Derivatives

31 July 2026
Eurozone inflation rises to 2.9% as core edges up, bolstering ECB hawkishness

Eurozone inflation rose: headline HICP 2.9%, core 2.5%, boosting hawkish ECB bets and euro volatility.

31 July 2026
Italian Inflation Surprise Risks Wider BTP-Bund Spread, Complicates ECB Cuts, Lifts Euro

Italy’s inflation beat forecast at 2.9%, lifting yields, supporting euro, pressuring equities, reshaping ECB rate-cut bets.

31 July 2026
Italy July CPI Meets Forecasts at 2.8%, Keeping ECB Policy Expectations and BTP Spreads Stable

Italy’s July CPI rose 2.8% year-on-year, meeting expectations, supporting stable ECB policy and range-bound markets.

31 July 2026
Eurozone Core HICP Beats Forecast, Raising ECB Higher-for-longer Risks Across Bonds, FX and Equities

Eurozone core HICP hits 2.5%, above forecasts, signaling stubborn inflation and hawkish ECB; traders adjust bonds, FX, equities.

31 July 2026
Eurozone Core Inflation Stalls in July, Fueling ECB Rate-Cut Bets and Lifting Euribor Futures

Eurozone core HICP stalled in July, boosting ECB cut hopes, lifting bonds, pressuring euro, supporting equities.

31 July 2026
BoE Holds Rates in 6–3 Vote, Signals Patience on Hikes as Sterling Faces Downside Risks

Bank of England holds rates; narrow 6–3 split but cautious guidance, keeping hikes off table, pressuring sterling.

31 July 2026
WTI slips below $80 as Strait of Hormuz traffic recovers, easing supply fears

WTI dips near $80 as Hormuz traffic recovers, easing supply fears, while Middle East tensions sustain volatility.

31 July 2026
Portugal CPI Falls 0.5% in July, Fueling Bets on ECB Rate Cuts and a Softer Euro

Portugal’s CPI fell 0.5% in July, signaling deflation, supporting ECB cuts, bond gains, euro weakness.

31 July 2026
Portugal’s July CPI Eases to 3.0%, Bolstering Bets on ECB Autumn Rate Cuts

Portugal inflation eased to 3% in July, boosting dovish ECB rate-cut bets, bonds, and euro shorts.

31 July 2026
BoE holds Bank Rate at 3.75% as Bailey downplays hike odds; markets reprice September increase

BoE holds Bank Rate at 3.75%; dovish split curbs hike bets, favoring SONIA longs, gilts, GBP puts, oil hedges.

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