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Monthly Archives: July 2026

Oil tops $100 as Middle East tensions lift volatility, yields rise and equities extend losses

Written on July 23, 2026 at 9:29 pm, by

Oil surges above $100 as Middle East tensions lift yields, hit equities; Alphabet cash flow weakens rally.

Oil surges as WTI tops $91 and Brent nears $95 amid tightening supply fears

Written on July 23, 2026 at 9:01 pm, by

Oil prices surged: WTI above $91, Brent near $95, driven by supply constraints and bullish momentum.

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

Written on July 23, 2026 at 8:59 pm, by

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

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

Written on July 23, 2026 at 8:30 pm, by

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

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

Written on July 23, 2026 at 8:29 pm, by

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

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

Written on July 23, 2026 at 8:00 pm, by

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

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

Written on July 23, 2026 at 7:59 pm, by

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

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

Written on July 23, 2026 at 7:29 pm, by

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

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

Written on July 23, 2026 at 7:00 pm, by

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

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

Written on July 23, 2026 at 6:59 pm, by

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

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