Monthly Archives: July 2026
US demand surge challenges rate-cut bets as Q2 GDP growth slows to 1.5%
Written on July 31, 2026 at 6:24 pm, by josephine
Q2 GDP slowed to 1.5%, but private demand surged 3.9%, challenging near-term Fed rate-cut expectations.
Michigan Consumer Expectations Beats Forecast, Bolstering Higher-for-Longer Fed Rate Outlook
Written on July 31, 2026 at 5:54 pm, by josephine
Michigan Consumer Expectations beat July forecasts at 55.4, bolstering consumer resilience and supporting higher-for-longer rate bets.
US consumer sentiment beats forecasts in July, lifting demand and policy outlook signals
Written on July 31, 2026 at 5:54 pm, by josephine
US consumer sentiment rose in July, with Michigan index at 55.2, above 54 forecast, boosting outlook.
Michigan survey shows US five-year inflation expectations steady at 3.3%, keeping Fed stance restrictive
Written on July 31, 2026 at 5:25 pm, by josephine
Michigan survey shows July five-year inflation expectations steady at 3.3%, easing volatility and supporting higher-for-longer Fed.
Dollar Resilience Sets GBP/USD, EUR/USD Downside Targets as Metals and Grains Volatility Looms
Written on July 31, 2026 at 5:24 pm, by josephine
Trade session highlights: fading GBP/EUR rallies, dollar-metal correlation, USD/JPY and AAPL tops, Grains Report volatility.
July Rotation Hits Asia Hard as Europe Holds Highs; Options Shift to US Tech and Oil
Written on July 31, 2026 at 4:54 pm, by josephine
July saw sharp equity leadership rotation: Asia slumped, Europe resilient, US tech mixed; August favors options hedges.
Fed, BoE and BoJ Hold Rates but Signal Inflations Risks from Energy, Yen and AI Demand
Written on July 31, 2026 at 4:25 pm, by josephine
Fed, BoE, BoJ hold rates, but split votes and guidance signal rising inflation risks, prompting hedging.
USD/JPY Whipsaws on Suspected Japan Intervention as BoJ Hawkish Tilt Lifts Yen Support
Written on July 31, 2026 at 4:24 pm, by josephine
USD/JPY whipsawed on suspected Japan intervention as BoJ hawkishness lifted hike odds, supporting yen-strength options.
Sterling slips as BoE September hike odds fall and Middle East tensions lift dollar
Written on July 31, 2026 at 3:55 pm, by josephine
Sterling dipped near 1.3445 as BoE hike odds fell; Middle East tensions boosted dollar, volatility hedges.
Euro slips below 1.1500 as dollar rebounds on Middle East tensions and hawkish Fed bets
Written on July 31, 2026 at 3:54 pm, by josephine
Euro slips below 1.1500 as dollar rebounds; Middle East tensions and hawkish Fed lift greenback. Volatility.
