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Monthly Archives: July 2026

US shares edge higher on Iran diplomacy hopes as markets price Fed hike risk and oil-led inflation pressure

Written on July 20, 2026 at 11:56 pm, by

Stocks rose on diplomacy hopes, but bonds price higher rates; inflation risks threaten correction before July Fed.

Reeves Resignation Lifts Gilt Yields and Pressures Sterling as Burnham Faces Fiscal Credibility Test

Written on July 20, 2026 at 11:26 pm, by

Reeves resigns in Burnham reshuffle, leaving Treasury vacancy; gilt yields hit 5.05%, sterling weak, volatility hedges advised.

Brent Jumps 12% as US-Iran Tensions Lift Risk Premium and Tighten Refining Margins

Written on July 20, 2026 at 11:25 pm, by

Brent jumped 12% on US-Iran tensions; Hormuz crude flows rose, crack spreads widened; traders favor options.

EUR/USD Retreats as Middle East Headlines Spur Dollar Demand, Oil Rallies and Volatility Rises

Written on July 20, 2026 at 10:56 pm, by

EUR/USD dipped as Middle East headlines whipsawed risk sentiment; oil surged, boosting volatility and hedging demand.

USD/JPY steadies near 162.55 as Houthi risk premium lifts dollar, BoJ intervention threat looms

Written on July 20, 2026 at 10:55 pm, by

USD/JPY holds near 162.55 as geopolitical risks and hawkish Fed support dollar, raising intervention volatility concerns.

TD Securities sees softer Canada CPI lifting USD/CAD, with rate divergence keeping pair near 1.39

Written on July 20, 2026 at 10:26 pm, by

Softer Canadian CPI lifts USD/CAD; rate divergence and strong USD limit downside, keeping pair near 1.39.

BNY Sees Latin American FX Backed by Balance-of-Payments Strength, with Mexico Data in Focus

Written on July 20, 2026 at 10:25 pm, by

BNY sees Latin American FX supported by strong flows, carry improvement; Mexico data benign, Peru sol underheld.

Gold Holds Near $4,010 as Middle East Headlines and Hawkish Fed Bets Fuel Whipsaw Trading

Written on July 20, 2026 at 9:56 pm, by

Gold swung near $4,010 as Middle East headlines whipsawed dollar and oil; traders brace for options volatility.

TD Securities Warns Oil-Led Inflation and Fed Hike Bets May Cap Gold and Silver

Written on July 20, 2026 at 9:26 pm, by

Oil-driven inflation fears shift metals positioning; markets price 2026 Fed hike, constraining gold and silver.

ECB Set to Hold at 2.25% as Markets Price September Hike and Euro Range Trading

Written on July 20, 2026 at 9:25 pm, by

ECB likely holds rates at 2.25%; inflation slightly soft, growth weak; hawkish pricing may fade, keeping EUR range-bound.

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