Monthly Archives: July 2026

Rising term premium drives Treasury sell-off, challenging Fed control and reshaping hedging and reserve strategy

Written on July 24, 2026 at 2:23 am, by

Structural Treasury-market shift is lifting long yields, breaking stock-bond hedges, and boosting gold amid fiscal strain.

Russia Raises $5.6bn as Gold Sales Cut Reserves to Lowest Since February 2020

Written on July 24, 2026 at 2:21 am, by

Russia sold 44 tonnes of gold, raising $5.6bn, pushing reserves to lowest since 2020.

BNY’s Yu Says $95 Oil May Strain Asian Importers but Buffers Limit Crisis Risk

Written on July 24, 2026 at 1:51 am, by

Oil at $95 strains Asia importers, but strong buffers limit crisis risk; watch KRW/TWD outflows, reserves.

Dollar Index Breakout Targets 101.57 as Platinum and Palladium Falter at Key Resistance Levels

Written on July 24, 2026 at 1:21 am, by

Rebounds stalled at resistance; dollar breakout targets 101.57–102.50, while platinum/palladium weaken, eyeing key supports below.

AUD/USD slides as safe-haven dollar demand offsets strong Australian jobs; markets price September Fed hike

Written on July 24, 2026 at 12:52 am, by

AUD/USD fell as safe-haven dollar strength outweighed strong Australian jobs; options strategies target 0.6948 support.

Canadian dollar tracks US tone as USD/CAD steadies near 1.40, range trading favoured

Written on July 24, 2026 at 12:51 am, by

USD/CAD stays near 1.40 fair value, neutral technically, with range trading favored amid tariff optimism.

USD/CHF hits June 2025 high as oil shock lifts dollar, bolsters Fed tightening bets

Written on July 24, 2026 at 12:22 am, by

USD/CHF hit June 2025 high as oil tensions boost Dollar, Fed hike odds rise; CHF lags.

Burnham’s Fiscal Tightrope Leaves Sterling Soft as Gilt Moves Precede October Budget

Written on July 24, 2026 at 12:21 am, by

Burnham’s cautious fiscal rhetoric steadies gilts, but thin headroom, policy costs and uncertainty keep sterling under pressure.

Gold falls below $4,050 as firmer dollar, higher oil and Fed hike bets weigh

Written on July 23, 2026 at 11:53 pm, by

Gold drops nearly 2% below $4,050 as dollar strengthens, oil surges, and Fed hike odds rise.

Dow slides 600 points as Middle East tensions and surging oil sharpen Fed hike bets

Written on July 23, 2026 at 11:51 pm, by

Dow plunges 600 amid Iran tensions; oil surges; rates jump; strategists urge Dow puts and crude calls.

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