Equities

20 July 2026
Sterling Firms on Burnham Leadership Bets, but Analysts See Limited Upside as EUR/GBP Support Holds

Sterling firms on Burnham succession hopes, but upside capped; EUR/GBP support 0.8470, floor 0.8400.

20 July 2026
German PPI Falls 0.3% in June, Fueling ECB Cut Bets and Pressuring Euro

Germany’s June PPI fell 0.3%, beating forecasts, boosting ECB cut bets, weakening euro, supporting bunds, lifting equities.

20 July 2026
Moonshot’s Kimi K3 launch intensifies AI trade pressure as capex surges and volatility strategies gain favour

Moonshot’s Kimi K3 undercuts US AI moats as capex surges; markets favor long volatility, hedges.

20 July 2026
Rightmove index drop deepens in July, raising pressure on UK housing and sterling outlook

Rightmove’s July index fell 1%, signalling faster UK housing cooling, pressuring GBP, homebuilders, and boosting SONIA futures.

20 July 2026
S&P 500 Rebound Falters as Tech Leadership Wavers Amid Middle East Escalation Concerns

Premarket ES dip neared 5,470; rebound lacked follow-through as Nasdaq steadied, defensives led amid geopolitical risk.

18 July 2026
CFTC Data Show S&P 500 Net Shorts Ease as Positions Move Closer to Flat

CFTC data shows S&P 500 net shorts narrowing to -38.9K, signaling short covering and potential upside momentum.

18 July 2026
Dow tumbles below 52,000 before rebound as hawkish rate bets and earnings loom

Dow wavers near 52,250 after failed rally; mixed data, hawkish Fed odds rise; traders eye bearish options.

18 July 2026
US dollar firms on risk aversion, but DXY risks break below key 100.5 support

Dollar steadied on risk-off flows, but bearish DXY outlook persists; traders eye selling rallies, puts, 100.5 break.

18 July 2026
US industrial production misses forecasts, fuelling rate-cut bets and cross-asset hedging strategies

US industrial production rose 0.1% in June, missing forecasts, signaling cooling manufacturing and boosting rate-cut trades.

18 July 2026
Burnham pitches pro-business Labour platform, flags strategic intervention as sterling holds steady

Burnham pitches pro-business Labour, unity and tolerance, hints strategic intervention; sterling steady, traders brace regulatory risks.

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