Monthly Archives: July 2026
BoE Holds 3.75% Rate as Dissent Rises, SONIA Futures Seen Undervalued
Written on July 30, 2026 at 9:56 pm, by josephine
BoE held Bank Rate at 3.75% as inflation outlook fell; traders eye mispriced SONIA futures, hedged steepeners.
US shares rebound on Microsoft-led tech surge as breadth thins and bond yields hit 2007 highs
Written on July 30, 2026 at 9:54 pm, by josephine
Nasdaq rebounded but breadth stayed thin; Microsoft-led surge masked rising yields, weak GDP, and downside risks.
Dollar index slides as yen surges on intervention talk and weak US data lifts volatility
Written on July 30, 2026 at 9:25 pm, by josephine
DXY slid as yen surged on intervention rumours; softer US data boosted volatility, favouring options hedges.
Malaysia GDP accelerates as Bank Negara seen holding rates; subsidy shield keeps inflation contained
Written on July 30, 2026 at 9:24 pm, by josephine
Malaysia Q2 GDP rose 5.8%, inflation 2%; BNM likely holds 2.75%, supporting swaps, equities, ringgit options.
Sterling gains as Bank of England holds rates amid yen-led dollar slide and softer US data
Written on July 30, 2026 at 8:55 pm, by josephine
Pound climbs as BoE holds rates but turns hawkish; yen intervention sinks dollar amid softer US data.
EUR/USD climbs as Eurozone GDP beats forecasts while US growth and PCE inflation soften
Written on July 30, 2026 at 8:54 pm, by josephine
EUR/USD climbed near 1.1460 as strong Eurozone GDP beat forecasts while softer US GDP and PCE weakened.
US 4-week Treasury bill yield slips to 3.63% as markets price deeper Fed rate cuts
Written on July 30, 2026 at 8:25 pm, by josephine
4-week Treasury bill yield drops to 3.63%, signaling Fed easing expectations; consider long SOFR futures, equity calls.
Fed holds rates as three hawks dissent, long-end yields climb ahead of Jackson Hole
Written on July 30, 2026 at 8:24 pm, by josephine
Fed held rates; statement barely changed but 9-3 vote, 30-year yields surged, volatility bets ahead.
AUD/JPY slides as yen surges, stoking intervention bets ahead of Bank of Japan decision
Written on July 30, 2026 at 7:55 pm, by josephine
AUD/JPY slid as yen surged on intervention talk; focus shifts to BoJ, Tokyo data, and volatility.
Bank of England holds Bank Rate at 3.75% as hawkish tilt keeps easing bets in check
Written on July 30, 2026 at 7:54 pm, by josephine
Bank of England holds 3.75% in 6-3 vote, hawkish tilt; traders favor SONIA shorts and inflation hedges.
