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31

Jul 2026
Canada’s GDP rebound boosts Q2 growth outlook, complicating Bank of Canada easing path

Canada’s GDP rose in May and June, boosting Q2 growth, strengthening CAD, while trade tensions threaten exporters.

31

Jul 2026
US demand surge challenges rate-cut bets as Q2 GDP growth slows to 1.5%

Q2 GDP slowed to 1.5%, but private demand surged 3.9%, challenging near-term Fed rate-cut expectations.

31

Jul 2026
Michigan Consumer Expectations Beats Forecast, Bolstering Higher-for-Longer Fed Rate Outlook

Michigan Consumer Expectations beat July forecasts at 55.4, bolstering consumer resilience and supporting higher-for-longer rate bets.

31

Jul 2026
US consumer sentiment beats forecasts in July, lifting demand and policy outlook signals

US consumer sentiment rose in July, with Michigan index at 55.2, above 54 forecast, boosting outlook.

31

Jul 2026
Michigan survey shows US five-year inflation expectations steady at 3.3%, keeping Fed stance restrictive

Michigan survey shows July five-year inflation expectations steady at 3.3%, easing volatility and supporting higher-for-longer Fed.

31

Jul 2026
Dollar Resilience Sets GBP/USD, EUR/USD Downside Targets as Metals and Grains Volatility Looms

Trade session highlights: fading GBP/EUR rallies, dollar-metal correlation, USD/JPY and AAPL tops, Grains Report volatility.

31

Jul 2026
July Rotation Hits Asia Hard as Europe Holds Highs; Options Shift to US Tech and Oil

July saw sharp equity leadership rotation: Asia slumped, Europe resilient, US tech mixed; August favors options hedges.

31

Jul 2026
Fed, BoE and BoJ Hold Rates but Signal Inflations Risks from Energy, Yen and AI Demand

Fed, BoE, BoJ hold rates, but split votes and guidance signal rising inflation risks, prompting hedging.

31

Jul 2026
USD/JPY Whipsaws on Suspected Japan Intervention as BoJ Hawkish Tilt Lifts Yen Support

USD/JPY whipsawed on suspected Japan intervention as BoJ hawkishness lifted hike odds, supporting yen-strength options.

31

Jul 2026
Sterling slips as BoE September hike odds fall and Middle East tensions lift dollar

Sterling dipped near 1.3445 as BoE hike odds fell; Middle East tensions boosted dollar, volatility hedges.

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