Derivatives

29 July 2026
BoJ Seen Holding Rates at 1.00% as Markets Watch Ueda Guidance for Timing of Next Hike

Bank of Japan likely holds 1.00% July 31; guidance, Outlook and yen volatility watched; December hike base-case.

29 July 2026
Scotiabank Sees USD/CAD Near Fair Value as Yield Spreads and Softer Oil Cap Loonie

Scotiabank sees USD/CAD near fair value; rate spreads and softer oil cap CAD, keeping pair range-bound.

29 July 2026
Gold prices face further downside as technical breakdown and easing inflation erode hedge demand

Gold faces further downside as technical breaks, easing inflation, and high rates drive bearish derivative strategies.

28 July 2026
Trump signals restraint on Iran, easing oil risk premium and pulling dollar lower

Trump signaled restraint toward Iran, easing escalation fears; dollar steadied and oil fell, prompting bearish oil trades.

28 July 2026
US Case-Shiller Home Prices Top Forecast, Adding to Fed Higher-for-longer Rate Risks

Case-Shiller home prices rose 1.6% YoY in May, beating forecasts, reinforcing higher-for-longer rates and volatility.

28 July 2026
US house prices outpace forecasts, fuelling higher-for-longer rate expectations and bolstering the dollar

US Housing Price Index rose 0.3% in May, beating forecasts, bolstering higher-for-longer rates and hedging strategies.

28 July 2026
US Wholesale Inventories Rise 0.3% in June, Stoking GDP and Demand Concerns

June US wholesale inventories rose 0.3%, beating 0.2% forecasts, signaling softer demand, lower yields, and hedging.

28 July 2026
Brazil IPCA-15 inflation undershoots forecasts, fuelling Selic cut bets and prompting market repositioning

Brazil’s IPCA-15 rose 0.06% in July, below forecasts, shifting rate, FX and equity positioning.

28 July 2026
Gold slips as dollar firms, oil retreats on Iran hopes ahead of Federal Reserve decision

Gold slides as dollar firms; oil retreats on Iran hopes; markets brace for Fed decision, volatility.

28 July 2026
CEE rates reprice sharply as ING eyes stronger zloty and forint, weaker koruna

CEE rate curves reprice; markets eye tighter Czech/Polish policy, Hungarian easing, creating tactical FX/option trades opportunities.

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