Monthly Archives: July 2026

SocGen sees extended USMCA renegotiations, with annual reviews keeping pressure on rules of origin and China content

Written on July 3, 2026 at 10:01 am, by

Societe Generale expects USMCA renegotiations to drag on, driving headline volatility, but deep integration supports eventual compromise.

Dollar Index steadies as softer US payrolls shift Fed bets; euro and gold gain

Written on July 3, 2026 at 10:00 am, by

DXY near 100.90 as softer payrolls spark Fed pivot, weaken dollar; euro and gold rise.

AUD/USD edges higher after soft US payrolls but remains capped below 0.7000

Written on July 3, 2026 at 9:31 am, by

AUD/USD rebounded after weak US payrolls, but stayed rangebound below 0.7000, maintaining broader downtrend.

WTI slides to 18-week low as oversupply erases war premium and cools inflation outlook

Written on July 3, 2026 at 9:30 am, by

WTI hits 18-week low as oversupply, weak demand erase war premium; traders eye $70-$72 resistance, $65 support.

Dollar Index slips after weak US payrolls, as yen rebound stokes intervention speculation

Written on July 3, 2026 at 9:00 am, by

Softer US jobs data weakened DXY, trimming September hike odds; yen rebounded on intervention fears, pressuring dollar.

US oil rig count rises to 445 as higher crude prices bolster drilling appetite

Written on July 3, 2026 at 8:59 am, by

Baker Hughes says US oil rigs rose to 445, indicating producer confidence, disciplined supply growth, and steady prices.

Sterling Rises as Weak US Payrolls Slash Fed Hike Bets, Boosting GBP/USD Options Demand

Written on July 3, 2026 at 8:31 am, by

Sterling climbed as weak US payrolls slashed Fed hike odds, boosting GBP/USD; traders eye call options.

Wall Street Rotates to Industrials as Weak Payrolls Lift Dow, Pressure Nasdaq

Written on July 3, 2026 at 8:30 am, by

June payrolls miss sparks US stock divergence: Dow hits record, Nasdaq slips; rotation to industrials, Fed steady.

BNY Warns Crowded Yen and Won Shorts as Policy and AI Supply Chain Risks Loom

Written on July 3, 2026 at 8:01 am, by

BNY says JPY/KRW longs capitulated; weak USD carry, cheaper oil, and policy/geopolitical signals could spark rebound.

AUD/USD edges higher as softer US jobs data dents Fed hike bets, Aussie trade caps gains

Written on July 3, 2026 at 8:00 am, by

AUD/USD nears 0.6930 as soft US jobs weaken dollar; Australia trade data caps gains, options favored.

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