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Live Updates

23

Jul 2026
Markets brace for BEA’s US core PCE methodology revision, with limited impact on inflation trend

BEA revises PCE methodology Sept 30; core May 2026 ~15bp lower, minimal impact; traders anticipate volatility, mispricings.

23

Jul 2026
WTI tops $90 as Hormuz tension lifts supply fears and options traders turn to spreads

WTI surges above $90 on US-Iran tensions; supply disruption fears grow; traders favor spreads amid overbought signals.

23

Jul 2026
TD Securities sees oil-driven July Fed hike pricing as overstated, backs receiving July OIS

TD Securities sees July Fed hike pricing overdone; recommends receiving July OIS amid oil-driven geopolitical risk.

23

Jul 2026
EUR/GBP Slips as ECB Holds Rates, Markets Price September Hike Amid Energy and UK Uncertainty

EUR/GBP slipped near 0.8530 after ECB held rates; September hike expectations rise, boosting volatility and hedging.

23

Jul 2026
Commerzbank Sees Banxico Rate-Hike Bets Unwinding as Softer US Dollar Pulls USD/MXN Lower

Commerzbank sees limited Banxico tightening; expects repricing of hike bets, softer dollar and supportive trade to cap USD/MXN.

23

Jul 2026
Lagarde Signals Unanimous ECB Hold as July Hike Talk Raises Data-Driven Volatility Risks

Lagarde held ECB rates unanimously; no guidance, data-driven September. Traders hedge hawkish risk, expect volatility, widen spreads.

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