Live Updates

1

Jul 2026
US Manufacturing PMI Miss Spurs Defensive Equity Hedges and Volatility Bets, Boosting Bond Appeal

US manufacturing PMI missed forecasts, signaling cooling growth; investors turn defensive, hedge volatility, rotate sectors, favor bonds, and short commodities.

1

Jul 2026
Yen near 1986 lows as carry trades build and intervention risk grows around 165

Yen nears 1986 lows despite strong Tankan; crowded shorts and carry trades raise intervention, reversal risks.

1

Jul 2026
ING warns UK inflation risks keep sterling rates sensitive as markets price higher BoE terminal rate

Sterling rates remain highly sensitive to inflation and fiscal plans, as markets reprice BoE expectations quickly.

1

Jul 2026
Nordea: Softer euro zone inflation dims July ECB hike odds as markets price a prolonged hold

Nordea: softer eurozone June inflation lowers July ECB hike odds, but sticky core and wages pose risks.

1

Jul 2026
Brazil manufacturing PMI returns to expansion in June, raising Ibovespa and real prospects, complicating rate-cut bets

Brazil’s manufacturing PMI rebounded to 50.8 in June, signaling growth, boosting equities, real, and rate-cut doubts.

1

Jul 2026
OCBC flags modest dollar upside as Warsh, US payrolls and ECB caution shape policy divergence

OCBC sees modest USD upside as Warsh, payrolls, and steady labor data contrast with softer ECB stance.

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