Monthly Archives: July 2026
Mexico June Inflation Falls Sharply, Markets Price Banxico Rate Cut and Peso Weakness
Written on July 9, 2026 at 2:59 pm, by josephine
Mexico June inflation fell 0.27% versus -0.13% forecast, boosting Banxico cut odds and pressuring peso.
Mexico June core inflation undershoots, fuelling Banxico rate-cut bets and weighing on the peso
Written on July 9, 2026 at 2:58 pm, by josephine
June core inflation undershot forecasts, boosting Banxico rate-cut bets and weakening peso prospects amid higher volatility.
Nvidia Rebounds as AI Rotation Resets Valuation
Written on July 9, 2026 at 2:40 pm, by josephine
NVDA analysis: Nvidia rebounds near $204 as a lower forward P/E, record revenue and AI-chip rotation shape the next share-price setup.
Middle East tensions rattle CEE markets as NBP stays neutral and forint leads sell-off
Written on July 9, 2026 at 2:29 pm, by josephine
Middle East tensions jolted CEE markets; NBP stayed neutral, while Hungary’s forint plunged on dovish cuts.
NZD/USD Gains After RBNZ Hike, But China Data and Safe-Haven Dollar Flows Cap Upside
Written on July 9, 2026 at 2:28 pm, by josephine
NZD/USD climbed to 0.5730 after RBNZ hike, but China data and geopolitics boosted USD demand.
Sterling Hits Three-Week Highs Above 1.3400 as Fed Minutes Weigh on Dollar
Written on July 9, 2026 at 1:59 pm, by josephine
Sterling hit three-week highs above 1.3400 as dollar eased; Fed minutes, politics, and hawkish BoE supported.
South Africa Manufacturing Slump Deepens in May, Raising Risks for Rand and JSE Stocks
Written on July 9, 2026 at 1:57 pm, by josephine
South Africa manufacturing output fell 4.3% in May, pressuring rand, limiting cuts, boosting volatility, bearish equities.
EUR/CAD rebounds on German trade surplus as softer oil and Hormuz tensions weigh on loonie
Written on July 9, 2026 at 1:29 pm, by josephine
EUR/CAD rebounds as strong German trade boosts euro; weaker oil and tensions support loonie, driving volatility.
Energy Shock Spurs Hawkish ECB Repricing as Bund and OAT Yields Jump, Euro Edges Higher
Written on July 9, 2026 at 1:28 pm, by josephine
Energy shock drives hawkish ECB repricing; gas surge lifts inflation fears, yields jump, euro rises, equities risk.
Oil and Gulf tensions lift US rate expectations, keeping dollar firm and unwinding EM carry trades
Written on July 9, 2026 at 12:59 pm, by josephine
Oil spikes and Gulf tensions boost US rates and bolster hawkish Fed, firming dollar and unwinding carry trades.
