Monthly Archives: July 2026
Mexico’s Early-July Inflation Misses Forecast, Stoking Banxico Rate-Cut Bets and Peso Watch
Written on July 23, 2026 at 2:59 pm, by josephine
Mexico’s first-half July inflation rose 0.07%, below forecasts, boosting Banxico easing bets and MXN swap focus.
Mexico core inflation meets forecasts, reinforcing Banxico rate-cut path and shaping swaps, bonds and peso options
Written on July 23, 2026 at 2:29 pm, by josephine
Mexico’s core inflation matched forecasts, supporting Banxico rate cuts and favoring TIIE receivers, Mbonos longs, USD/MXN calls.
Gold slips as stronger dollar offsets geopolitical haven bid; oil rallies on Strait disruption fears
Written on July 23, 2026 at 1:59 pm, by josephine
Gold slips as dollar and yields rise, while oil rallies on Middle East tensions and shipping risks.
India’s M3 growth eases to 12.5%, signalling tighter liquidity and potential volatility for banks and derivatives
Written on July 23, 2026 at 1:30 pm, by josephine
India’s M3 growth slowed to 12.5%, signaling tighter liquidity, pressuring banks, boosting volatility, and options costs.
Euro-Zone Yields Hit Year-to-Date Highs as Markets Price Further ECB Rate Rises
Written on July 23, 2026 at 1:29 pm, by josephine
Euro-zone yields hit year-to-date highs as hawkish ECB expectations rise; energy prices support euro, volatility strategies.
Dollar and oil rise together as equities slip, with traders watching claims and gas data
Written on July 23, 2026 at 12:59 pm, by josephine
Markets turned risk-off as dollar and crude rose together, bonds fell; watch claims, gas storage, 2-year/equity setups.
Dollar slips as Brent rises on Red Sea turmoil; markets price ECB and BoJ tightening
Written on July 23, 2026 at 12:31 pm, by josephine
Dollar slips as Red Sea attacks lift oil, inflation worries; traders eye ECB hikes, FX options, yen strength.
Tech earnings caution, Middle East conflict lifts oil and yields as European equities slip
Written on July 23, 2026 at 12:30 pm, by josephine
Tech beats can’t calm markets as capex jumps, oil nears $100, yields spike amid escalating conflict.
Gold Sell Set-up Gains Traction as Technicals and Softer Central Bank Demand Point to Deeper Drop
Written on July 23, 2026 at 11:59 am, by josephine
Gold sell setup highlights growing downside risk as technical weakness and shifting fundamentals signal a bigger drop.
ING: ECB Seen Holding at 2.25%, September Hike Priced as Oil Lifts Inflation Expectations
Written on July 23, 2026 at 11:30 am, by josephine
ING expects ECB to hold 2.25% now; September hike likely as oil rises; markets price ~23bp.
