Monthly Archives: July 2026
US five-year inflation expectations ease to 3.3%, complicating Fed rate-cut outlook
Written on July 17, 2026 at 7:22 pm, by josephine
University of Michigan five-year inflation expectations eased to 3.3% in July, shaping policy, bonds, equities, dollar.
Michigan Consumer Sentiment Beats Forecast, Testing Rate-Cut Hopes and Lifting Yield and Dollar Outlook
Written on July 17, 2026 at 7:21 pm, by josephine
Michigan consumer sentiment rose to 54.4 in July, beating forecasts and signaling resilience that may delay rate cuts.
ING sees dollar implied volatility at post-2021 low, warning of upside risk despite calm markets
Written on July 17, 2026 at 6:51 pm, by josephine
ING: DXY one-month implied volatility sinks below 5.5%, near 2021 lows; calm may soon reverse.
TD Securities Sees ECB Holding at 2.25% in July, Keeping September Hike Option Open
Written on July 17, 2026 at 6:22 pm, by josephine
TD expects ECB to hold 2.25% in July, stay data-dependent; September hike possible, limited EUR/USD impact.
US industrial production misses forecasts, fuelling rate-cut bets and cross-asset hedging strategies
Written on July 17, 2026 at 5:52 pm, by josephine
US industrial production rose 0.1% in June, missing forecasts, signaling cooling manufacturing and boosting rate-cut trades.
USD/CAD Slips as Oil Rally Lifts Loonie, while Fed Hike Bets Support Greenback
Written on July 17, 2026 at 5:51 pm, by josephine
USD/CAD slips near one-month low as oil surges on Hormuz tensions, boosting loonie; traders brace.
Burnham pitches pro-business Labour platform, flags strategic intervention as sterling holds steady
Written on July 17, 2026 at 5:22 pm, by josephine
Burnham pitches pro-business Labour, unity and tolerance, hints strategic intervention; sterling steady, traders brace regulatory risks.
EUR/GBP rebounds to 0.850 as sterling rally fades; ING sees drift towards 0.870
Written on July 17, 2026 at 5:21 pm, by josephine
Sterling rally fades; EUR/GBP rebounds to 0.850, still undervalued. ING expects drift to 0.870 by end-summer.
US import prices accelerate to 7.1% in June, raising higher-for-longer Fed expectations
Written on July 17, 2026 at 4:52 pm, by josephine
US import prices rose 7.1% in June, signaling intensifying imported inflation, higher-for-longer rates, and volatility.
Dollar Holds Firm as Middle East Escalation, Robust US Data and Oil Shock Risk Support Greenback
Written on July 17, 2026 at 4:51 pm, by josephine
Middle East conflict and strong US data bolster resilient dollar; energy shock risk prompts defensive hedging strategies.
