Monthly Archives: July 2026

NZD/USD Gains After RBNZ Hike, But China Data and Safe-Haven Dollar Flows Cap Upside

Written on July 9, 2026 at 2:22 pm, by

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 1:53 pm, by

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 1:51 pm, by

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 1:22 pm, by

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 1:21 pm, by

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 12:52 pm, by

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

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

Written on July 9, 2026 at 12:51 pm, by

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

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

Written on July 9, 2026 at 12:23 pm, by

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

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

Written on July 9, 2026 at 12:22 pm, by

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

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

Written on July 9, 2026 at 11:52 am, by

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

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