Live Updates

28

Jul 2026
TD Securities flags carry and gold as key drags on Swiss franc, sees EUR/CHF peaking in 2026

TD: CHF weakness reflects low-yield carry and gold; EUR/CHF may peak post-September ECB pause, ending ~0.93.

28

Jul 2026
BoJ Seen Holding Rates at 1.00% as Markets Watch Ueda Guidance for Timing of Next Hike

Bank of Japan likely holds 1.00% July 31; guidance, Outlook and yen volatility watched; December hike base-case.

28

Jul 2026
Scotiabank Sees USD/CAD Near Fair Value as Yield Spreads and Softer Oil Cap Loonie

Scotiabank sees USD/CAD near fair value; rate spreads and softer oil cap CAD, keeping pair range-bound.

28

Jul 2026
Gold prices face further downside as technical breakdown and easing inflation erode hedge demand

Gold faces further downside as technical breaks, easing inflation, and high rates drive bearish derivative strategies.

28

Jul 2026
Trump signals restraint on Iran, easing oil risk premium and pulling dollar lower

Trump signaled restraint toward Iran, easing escalation fears; dollar steadied and oil fell, prompting bearish oil trades.

28

Jul 2026
US Case-Shiller Home Prices Top Forecast, Adding to Fed Higher-for-longer Rate Risks

Case-Shiller home prices rose 1.6% YoY in May, beating forecasts, reinforcing higher-for-longer rates and volatility.

28

Jul 2026
US house prices outpace forecasts, fuelling higher-for-longer rate expectations and bolstering the dollar

US Housing Price Index rose 0.3% in May, beating forecasts, bolstering higher-for-longer rates and hedging strategies.

28

Jul 2026
US Wholesale Inventories Rise 0.3% in June, Stoking GDP and Demand Concerns

June US wholesale inventories rose 0.3%, beating 0.2% forecasts, signaling softer demand, lower yields, and hedging.

28

Jul 2026
Brazil IPCA-15 inflation undershoots forecasts, fuelling Selic cut bets and prompting market repositioning

Brazil’s IPCA-15 rose 0.06% in July, below forecasts, shifting rate, FX and equity positioning.

28

Jul 2026
Gold slips as dollar firms, oil retreats on Iran hopes ahead of Federal Reserve decision

Gold slides as dollar firms; oil retreats on Iran hopes; markets brace for Fed decision, volatility.

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