Monthly Archives: July 2026
ECB Holds Rates at 2.25% as Lagarde Keeps Options Open Ahead of September Hike Expectations
Written on July 23, 2026 at 8:25 pm, by josephine
ECB holds rates at 2.25%, signals optionality; traders may position for underpriced September 25bp hike.
Markets brace for BEA’s US core PCE methodology revision, with limited impact on inflation trend
Written on July 23, 2026 at 7:57 pm, by josephine
BEA revises PCE methodology Sept 30; core May 2026 ~15bp lower, minimal impact; traders anticipate volatility, mispricings.
WTI tops $90 as Hormuz tension lifts supply fears and options traders turn to spreads
Written on July 23, 2026 at 7:55 pm, by josephine
WTI surges above $90 on US-Iran tensions; supply disruption fears grow; traders favor spreads amid overbought signals.
TD Securities sees oil-driven July Fed hike pricing as overstated, backs receiving July OIS
Written on July 23, 2026 at 7:25 pm, by josephine
TD Securities sees July Fed hike pricing overdone; recommends receiving July OIS amid oil-driven geopolitical risk.
EUR/GBP Slips as ECB Holds Rates, Markets Price September Hike Amid Energy and UK Uncertainty
Written on July 23, 2026 at 6:57 pm, by josephine
EUR/GBP slipped near 0.8530 after ECB held rates; September hike expectations rise, boosting volatility and hedging.
Commerzbank Sees Banxico Rate-Hike Bets Unwinding as Softer US Dollar Pulls USD/MXN Lower
Written on July 23, 2026 at 6:55 pm, by josephine
Commerzbank sees limited Banxico tightening; expects repricing of hike bets, softer dollar and supportive trade to cap USD/MXN.
Lagarde Signals Unanimous ECB Hold as July Hike Talk Raises Data-Driven Volatility Risks
Written on July 23, 2026 at 6:25 pm, by josephine
Lagarde held ECB rates unanimously; no guidance, data-driven September. Traders hedge hawkish risk, expect volatility, widen spreads.
Lagarde Says ECB Holds Rates as Energy and Climate Risks Keep Inflation Bias to Upside
Written on July 23, 2026 at 5:55 pm, by josephine
Lagarde said ECB held rates steady in July, warning energy shocks and climate events could raise inflation.
Lagarde Holds ECB Rates as Energy Inflation Persists, Euro Seen Firmer and AI Boosts Services
Written on July 23, 2026 at 5:26 pm, by josephine
ECB holds rates as activity tentatively improves; energy shock keeps inflation high, boosting euro, bond, energy volatility, tech.
Yen hovers near record lows as USD/JPY tops 163 on energy shock and yield divergence
Written on July 23, 2026 at 5:25 pm, by josephine
Yen hovers near historic lows as energy costs and yield gaps push USD/JPY above 163, intervention risk.
