Economy

17

Jul 2026
US ex-autos retail sales fall 0.2% in June, bolstering bets on faster Fed cuts

June retail sales ex-autos fell 0.2%, signaling cooling demand; traders reposition for 2026 rate cuts, softer dollar.

16

Jul 2026
Philadelphia Fed Survey Jumps in July, Fuelling Rate Repricing, Yield-Curve Bets and Dollar Strength

Philadelphia Fed manufacturing index surged to 41.4 in July, beating forecasts, boosting rate, dollar, and cyclical bets.

16

Jul 2026
US jobless claims four-week average falls to 214,250, fuelling expectations of Fed rate volatility

Four-week U.S. jobless claims average fell to 214.25K, signaling resilience, boosting dollar, suppressing volatility, shaping trade strategies.

10

Jul 2026
IMF Cuts 2026 Global Growth View as Inflation Re-accelerates, Raising Stagflation Risks for Equities

IMF cuts 2026 growth to 3.0% as inflation rises, raising stagflation risks, prompting defensive equity positioning.

10

Jul 2026
US jobs market slack hidden by falling participation rate, raising risks of sudden unemployment jump

US jobs data weak: payrolls slowing, household employment falling; lower participation masks slack, risking unemployment spike.

9

Jul 2026
South Africa Manufacturing Slump Deepens in May, Raising Risks for Rand and JSE Stocks

South Africa manufacturing output fell 4.3% in May, pressuring rand, limiting cuts, boosting volatility, bearish equities.

9

Jul 2026
German Imports Tumble 2.5% in May, Deepening Concerns Over Demand and ECB Rate Cuts

German imports plunged 2.5% in May, signaling weakening demand and boosting bets on euro, equities downside.

9

Jul 2026
German Exports Beat Forecasts, Fuelling DAX and Euro Hopes, Raising Bund Yield Pressure

German exports climbed 0.9% in May, beating forecasts, boosting DAX and euro outlook, pressuring Bunds.

9

Jul 2026
TD Securities sees China fiscal stance tightening as debt clean-up caps H2 2026 stimulus hopes

TD Securities warns China’s fiscal stance is tightening; limited H2 2026 support unless growth nears 4.0–4.2%.

9

Jul 2026
Argentina factory output slump deepens in May, heightening peso pressure and sovereign risk concerns

Argentina’s industrial output fell 5.7% YoY in May, worsening recession fears, pressuring peso, equities, debt.

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