Economy

9

Jul 2026
US Consumer Credit Unexpectedly Shrinks in May, Bolstering Recession and Rate-Cut Bets

May US consumer credit fell $0.18bn versus $17.1bn expected, signaling slowdown, prompting defensive, Fed-cut trades.

9

Jul 2026
Dow hits record high on softer jobs data as markets pivot to Fed, earnings and CPI

Dow hits record highs on soft jobs data; Q2 earnings and inflation may trigger volatility, sector rotation.

8

Jul 2026
AI fuels US small-business formation, boosting start-up churn and reshaping hiring patterns beyond tech

AI shifts from displacement fears to small-business formation, fueling diffusion, productivity, and small-cap upside via accelerated startups.

8

Jul 2026
Sweden industrial output growth slows in May, raising pressure on krona and Riksbank outlook

Sweden’s industrial growth cooled to 0.2%, lifting recession fears, pressuring SEK, and boosting OMXS30 downside bets.

8

Jul 2026
Sweden Industrial Output Growth Cools in May, Raising SEK and Equity Headwinds

Sweden’s industrial output growth slowed to 0.6% in May, signaling weaker momentum, pressuring SEK and stocks.

8

Jul 2026
Swedish Industrial Output Growth Slows in May, Clouding Krona and Rate Outlook

Sweden’s industrial output growth eased to 6.9% in May, reinforcing cooling momentum and dovish Riksbank expectations.

8

Jul 2026
RBNZ Holds Cash Rate at 2.5% as Investors Eye Guidance and NZD Options Opportunities

RBNZ holds cash rate at 2.5%, steadying costs; markets shift focus to guidance, inflation, and NZD options.

7

Jul 2026
Japan Coincident Index Edges Up, Lifting Nikkei Prospects and Bolstering Yen Policy Shift Bets

Japan’s Coincident Index rose to 118.5, supporting bullish Nikkei calls and yen strength via reduced policy divergence.

7

Jul 2026
Japan Household Spending Misses Forecast Fall, Adding Pressure on Bank of Japan Policy Shift

Japan’s May household spending fell just 0.3%, beating forecasts, boosting yen, and pressure on BoJ.

7

Jul 2026
CFTC data show S&P 500 net short positions deepen as sticky inflation keeps Fed on hold

CFTC data show S&P 500 net shorts deepened to -37.6K as inflation, rates spark caution.

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