Hawkish

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.

9 July 2026
Dollar Index edges higher on Iran tensions and firmer Fed hike bets ahead of minutes

DXY rose to four-day high as Iran tensions and hawkish Fed expectations lifted oil, inflation fears.

8 July 2026
RBNZ Restarts Rate-Hike Cycle, Signals Further Tightening as Kiwi Rally Fades on Geopolitics

RBNZ hikes OCR to 2.50%, signals more rises; NZD dips on tensions, creating bullish relative-value opportunities.

8 July 2026
Gold holds above $4,100 as dollar eases ahead of FOMC minutes, oil-driven inflation fears cap gains

Gold holds above $4,100 but upside capped by hawkish Fed, rising yields, and escalating Hormuz tensions.

8 July 2026
EUR/USD slides as Hormuz tensions lift dollar, leaving markets eyeing ECB bets and Fed minutes

EUR/USD slid on Hormuz tensions, oil spike and dollar haven demand, ahead of FOMC minutes signals.

7 July 2026
NZD/USD Sags Near 0.5700 as Waller’s Hawkish Tone and US Services Data Support Dollar

NZD/USD hovers near 0.5700 as hawkish Fed signals and firm US data support the dollar.

7 July 2026
Waller Says Fed Guidance Must Stay Flexible as Inflation Risks Rise and Markets Brace for Volatility

Waller says forward guidance helps policy but risks rigidity; Fed prioritizes flexibility, boosting data-driven volatility.

6 July 2026
BNY Sees RBNZ Raising OCR to 2.50% as Markets Watch Guidance for Hawkish Bias

BNY expects RBNZ to hike OCR 25bp to 2.50%, with guidance and hawkish path scrutinised.

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.

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