Monthly Archives: July 2026
USMCA review uncertainty and policy divergence lift USD/CAD bias towards 1.45 in July

Written on July 1, 2026 at 2:09 pm, by josephine
USMCA review uncertainty, stronger US dollar and dovish Bank of Canada pressure CAD; USD/CAD risks 1.45.
Dollar holds firm as US job-cut announcements drop and Fed’s Hammack keeps tightening option alive

Written on July 1, 2026 at 2:07 pm, by josephine
June job cuts fell 53%, supporting a resilient labor market, hawkish Fed stance, and firm US dollar.
EUR/JPY slips on softer Eurozone inflation as yen gains on safe-haven demand and intervention talk

Written on July 1, 2026 at 1:37 pm, by josephine
EUR/JPY slips near 185.40 as softer Eurozone inflation weighs on Euro; Yen gains on safe-haven, intervention talk.
WTI slides below $69 as US-Iran talks rekindle supply hopes and Hormuz risks linger

Written on July 1, 2026 at 1:08 pm, by josephine
Crude slides below $69 as US-Iran talk headlines spur volatility; Hormuz risks keep rebound hedges in focus.
Poland Inflation Hits NBP Target, Markets Price Rate Cuts and EUR/PLN Upside Ahead of Meeting

Written on July 1, 2026 at 1:07 pm, by josephine
Poland’s inflation hit 2.5%, shifting markets toward rate cuts and pressuring zloty; EUR/PLN upside possible.
Eurozone core HICP eases to 0.2% in June, bolstering bets on ECB rate cuts

Written on July 1, 2026 at 12:38 pm, by josephine
Eurozone core inflation cooled to 0.2% in June, boosting dovish ECB expectations, pressuring euro, supporting equities.
Eurozone core inflation undershoots forecasts, bolstering bets on ECB rate cut and weaker euro

Written on July 1, 2026 at 12:37 pm, by josephine
Eurozone core HICP hits 2.4%, below forecasts, boosting ECB rate-cut odds; bearish EUR, bullish equities outlook.
Eurozone HICP slips into deflation, fuelling ECB cut bets and lifting Bunds

Written on July 1, 2026 at 12:09 pm, by josephine
Eurozone HICP fell to -0.1% in June, boosting dovish ECB bets, supporting bonds, weakening euro.
Eurozone inflation undershoots forecasts, fuelling dovish ECB outlook and pressuring the euro

Written on July 1, 2026 at 12:08 pm, by josephine
Eurozone inflation hit 2.8% in June, undershooting forecasts, boosting ECB cut bets, weakening euro, supporting bonds, equities.
Nagel warns of persistent inflation as ECB tightening bias weighs on Bunds and the euro

Written on July 1, 2026 at 11:38 am, by josephine
Nagel warned upside inflation risks persist, keeping ECB policy biased tighter; markets underprice hikes, pressuring Bunds, Euro.