Monthly Archives: July 2026
Canada trade surplus hits four-year high as record exports lift growth and support loonie

Written on July 8, 2026 at 4:28 pm, by josephine
Canada hits four-year high trade surplus as record exports surge; energy falls, loonie supported, BoC hawkish.
WTI climbs towards $73 as Hormuz tensions lift supply risk and oil volatility index jumps

Written on July 8, 2026 at 4:27 pm, by josephine
WTI climbed near $73 as Hormuz tensions and collapsed US-Iran talks lifted volatility, tightening supplies.
Dollar demand on Middle East tensions lifts USD/JPY near 40-year highs, oil surge weighs on yen

Written on July 8, 2026 at 3:59 pm, by josephine
Middle East conflict lifts dollar and oil, weighing yen; USD/JPY near 40-year highs amid volatility, intervention risk.
Rabobank Sees Sterling Support from Sticky Inflation, but Politics and Debt Could Lift EUR/GBP to 0.87

Written on July 8, 2026 at 3:58 pm, by josephine
Sterling’s strength rests on sticky inflation and M&A, but politics, debt, and weak growth threaten losses.
ING sees Le Pen bid largely priced in, euro downside risks linger; EUR/SEK to ease later in year

Written on July 8, 2026 at 3:29 pm, by josephine
Le Pen’s 2027 bid seen priced in; limited euro catalysts, mild downside; Sweden inflation muted, EUR/SEK elevated.
RBNZ Restarts Rate-Hike Cycle, Signals Further Tightening as Kiwi Rally Fades on Geopolitics

Written on July 8, 2026 at 3:28 pm, by josephine
RBNZ hikes OCR to 2.50%, signals more rises; NZD dips on tensions, creating bullish relative-value opportunities.
NBP seen holding rates at 3.75% as inflation risks weigh on zloty and cut bets

Written on July 8, 2026 at 2:59 pm, by josephine
ING expects NBP to hold 3.75% rates, delaying cuts amid inflation risks; zloty pressured, EUR/PLN tested.
Canadian dollar firms as oil rally lifts loonie, with jobs data and Fed minutes in focus

Written on July 8, 2026 at 2:28 pm, by josephine
Canadian dollar strengthens as oil rallies on geopolitics; traders await Canada jobs data and central-bank signals.
Gold slips towards $4,050 as dollar strengthens on US-Iran tensions and higher Treasury yields

Written on July 8, 2026 at 1:59 pm, by josephine
Gold slips to $4,050 as dollar, yields rise on US-Iran tensions; traders favor bearish options strategies.
BNY iFlow Flags Inflation-Biased US Equity Positioning Despite Falling Breakevens

Written on July 8, 2026 at 1:58 pm, by josephine
BNY finds equity flows still inflation-tilted despite falling breakevens; investors stay defensive, favoring options amid uncertainty.