Monthly Archives: July 2026
IMF Cuts 2026 Global Growth View as Inflation Re-accelerates, Raising Stagflation Risks for Equities
Written on July 9, 2026 at 5:29 pm, by josephine
IMF cuts 2026 growth to 3.0% as inflation rises, raising stagflation risks, prompting defensive equity positioning.
USD/CAD Holds Near 1.4170 as Softer Oil Weighs on Loonie, US Dollar Drifts Lower
Written on July 9, 2026 at 5:28 pm, by josephine
USD/CAD holds near 1.4170 as softer oil pressures loonie, offset by broad US dollar weakness.
US jobs market slack hidden by falling participation rate, raising risks of sudden unemployment jump
Written on July 9, 2026 at 4:59 pm, by josephine
US jobs data weak: payrolls slowing, household employment falling; lower participation masks slack, risking unemployment spike.
DBS Flags Tactical Duration Opportunity in Indian Gilts as Geopolitics Lifts Asia Yields
Written on July 9, 2026 at 4:57 pm, by josephine
Geopolitical jitters lifted Asian yields; DBS sees India’s sell-off as macro overreaction, favoring 10-year duration entry.
USD/JPY slips as softer dollar lifts yen, with intervention risk and oil-driven inflation in focus
Written on July 9, 2026 at 4:29 pm, by josephine
USD/JPY dips near 162.45; intervention risk rises, while wide US-Japan rate gap and oil strengthen dollar.
Koruna weakens as CNB tracks ECB, fuelling calls for domestic stimulus and policy divergence
Written on July 9, 2026 at 4:28 pm, by josephine
Koruna weakens despite CNB tracking ECB; falling inflation may enable divergence, stimulus hopes fueling bullish EUR/CZK trades.
ECB accounts flag upside inflation risks, keeping rate expectations elevated amid energy price uncertainty
Written on July 9, 2026 at 3:59 pm, by josephine
ECB minutes highlight upside inflation risks, energy uncertainty, and potentially higher Eurozone rates, boosting volatility and hawkish surprises.
Fed minutes underscore hawkish hold as committee split keeps markets braced for data-driven volatility
Written on July 9, 2026 at 3:58 pm, by josephine
Fed minutes show hawkish hold, split on hikes; inflation stubborn, jobs steady; expect volatility, positioning with options straddles.
Oil slides as US–Iran accord hastens Gulf supply return; ING sees Brent easing into 2027
Written on July 9, 2026 at 3:29 pm, by josephine
Oil prices slide on faster Persian Gulf supply recovery; demand lags. Brent seen $80 Q3, risks remain.
Mexico inflation undershoots forecasts, bolstering Banxico rate-cut bets and weighing on peso carry trades
Written on July 9, 2026 at 3:28 pm, by josephine
Mexico inflation cooled to 3.37% in June, boosting Banxico cut bets, favoring swaps, pressuring peso.
