Equities

7 July 2026
ISM Services Employment Rebounds Above 50, Challenging Fed Rate-Cut Expectations

ISM services employment rebounded to 51.2, signaling expansion, delaying Fed cuts and boosting yields, dollar, volatility.

6 July 2026
Rupee Opens Lower as Dollar Firms, Oil Eases and FII Inflows Return Ahead of FOMC Minutes

Rupee opened weaker as dollar firmed; oil softened, FIIs bought equities; focus shifts to FOMC minutes.

6 July 2026
Eurozone Producer Prices Beat Forecast, Reinforcing Higher-for-Longer ECB Rate Expectations

Eurozone producer prices rose 5.9% in May, bolstering hawkish ECB outlook, supporting euro, pressuring equities.

6 July 2026
German factory orders jump 6.2% in May, boosting DAX outlook and lifting euro prospects

German factory orders surged 6.2% in May, boosting optimism for equities, euro strength, and higher yields.

6 July 2026
Singapore retail sales slip 2.3% in May, fuelling growth worries and Singapore dollar pressure

Singapore retail sales fell -2.3% in May, signaling weaker demand, pressuring SGD and raising STI downside risks.

6 July 2026
Australia’s TD-MI Inflation Gauge Slows in June, Bolstering Bets on Earlier RBA Rate Cuts

Australia’s TD-MI Inflation Gauge eased to 3.9%, boosting rate-cut bets and shifting AUD, equities strategies.

4 July 2026
RBC Sees CUSMA Staying Intact, but Canada Faces Prolonged Trade Uncertainty and Volatility

RBC says CUSMA remains until 2036; July 1 non-extension signals prolonged trade uncertainty, volatility, and negotiation scrutiny.

4 July 2026
Mexico Consumer Confidence Ticks Up in June, Lending Modest Support to Peso and Domestic Demand

Mexico consumer confidence inches up to 43.8 in June, supporting peso strength, steady rates, bullish equities.

4 July 2026
Mexico consumer confidence rises in June, supporting peso carry trades and Mexico equity bullish options view

Mexico consumer confidence rose to 43.8; still pessimistic, but supports bullish peso carry and Mexico equities outlook.

4 July 2026
Brazil Industrial Output Miss Misses Forecast, Raising Real Pressure and Rate Cut Expectations

Brazil’s May industrial output rose 0.2%, missing forecasts, signalling cooling growth, weaker BRL, rate-cut odds.

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