Updated
Updated · Saxo Bank · Aug 12
Crude Holds Near $90 as Korea Chip Exports Lift Markets Before CPI
Updated
Updated · Saxo Bank · Aug 12

Crude Holds Near $90 as Korea Chip Exports Lift Markets Before CPI

3 articles · Updated · Saxo Bank · Aug 12

Summary

  • VIX at 15.28 and a contango futures curve signaled calm risk appetite as markets held steady ahead of the U.S. CPI report.
  • Crude stayed firm near the prior session’s $89.67 Brent level, with traders also awaiting fresh monthly oil market reports from the IEA and OPEC later in the day.
  • South Korea remained a bright spot after chip-export strength and the tech rally pushed the Kospi sharply higher in earlier trading, reinforcing support for regional equities.
  • Bitcoin traded around $63,766 and Ethereum near $1,889, suggesting broader risk assets were stable even as investors paused for inflation data.

Insights

With AI memory shortages driving record profits, could hidden supply chain bottlenecks suddenly derail this massive Asian tech rally?
Will the aggressive expansion and massive capital influx into AI hardware eventually trigger an unexpected oversupply crash?