Monthly Archives: July 2026
Euro slips as ECB holds rates and Middle East tensions lift dollar, oil and Fed hike bets

Written on July 23, 2026 at 4:23 pm, by josephine
EUR/USD near 1.1385 as ECB holds rates; Middle East conflict boosts dollar, oil; traders favor puts.
US jobless claims hit 1969 low as dollar firms and rate-cut expectations recede

Written on July 23, 2026 at 4:21 pm, by josephine
Jobless claims hit 187,000, lowest since 1969; dollar firm, yields may rise, traders eye USD longs.
Australian dollar’s rally cools as markets await CPI and RBA signals, AUD/USD seen near 0.70

Written on July 23, 2026 at 3:51 pm, by josephine
AUD gains fade as data and RBA signals steer direction; AUD/USD likely consolidates near 0.70.
Commerzbank Sees Yen Recovering as Fed Cuts Loom, Targeting USD/JPY 145 and EUR/JPY 175

Written on July 23, 2026 at 3:23 pm, by josephine
Commerzbank sees yen recovery as Fed cuts and BOJ normalizes, targeting USD/JPY 145, EUR/JPY 175.
Mexico’s Early-July Inflation Misses Forecast, Stoking Banxico Rate-Cut Bets and Peso Watch

Written on July 23, 2026 at 3:21 pm, by josephine
Mexico’s first-half July inflation rose 0.07%, below forecasts, boosting Banxico easing bets and MXN swap focus.
Mexico core inflation meets forecasts, reinforcing Banxico rate-cut path and shaping swaps, bonds and peso options

Written on July 23, 2026 at 2:51 pm, by josephine
Mexico’s core inflation matched forecasts, supporting Banxico rate cuts and favoring TIIE receivers, Mbonos longs, USD/MXN calls.
Gold slips as stronger dollar offsets geopolitical haven bid; oil rallies on Strait disruption fears

Written on July 23, 2026 at 2:22 pm, by josephine
Gold slips as dollar and yields rise, while oil rallies on Middle East tensions and shipping risks.
India’s M3 growth eases to 12.5%, signalling tighter liquidity and potential volatility for banks and derivatives

Written on July 23, 2026 at 1:53 pm, by josephine
India’s M3 growth slowed to 12.5%, signaling tighter liquidity, pressuring banks, boosting volatility, and options costs.
Euro-Zone Yields Hit Year-to-Date Highs as Markets Price Further ECB Rate Rises

Written on July 23, 2026 at 1:52 pm, by josephine
Euro-zone yields hit year-to-date highs as hawkish ECB expectations rise; energy prices support euro, volatility strategies.
Dollar and oil rise together as equities slip, with traders watching claims and gas data

Written on July 23, 2026 at 1:21 pm, by josephine
Markets turned risk-off as dollar and crude rose together, bonds fell; watch claims, gas storage, 2-year/equity setups.