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3

Jul 2026
Oil slides as US–Iran talks fuel supply hopes; Commerzbank eyes EIA forecasts and OPEC+ quotas

Oil prices slide on US–Iran optimism; Commerzbank cites sentiment-driven glut fears, watching EIA forecasts and OPEC+.

3

Jul 2026
USD/JPY Near 1986 Highs as Stretched Positioning Heightens Yen Intervention Risks

USD/JPY near 1986 highs raises intervention risk; crowded dollar longs/yen shorts may unwind, driving volatility and reversal.

3

Jul 2026
USD/JPY rebounds as Japan intervention fears return amid softer US jobs data and carry trade support

USD/JPY rebounded near 161.25 as intervention fears persisted; softer US payrolls steadied dollar, carry trades supported upside.

3

Jul 2026
Wells Fargo sees rising Japanese wages cementing BoJ normalisation path, September rate rise in focus

Wells Fargo sees Japan wage gains sustaining inflation, supporting BoJ normalization, September rate hike, yen strength.

3

Jul 2026
BoE July Hold Seen as Firms Signal Persistent UK Price and Wage Pressures, Supporting Sterling

UK firms see inflation easing but price and wage pressures persist; BoE likely hawkish hold, supporting sterling.

3

Jul 2026
Societe Generale warns euro zone inflation may re-accelerate as energy shock pass-through lags into 2026

SocGen says lower Brent cuts headline inflation near-term, but delayed energy pass-through may lift core, food in 2026.

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