Equities

31 July 2026
Dollar slips after Fed hawkish hold as curve steepens and oil supports yields, equities edge up

Dollar stays weak after Fed hawkish hold; curve steepens, oil supports yields; strategists favor short-dollar, steepeners, options.

30 July 2026
US PCE Inflation Cools in June, Dollar Steady as Markets Eye Range-Bound Trades

June PCE inflation cooled: headline 3.7%, core 3.3%; dollar steady, favor range-bound FX and options premium-selling strategies.

30 July 2026
Nasdaq tests key support as KOSPI and SOXX slump despite mixed Microsoft and Meta earnings

Global tech and semiconductor stocks slide toward key supports; oversold signals clash with mixed mega-cap earnings.

30 July 2026
US four-week jobless claims average dips to 202.75K, reinforcing hawkish rate outlook and dollar bid

U.S. four-week jobless claims fell to 202.75K, signaling tight labor markets, elevated yields, stronger dollar.

30 July 2026
Mexico Q2 GDP beats forecasts, bolstering peso outlook and shifting rate-cut bets

Mexico’s Q2 GDP beat forecasts at 2.2%, boosting peso, delaying cuts, repricing rates, shaping trades.

30 July 2026
Bank of England to hold rates as energy prices rise and FTSE nears 11,000

BoE seen holding rates 7-2; markets eye CPI peak, energy volatility, FTSE strength, SONIA trades.

30 July 2026
Fed holds rates as 30-year Treasury yield hits post-2007 high, pressuring global equities

Fed holds rates; sparse guidance steepens yield curve, lifts long yields, slams tech stocks; volatility hedges urged.

30 July 2026
Fed holds rates as three dissent; dollar and yields slip while Nasdaq bounces on AI investment focus

Fed held rates amid split 9-3 vote; dollar and yields fell, Nasdaq rebounded; AI capex surged.

30 July 2026
Fed holds benchmark rate at 3.75% as markets assess inflation outlook and volatility trades

Fed holds benchmark rate at 3.75%, matching expectations; implied volatility may fall, favoring short-volatility and spread strategies.

30 July 2026
BNY Warns Elevated Global US Dollar Exposure Spurs Calls to Lift FX Hedge Ratios

BNY flags elevated global USD exposure; recommends raising FX hedge ratios via forwards/options, not selling US assets.

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