Monthly Archives: July 2026
Fed minutes underscore hawkish hold as committee split keeps markets braced for data-driven volatility
Written on July 9, 2026 at 3:55 pm, by josephine
Fed minutes show hawkish hold, split on hikes; inflation stubborn, jobs steady; expect volatility, positioning with options straddles.
Oil slides as US–Iran accord hastens Gulf supply return; ING sees Brent easing into 2027
Written on July 9, 2026 at 3:26 pm, by josephine
Oil prices slide on faster Persian Gulf supply recovery; demand lags. Brent seen $80 Q3, risks remain.
Mexico inflation undershoots forecasts, bolstering Banxico rate-cut bets and weighing on peso carry trades
Written on July 9, 2026 at 3:25 pm, by josephine
Mexico inflation cooled to 3.37% in June, boosting Banxico cut bets, favoring swaps, pressuring peso.
Mexico June Inflation Falls Sharply, Markets Price Banxico Rate Cut and Peso Weakness
Written on July 9, 2026 at 2:57 pm, by josephine
Mexico June inflation fell 0.27% versus -0.13% forecast, boosting Banxico cut odds and pressuring peso.
Mexico June core inflation undershoots, fuelling Banxico rate-cut bets and weighing on the peso
Written on July 9, 2026 at 2:55 pm, by josephine
June core inflation undershot forecasts, boosting Banxico rate-cut bets and weakening peso prospects amid higher volatility.
Nvidia Rebounds as AI Rotation Resets Valuation
Written on July 9, 2026 at 2:40 pm, by josephine
NVDA analysis: Nvidia rebounds near $204 as a lower forward P/E, record revenue and AI-chip rotation shape the next share-price setup.
Middle East tensions rattle CEE markets as NBP stays neutral and forint leads sell-off
Written on July 9, 2026 at 2:27 pm, by josephine
Middle East tensions jolted CEE markets; NBP stayed neutral, while Hungary’s forint plunged on dovish cuts.
NZD/USD Gains After RBNZ Hike, But China Data and Safe-Haven Dollar Flows Cap Upside
Written on July 9, 2026 at 2:25 pm, by josephine
NZD/USD climbed to 0.5730 after RBNZ hike, but China data and geopolitics boosted USD demand.
Sterling Hits Three-Week Highs Above 1.3400 as Fed Minutes Weigh on Dollar
Written on July 9, 2026 at 1:57 pm, by josephine
Sterling hit three-week highs above 1.3400 as dollar eased; Fed minutes, politics, and hawkish BoE supported.
South Africa Manufacturing Slump Deepens in May, Raising Risks for Rand and JSE Stocks
Written on July 9, 2026 at 1:55 pm, by josephine
South Africa manufacturing output fell 4.3% in May, pressuring rand, limiting cuts, boosting volatility, bearish equities.
