Monthly Archives: July 2026
ING: ECB Seen Holding at 2.25%, September Hike Priced as Oil Lifts Inflation Expectations
Written on July 23, 2026 at 11:34 am, by josephine
ING expects ECB to hold 2.25% now; September hike likely as oil rises; markets price ~23bp.
Brent tops $97 as Strait of Hormuz fears and Red Sea attacks lift oil risk premium
Written on July 23, 2026 at 11:33 am, by josephine
Brent hits multi-week highs above $97 as US-Iran tensions threaten shipping, spiking volatility and options strategies.
Oil and yield pressures drive yen lower as USD/JPY hits year-to-date highs above 163
Written on July 23, 2026 at 11:04 am, by josephine
Oil-driven yield gaps weaken yen; USD/JPY tops 163; BoJ hike talk sparks volatility; options strategies, hedges advised.
Sterling’s Euro Gains Fade as Positioning, M&A Flows and Rate Spreads Signal Reversal
Written on July 23, 2026 at 10:34 am, by josephine
Sterling’s rally looks flow-driven and stretched; analysts favor EUR/GBP longs, options calls, and volatility into fiscal risks.
US Futures Dip as Alphabet Lifts 2026 Capex, Oil Near $100 Raises Funding and Margin Strain
Written on July 23, 2026 at 10:33 am, by josephine
US futures dip as Alphabet boosts 2026 capex; Asian chips rally; Brent nears $100, spurring hedging.
WTI extends five-day rally near $89 on Middle East supply risks and ECB watch
Written on July 23, 2026 at 10:06 am, by josephine
WTI extends rally near $88.60 as Middle East chokepoint closures spur volatility; traders eye $90.
ING sees sterling summer gains fading as rates drift lower, lifting EUR/GBP towards 0.88 by year-end
Written on July 23, 2026 at 10:05 am, by josephine
ING says sterling’s rally is flow-driven; expects rate spreads and fiscal risks to lift EUR/GBP to 0.88.
Hormuz and Red Sea tensions lift Brent upside risk as Black Sea outages squeeze supply
Written on July 23, 2026 at 9:35 am, by josephine
Hormuz and Red Sea tensions risk spiking Brent to $95.5, widening crack spreads; traders favor short-dated options.
Asia-Pac shares rise as US tech capex drives chipmakers; yen weakens and oil jumps on Red Sea attacks
Written on July 23, 2026 at 9:33 am, by josephine
Asia-Pac stocks firm; chipmakers surge. Yen weak near ¥163, oil up; jobs boost Aussie, ECB looms.
Euro climbs for sixth session against sterling as UK data dents BoE outlook ahead of ECB decision
Written on July 23, 2026 at 9:06 am, by josephine
Euro climbs six days versus sterling near 0.8645 on UK weakness; traders eye options ahead ECB decision.
