Monthly Archives: July 2026
South Africa Manufacturing Slump Deepens in May, Raising Risks for Rand and JSE Stocks
Written on July 9, 2026 at 1:56 pm, by josephine
South Africa manufacturing output fell 4.3% in May, pressuring rand, limiting cuts, boosting volatility, bearish equities.
EUR/CAD rebounds on German trade surplus as softer oil and Hormuz tensions weigh on loonie
Written on July 9, 2026 at 1:27 pm, by josephine
EUR/CAD rebounds as strong German trade boosts euro; weaker oil and tensions support loonie, driving volatility.
Energy Shock Spurs Hawkish ECB Repricing as Bund and OAT Yields Jump, Euro Edges Higher
Written on July 9, 2026 at 1:25 pm, by josephine
Energy shock drives hawkish ECB repricing; gas surge lifts inflation fears, yields jump, euro rises, equities risk.
Oil and Gulf tensions lift US rate expectations, keeping dollar firm and unwinding EM carry trades
Written on July 9, 2026 at 12:57 pm, by josephine
Oil spikes and Gulf tensions boost US rates and bolster hawkish Fed, firming dollar and unwinding carry trades.
OCBC sees US dollar rising 2–3% in second half of 2026 as oil and yields firm amid Middle East risks
Written on July 9, 2026 at 12:55 pm, by josephine
OCBC sees USD up 2–3% in 2H26 on Middle East risks; >5% needs oil>$100 or overheating.
Yen Gains as Iran Tensions Weigh on Dollar; Markets Eye Fed Risks and BoJ Tightening
Written on July 9, 2026 at 12:27 pm, by josephine
Yen strengthens as dollar weakens on Iran tensions, unanchored inflation fears; traders favor USD/JPY options hedges.
Goldman: Equity Rally Enters Earnings-Led Phase as AI Capex Broadens Beyond Big Tech
Written on July 9, 2026 at 12:25 pm, by josephine
Goldman says rally now earnings-led, not multiple-driven; high rates demand profits, AI capex broadens beyond megacaps.
EUR/USD Steadies as ECB Hike Bets Lift Yields, but Fed Narrative Keeps Downside Risk in Focus
Written on July 9, 2026 at 11:56 am, by josephine
EUR/USD stays resilient on ECB hike bets, but Fed strength may drag euro below 1.14 soon.
Kihara Vows to Cut Japan’s Debt Ratio as Yen Stays Weak and USD/JPY Holds Above 162
Written on July 9, 2026 at 11:55 am, by josephine
Japan pledges urgent monitoring, debt-to-GDP reduction to reassure markets; yen steady as traders await concrete action.
AUD/USD range-bound as RBA cut timing debate supports Aussie, with 0.6980 breakout risk rising
Written on July 9, 2026 at 11:27 am, by josephine
AUD/USD stays range-bound, muted momentum; near-term 0.6915–0.6950, support 0.6900, upside risk building amid mixed data.
