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9

Jul 2026
Oil and Gulf tensions lift US rate expectations, keeping dollar firm and unwinding EM carry trades

Oil spikes and Gulf tensions boost US rates and bolster hawkish Fed, firming dollar and unwinding carry trades.

9

Jul 2026
OCBC sees US dollar rising 2–3% in second half of 2026 as oil and yields firm amid Middle East risks

OCBC sees USD up 2–3% in 2H26 on Middle East risks; >5% needs oil>$100 or overheating.

9

Jul 2026
Yen Gains as Iran Tensions Weigh on Dollar; Markets Eye Fed Risks and BoJ Tightening

Yen strengthens as dollar weakens on Iran tensions, unanchored inflation fears; traders favor USD/JPY options hedges.

9

Jul 2026
Goldman: Equity Rally Enters Earnings-Led Phase as AI Capex Broadens Beyond Big Tech

Goldman says rally now earnings-led, not multiple-driven; high rates demand profits, AI capex broadens beyond megacaps.

9

Jul 2026
EUR/USD Steadies as ECB Hike Bets Lift Yields, but Fed Narrative Keeps Downside Risk in Focus

EUR/USD stays resilient on ECB hike bets, but Fed strength may drag euro below 1.14 soon.

9

Jul 2026
Kihara Vows to Cut Japan’s Debt Ratio as Yen Stays Weak and USD/JPY Holds Above 162

Japan pledges urgent monitoring, debt-to-GDP reduction to reassure markets; yen steady as traders await concrete action.

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