Monthly Archives: July 2026
DBS Flags Tactical Duration Opportunity in Indian Gilts as Geopolitics Lifts Asia Yields
Written on July 9, 2026 at 4:59 pm, by josephine
Geopolitical jitters lifted Asian yields; DBS sees India’s sell-off as macro overreaction, favoring 10-year duration entry.
USD/JPY slips as softer dollar lifts yen, with intervention risk and oil-driven inflation in focus
Written on July 9, 2026 at 4:31 pm, by josephine
USD/JPY dips near 162.45; intervention risk rises, while wide US-Japan rate gap and oil strengthen dollar.
Koruna weakens as CNB tracks ECB, fuelling calls for domestic stimulus and policy divergence
Written on July 9, 2026 at 4:30 pm, by josephine
Koruna weakens despite CNB tracking ECB; falling inflation may enable divergence, stimulus hopes fueling bullish EUR/CZK trades.
ECB accounts flag upside inflation risks, keeping rate expectations elevated amid energy price uncertainty
Written on July 9, 2026 at 4:01 pm, by josephine
ECB minutes highlight upside inflation risks, energy uncertainty, and potentially higher Eurozone rates, boosting volatility and hawkish surprises.
Fed minutes underscore hawkish hold as committee split keeps markets braced for data-driven volatility
Written on July 9, 2026 at 3:59 pm, by josephine
Fed minutes show hawkish hold, split on hikes; inflation stubborn, jobs steady; expect volatility, positioning with options straddles.
Oil slides as US–Iran accord hastens Gulf supply return; ING sees Brent easing into 2027
Written on July 9, 2026 at 3:31 pm, by josephine
Oil prices slide on faster Persian Gulf supply recovery; demand lags. Brent seen $80 Q3, risks remain.
Mexico inflation undershoots forecasts, bolstering Banxico rate-cut bets and weighing on peso carry trades
Written on July 9, 2026 at 3:29 pm, by josephine
Mexico inflation cooled to 3.37% in June, boosting Banxico cut bets, favoring swaps, pressuring peso.
Mexico June Inflation Falls Sharply, Markets Price Banxico Rate Cut and Peso Weakness
Written on July 9, 2026 at 3:00 pm, by josephine
Mexico June inflation fell 0.27% versus -0.13% forecast, boosting Banxico cut odds and pressuring peso.
Mexico June core inflation undershoots, fuelling Banxico rate-cut bets and weighing on the peso
Written on July 9, 2026 at 2:59 pm, by josephine
June core inflation undershot forecasts, boosting Banxico rate-cut bets and weakening peso prospects amid higher volatility.
Nvidia Rebounds as AI Rotation Resets Valuation
Written on July 9, 2026 at 2:41 pm, by josephine
NVDA analysis: Nvidia rebounds near $204 as a lower forward P/E, record revenue and AI-chip rotation shape the next share-price setup.
