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13

Aug 2026
US July PPI undershoots forecasts, bolstering rate-cut bets and weighing on the dollar

US July PPI rose 4.7% y/y, under 4.9% forecast, signaling cooling inflation and dovish-trade opportunities.

13

Aug 2026
Markets pare September Fed hike odds after July CPI, with cuts now seen restarting in 2027

Post-CPI, September hike odds fell; UOB expects 2026 pause, 2027 cuts, favoring range trades and hedges.

13

Aug 2026
Central Bank Pressure Index flags renewed political push on ECB as France and Italy debt strains mount

AI-built CBPI shows renewed political pressure on ECB as debt rises, safety nets fade, volatility grows.

13

Aug 2026
Dollar Dips After July CPI Then Rebounds as September Fed Hike Bets Ease

Dollar dips on CPI, rebounds near 100; September hike odds ease as traders favor range strategies, hedge energy risks.

13

Aug 2026
USD/CHF Falls Near 0.8130 as Swiss Deflation Persists and US Rate-Hike Bets Ease

USD/CHF dips near 0.8130 as Swiss deflation persists, softer US CPI lowers hike odds, geopolitics loom.

13

Aug 2026
Yen Firms as BoJ Hike Bets Grow and USD/JPY Nears 160 Intervention Risk Ahead

Yen firms as BOJ hike expectations grow; USD/JPY nears 160, boosting volatility fears and intervention risk.

13

Aug 2026
US dollar firms as CPI meets forecasts, Fed hike pricing stays hawkish ahead of Jackson Hole

Dollar strengthened after in-line US CPI; modest rate repricing and rebuilt longs supported gains ahead of Jackson Hole.

13

Aug 2026
US equities hit fresh highs as investors watch for rotation into discounted China A50 trade

US stocks hit highs; CHA50/US500 gauges rotation. China cheap, but flows negative; momentum remains US.

13

Aug 2026
WTI climbs above $82 as Hormuz shipping falls, despite OPEC cutting oil demand forecast

WTI rises near $82 as Hormuz disruption fears mount, while OPEC cuts demand outlook, boosting volatility.

13

Aug 2026
BNY sees Fed decision marking peak dollar dehedging as investors rebuild USD hedges and trim exposure

Fed decision marked peak USD dehedging; investors rebuilt hedges, kept US assets; selling focused on GBP/EUR/CAD.

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