Live Updates

1

Jul 2026
US Manufacturing PMI Miss Spurs Dovish Fed Bets, Higher Volatility Hedges and EUR/USD Longs

ISM Manufacturing PMI slipped to 53.3 in June, easing Fed hike odds, boosting volatility hedges, dollar weakness.

1

Jul 2026
US ISM manufacturing new orders edge lower in June, hinting at cooling demand and softer Fed outlook

US ISM new orders eased to 56.0, signaling slower growth; investors consider hedges, fewer Fed hikes.

1

Jul 2026
US ISM manufacturing jobs gauge rises in June, easing contraction and reinforcing higher-for-longer bets

US ISM manufacturing employment rose to 49.7 in June, signaling slowing job declines and soft-landing optimism.

1

Jul 2026
USD/CHF pares gains as Warsh dampens guidance, with NFP looming and geopolitics supporting dollar

USD/CHF dips after Warsh; Fed guidance unclear, NFP looms, volatility favored amid geopolitics and Swiss strength.

1

Jul 2026
Fed’s Warsh rules out forward guidance, reaffirms 2% inflation resolve as markets weigh AI impact

Warsh rejects Fed forward guidance, prioritizes 2% inflation, weighing AI impacts; low VIX favors options ahead.

1

Jul 2026
OCBC trims end-2026 gold and silver targets as higher real yields and firmer dollar weigh

OCBC cuts 2026 gold, silver forecasts on strong dollar, higher yields; maintains bullish medium-term outlook.

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.

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