Hawkish

24 July 2026
Gold falls below $4,050 as firmer dollar, higher oil and Fed hike bets weigh

Gold drops nearly 2% below $4,050 as dollar strengthens, oil surges, and Fed hike odds rise.

23 July 2026
South Korea Q2 GDP Growth Beats Forecasts, Fueling Bets on Stronger Won and Higher Yields

South Korea Q2 GDP grew 3.7% year-on-year, beating forecasts, boosting KRW strength and hawkish derivative strategies.

21 July 2026
UK employment jump to May bolsters sterling outlook and curbs Bank of England rate-cut bets

UK employment surged by 147,000 to May, boosting sterling and gilt yields, reducing near-term BoE cut odds.

20 July 2026
New Zealand CPI Seen Below RBNZ Forecast as Swaps Price Further Rate Rises, Supporting NZ Dollar

New Zealand inflation stays above target; swaps price further hikes, supporting hawkish RBNZ outlook and NZD strength.

20 July 2026
Dollar Index steadies as US-Iran tensions lift oil and reinforce safe-haven demand

DXY steadied near 100.80 as US-Iran tensions, surging oil, and hawkish Fed expectations boosted safe-haven demand.

18 July 2026
Gold edges higher as US-Iran tensions lift inflation fears and keep Fed hike odds elevated

Gold rose to $4,013 as US-Iran tensions stoked inflation fears, supporting demand despite hawkish Fed expectations.

17 July 2026
Euro rebounds towards 0.8500 versus sterling as ECB hike bets grow, hedging gains favour

EUR/GBP rebounds near 0.8500 as ECB hike bets rise; traders eye calls, hedge overextended sterling weakness.

17 July 2026
NZD/USD Holds Near One-Month High as RBNZ Hawkishness Offsets US Dollar Rebound

NZD/USD holds near 0.5842 as RBNZ hawkishness offsets USD rebound; bullish bias above key moving averages.

17 July 2026
Bank of Korea hike to 2.75% shifts focus to August move as data steer rates

Bank of Korea hikes to 2.75% on unanimous hawkish tone; swap receivers urged to lock profits.

9 July 2026
OCBC sees US dollar rising 2–3% in second half of 2026 as oil and yields firm amid Middle East risks

OCBC sees USD up 2–3% in 2H26 on Middle East risks; >5% needs oil>$100 or overheating.

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