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20

Jul 2026
Reeves Resignation Lifts Gilt Yields and Pressures Sterling as Burnham Faces Fiscal Credibility Test

Reeves resigns in Burnham reshuffle, leaving Treasury vacancy; gilt yields hit 5.05%, sterling weak, volatility hedges advised.

20

Jul 2026
Brent Jumps 12% as US-Iran Tensions Lift Risk Premium and Tighten Refining Margins

Brent jumped 12% on US-Iran tensions; Hormuz crude flows rose, crack spreads widened; traders favor options.

20

Jul 2026
EUR/USD Retreats as Middle East Headlines Spur Dollar Demand, Oil Rallies and Volatility Rises

EUR/USD dipped as Middle East headlines whipsawed risk sentiment; oil surged, boosting volatility and hedging demand.

20

Jul 2026
USD/JPY steadies near 162.55 as Houthi risk premium lifts dollar, BoJ intervention threat looms

USD/JPY holds near 162.55 as geopolitical risks and hawkish Fed support dollar, raising intervention volatility concerns.

20

Jul 2026
TD Securities sees softer Canada CPI lifting USD/CAD, with rate divergence keeping pair near 1.39

Softer Canadian CPI lifts USD/CAD; rate divergence and strong USD limit downside, keeping pair near 1.39.

20

Jul 2026
BNY Sees Latin American FX Backed by Balance-of-Payments Strength, with Mexico Data in Focus

BNY sees Latin American FX supported by strong flows, carry improvement; Mexico data benign, Peru sol underheld.

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