Monthly Archives: July 2026
Nasdaq 100 eyes July CPI and mega-cap earnings as rate-hike risks and AI capex bite
Written on July 8, 2026 at 5:23 pm, by josephine
Nasdaq 100 pulls back; hawkish Fed and AI-capex worries lift volatility as CPI and earnings drive direction.
US equities slide as US–Iran hostilities resume, lifting oil and fuelling volatility bets
Written on July 8, 2026 at 5:22 pm, by josephine
US equities slid as US-Iran ceasefire ended; oil jumped, volatility opportunities rose, and tech/semiconductor risks intensified.
New York Fed Inflation Expectations Rise as Hotter CPI Spurs September Fed Hike Repricing
Written on July 8, 2026 at 4:52 pm, by josephine
New York Fed survey signals rising inflation worries; hot CPI sparks market repricing, boosting hike odds and volatility.
Dow hits record high on softer jobs data as markets pivot to Fed, earnings and CPI
Written on July 8, 2026 at 4:51 pm, by josephine
Dow hits record highs on soft jobs data; Q2 earnings and inflation may trigger volatility, sector rotation.
Canada trade surplus hits four-year high as record exports lift growth and support loonie
Written on July 8, 2026 at 4:23 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 4:22 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 3:53 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 3:51 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 3:22 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 3:21 pm, by josephine
RBNZ hikes OCR to 2.50%, signals more rises; NZD dips on tensions, creating bullish relative-value opportunities.
