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9

Jul 2026
Oil slides as US–Iran accord hastens Gulf supply return; ING sees Brent easing into 2027

Oil prices slide on faster Persian Gulf supply recovery; demand lags. Brent seen $80 Q3, risks remain.

9

Jul 2026
Mexico inflation undershoots forecasts, bolstering Banxico rate-cut bets and weighing on peso carry trades

Mexico inflation cooled to 3.37% in June, boosting Banxico cut bets, favoring swaps, pressuring peso.

9

Jul 2026
Mexico June Inflation Falls Sharply, Markets Price Banxico Rate Cut and Peso Weakness

Mexico June inflation fell 0.27% versus -0.13% forecast, boosting Banxico cut odds and pressuring peso.

9

Jul 2026
Mexico June core inflation undershoots, fuelling Banxico rate-cut bets and weighing on the peso

June core inflation undershot forecasts, boosting Banxico rate-cut bets and weakening peso prospects amid higher volatility.

9

Jul 2026
Middle East tensions rattle CEE markets as NBP stays neutral and forint leads sell-off

Middle East tensions jolted CEE markets; NBP stayed neutral, while Hungary’s forint plunged on dovish cuts.

9

Jul 2026
NZD/USD Gains After RBNZ Hike, But China Data and Safe-Haven Dollar Flows Cap Upside

NZD/USD climbed to 0.5730 after RBNZ hike, but China data and geopolitics boosted USD demand.

9

Jul 2026
Sterling Hits Three-Week Highs Above 1.3400 as Fed Minutes Weigh on Dollar

Sterling hit three-week highs above 1.3400 as dollar eased; Fed minutes, politics, and hawkish BoE supported.

9

Jul 2026
South Africa Manufacturing Slump Deepens in May, Raising Risks for Rand and JSE Stocks

South Africa manufacturing output fell 4.3% in May, pressuring rand, limiting cuts, boosting volatility, bearish equities.

9

Jul 2026
EUR/CAD rebounds on German trade surplus as softer oil and Hormuz tensions weigh on loonie

EUR/CAD rebounds as strong German trade boosts euro; weaker oil and tensions support loonie, driving volatility.

9

Jul 2026
Energy Shock Spurs Hawkish ECB Repricing as Bund and OAT Yields Jump, Euro Edges Higher

Energy shock drives hawkish ECB repricing; gas surge lifts inflation fears, yields jump, euro rises, equities risk.

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