Monthly Archives: July 2026
US ISM services input prices ease in June, boosting rate-cut hopes and supporting bonds, equities
Written on July 6, 2026 at 6:26 pm, by josephine
ISM services input prices cooled in June, easing inflation fears; markets eye Fed pause, lower yields, weaker dollar.
US ISM Services PMI Holds at 54 in June, Supporting Fed Higher-for-Longer Stance
Written on July 6, 2026 at 6:25 pm, by josephine
June ISM Services PMI held at 54, signaling steady expansion; supports higher Fed rates, lower volatility.
ISM Services Employment Rebounds Above 50, Challenging Fed Rate-Cut Expectations
Written on July 6, 2026 at 5:56 pm, by josephine
ISM services employment rebounded to 51.2, signaling expansion, delaying Fed cuts and boosting yields, dollar, volatility.
US ISM services new orders cool in June, boosting rate-cut bets and volatility hedging strategies
Written on July 6, 2026 at 5:55 pm, by josephine
ISM Services New Orders fell to 55.1 in June, signaling cooling demand, boosting rate-cut odds, volatility trades.
USD/CAD Holds Near 1.4215 as USMCA Non-Renewal Sustains Loonie Softness, Scotiabank Says
Written on July 6, 2026 at 5:27 pm, by josephine
USD/CAD consolidates near 1.4215 as trade uncertainty, weak Canada data, and overbought USD keep CAD pressured.
US Composite PMI Miss Fans Volatility Bets, Boosts Rate-Cut Hopes and Defensive Sector Shift
Written on July 6, 2026 at 5:25 pm, by josephine
June U.S. Composite PMI slipped to 51.9, missing forecasts, fueling volatility hedges and defensive sector rotations.
US Services PMI Misses Forecast, Signals Cooling Growth and Shifts Markets Towards Defensive Positioning
Written on July 6, 2026 at 4:56 pm, by josephine
US services PMI dipped to 51.2, signaling slowing growth; investors may turn defensive, favoring volatility strategies.
Sterling-Yen hits 2008 high as yield gap fuels carry trades, intervention risk lingers
Written on July 6, 2026 at 4:55 pm, by josephine
GBP/JPY hits 216.75, highest since 2008, as weak yen fuels carry trades despite intervention risks.
OPEC+ Approves August Quota Rise, Pressuring Brent and WTI and Reinforcing Disinflation Bets
Written on July 6, 2026 at 4:25 pm, by josephine
OPEC+ boosts August quotas 188,000 bpd, pressuring crude; Brent near $72; traders favor bearish puts strategies.
Societe Generale sees US dollar uptrend resuming as growth, inflation and oil favour America through 2026 H2
Written on July 6, 2026 at 3:55 pm, by josephine
Societe Generale sees dollar strength lasting into 2026, driven by US growth, sticky inflation, and oil advantages.
