.
Spot gold XAU= was down 0.3% at $4,376.31 per ounce at 1:50 p.m. EDT (1750 GMT), after hitting its highest level since June 5 at $4,434.84 earlier in the session in an attempt to break above the 100-day moving average, which is currently at $4,387.92.

For a full report, click on GOL/
- - - -
IRON ORE - Iron ore futures rose on Tuesday, supported by tighter short-term supply and firmer freight costs as oil prices held near one-week highs.
The most-traded September iron ore contract on China's Dalian Commodity Exchange (DCE) DCIOcv1 closed daytime trade 1.26% higher at 721.5 yuan ($106.96) a metric ton.

For a full report, click on IRONORE/
- - - -
BASE METALS - Aluminium prices climbed to a seven-week high on Tuesday as concerns over supply from the Gulf coincided with Norsk Hydro's announcement of reduced feedstock production at its Brazilian plant.
In other LME metals, copper CMCU3 was steady at $14,162 a ton, on course to close at all-time high as outflows to the U.S. ahead of potential U.S. import tariffs reduced availability.

For a full report, click on MET/L
- - - -
OIL - Oil prices edged up to a one-week high on Tuesday as doubts about a potential U.S.-Iran peace deal fueled concerns that Middle East supply disruptions would persist.
Brent futures LCOc1 rose $1.19, or 1.4%, to settle at $88.91 a barrel, while U.S. West Texas Intermediate (WTI) crude CLc1 rose $1.07, or 1.3%, to settle at $83.20.

For a full report, click on O/R
- - - -
PALM OIL - Malaysian palm oil futures rose for a second straight session on Tuesday, closing at their highest level in a little over four months as gains in rival edible oils on the Dalian exchange and in crude oil prices lent support to the market.
The benchmark palm oil contract FCPOc3 for October delivery on the Bursa Malaysia Derivatives Exchange was up 24 ringgit, or 0.51%, at 4,747 ringgit ($1,160.64) a metric ton a t the close.

For a full report, click on POI/
- - - -
RUBBER - Japanese rubber futures climbed to a two-week high on Monday as a rally in Tokyo equities boosted investor risk appetite.
The Osaka Exchange (OSE) rubber contract for January delivery JRUc6, 0#2JRU: finished 2.3 yen, or 0.5%, higher at 423.0 yen ($2.7) per kg.

For a full report, click on RUB/T
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 (Bengaluru Bureau; +91 80 6749 1130)