Live Updates

23

Jul 2026
USD/JPY holds near 163.95 as US jobless claims sink; focus shifts to Japan CPI and hedges

USD/JPY steadied near 163.95 on strong US jobs data; Japan CPI looms; overbought risks prompt hedges.

23

Jul 2026
Kansas Fed factory index slips in July, signalling softer momentum and potential easing in rate expectations

Kansas City manufacturing softened in July; index fell to 17, signaling slower growth and lower volatility.

23

Jul 2026
ECB Holds Rates at 2.25% as Lagarde Keeps Options Open Ahead of September Hike Expectations

ECB holds rates at 2.25%, signals optionality; traders may position for underpriced September 25bp hike.

23

Jul 2026
Markets brace for BEA’s US core PCE methodology revision, with limited impact on inflation trend

BEA revises PCE methodology Sept 30; core May 2026 ~15bp lower, minimal impact; traders anticipate volatility, mispricings.

23

Jul 2026
WTI tops $90 as Hormuz tension lifts supply fears and options traders turn to spreads

WTI surges above $90 on US-Iran tensions; supply disruption fears grow; traders favor spreads amid overbought signals.

23

Jul 2026
TD Securities sees oil-driven July Fed hike pricing as overstated, backs receiving July OIS

TD Securities sees July Fed hike pricing overdone; recommends receiving July OIS amid oil-driven geopolitical risk.

23

Jul 2026
EUR/GBP Slips as ECB Holds Rates, Markets Price September Hike Amid Energy and UK Uncertainty

EUR/GBP slipped near 0.8530 after ECB held rates; September hike expectations rise, boosting volatility and hedging.

23

Jul 2026
Commerzbank Sees Banxico Rate-Hike Bets Unwinding as Softer US Dollar Pulls USD/MXN Lower

Commerzbank sees limited Banxico tightening; expects repricing of hike bets, softer dollar and supportive trade to cap USD/MXN.

23

Jul 2026
Lagarde Signals Unanimous ECB Hold as July Hike Talk Raises Data-Driven Volatility Risks

Lagarde held ECB rates unanimously; no guidance, data-driven September. Traders hedge hawkish risk, expect volatility, widen spreads.

23

Jul 2026
Lagarde Says ECB Holds Rates as Energy and Climate Risks Keep Inflation Bias to Upside

Lagarde said ECB held rates steady in July, warning energy shocks and climate events could raise inflation.

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