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Monthly Archives: July 2026

US mortgage applications rebound 1.9%, signalling resilient housing demand and higher-for-longer rate risks

Written on July 22, 2026 at 1:55 pm, by

Mortgage applications rose 1.9% week ending July 17, signaling resilient housing demand and higher-for-longer rates outlook.

US stocks rally as tech leads, while Treasury yields rise and markets brace for SPCX catalysts

Written on July 22, 2026 at 1:27 pm, by

US stocks surge on tech; yields rise, oil and gold jump; caution urged ahead SPCX catalysts.

Gold rebounds as semiconductor unwind and central-bank demand lift bullion towards 200-day moving average resistance

Written on July 22, 2026 at 1:25 pm, by

Gold rebounds as semiconductor flows unwind; central banks underpin demand, but breakout awaits 200-day resistance test.

Semiconductor stocks rebound ahead of Alphabet, Intel and Texas Instruments results as AI capex scrutiny grows

Written on July 22, 2026 at 12:56 pm, by

Semis rebounded sharply ahead of key tech earnings, but AI capex, cash-flow, and monetization risks persist.

MUFG Warns Tariff Shift May Lift FX Volatility, With USD/Asia Seen Most Vulnerable

Written on July 22, 2026 at 12:27 pm, by

MUFG warns Section 122 expiry may revive tariff uncertainty via Section 301, boosting FX volatility, especially USD/Asia.

Brent Hits $94 as Iran Tensions and Red Sea Shipping Risks Lift Oil, Test Equities

Written on July 22, 2026 at 12:25 pm, by

Brent tops $94 amid Iran tensions and shipping risks; stocks steady; traders eye oil calls, GBP straddles.

USD/CHF Slides as US-Iran Tensions Lift Dollar and Raise Red Sea Energy Supply Concerns

Written on July 22, 2026 at 11:57 am, by

USD/CHF near 0.8120 as Middle East tensions boost dollar; SNB stays at 0%, options favor upside.

European stocks firm as UK inflation cools, oil jumps on Iran strikes, tech capex in focus

Written on July 22, 2026 at 11:55 am, by

European stocks firmed as UK inflation stayed sticky; oil surged on Iran strikes, boosting yields, volatility.

Sterling Slides Below $1.34 on Fiscal Flexibility Talk as CPI Mix Clouds BoE Outlook

Written on July 22, 2026 at 11:27 am, by

Sterling dips below $1.34 on fiscal flexibility fears; mixed UK CPI and oil spike signal volatility.

Brent Seen Undervalued as Middle East and Black Sea Disruptions Threaten August Supply Squeeze

Written on July 22, 2026 at 11:25 am, by

Supply disruptions in Red Sea, Persian Gulf, and CPC Black Sea terminal could push Brent above $95.

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