Monthly Archives: July 2026
Pound and gilts rise on Chancellor speculation, but OCBC sees EUR/GBP rebounding towards 0.87

Written on July 16, 2026 at 5:22 pm, by josephine
Pound and gilts rose on fiscally conservative Chancellor talk, but debt limits may lift EUR/GBP toward 0.87.
GBP/JPY slips from 2007 high as sterling steadies and yen intervention risk looms

Written on July 16, 2026 at 5:21 pm, by josephine
GBP/JPY slips from 2007 high as oil and yields support Sterling, but Japan intervention risks volatility.
US Retail Sales Rise 0.2% in June as Consumer Spending Stays Resilient, Dollar Steady

Written on July 16, 2026 at 4:52 pm, by josephine
US retail sales rose 0.2% in June, up 6.7% annually, signaling resilient consumer spending.
US retail sales growth cools in June, fuelling rate-cut bets and defensive positioning

Written on July 16, 2026 at 4:51 pm, by josephine
June US retail sales growth eased to 6.7% from 6.9%, signaling cooling demand and shifting rate expectations.
US continuing jobless claims undershoot forecasts, keeping Fed rate-cut bets in check

Written on July 16, 2026 at 4:22 pm, by josephine
Continuing jobless claims fell to 1.805m, signalling labor resilience, limiting Fed cuts; traders target higher yields, volatility.
US ex-autos retail sales fall 0.2% in June, bolstering bets on faster Fed cuts

Written on July 16, 2026 at 4:21 pm, by josephine
June retail sales ex-autos fell 0.2%, signaling cooling demand; traders reposition for 2026 rate cuts, softer dollar.
Philadelphia Fed Survey Jumps in July, Fuelling Rate Repricing, Yield-Curve Bets and Dollar Strength

Written on July 16, 2026 at 3:51 pm, by josephine
Philadelphia Fed manufacturing index surged to 41.4 in July, beating forecasts, boosting rate, dollar, and cyclical bets.
US jobless claims four-week average falls to 214,250, fuelling expectations of Fed rate volatility

Written on July 16, 2026 at 3:22 pm, by josephine
Four-week U.S. jobless claims average fell to 214.25K, signaling resilience, boosting dollar, suppressing volatility, shaping trade strategies.
US jobless claims undershoot forecasts, reinforcing labour resilience and bolstering higher-for-longer rate expectations

Written on July 16, 2026 at 3:21 pm, by josephine
Jobless claims fell to 208,000, beating forecasts, reinforcing labor resilience and supporting higher-for-longer Fed rates.
US dollar steadies near one-month low as softer inflation shifts Fed rate expectations

Written on July 16, 2026 at 2:52 pm, by josephine
Dollar steadied near one-month low after soft CPI/PPI; traders eye rebound via calls, EUR/USD premiums, straddles.