Inflation

9 July 2026
Mexico Downgrade Fails to Rattle Bond Yields as High Real Rates Support Peso Carry Trades

Despite Moody’s downgrade, Mexico bonds rally as high real yields support calm markets and peso carry.

9 July 2026
RBNZ lifts cash rate to 2.50% as swaps price further tightening and NZD volatility beckons

RBNZ raised rates to 2.50% to curb inflation, signals more hikes; easing oil prices temper pressures, volatility.

9 July 2026
New York Fed Inflation Expectations Rise as Hotter CPI Spurs September Fed Hike Repricing

New York Fed survey signals rising inflation worries; hot CPI sparks market repricing, boosting hike odds and volatility.

9 July 2026
Dow hits record high on softer jobs data as markets pivot to Fed, earnings and CPI

Dow hits record highs on soft jobs data; Q2 earnings and inflation may trigger volatility, sector rotation.

8 July 2026
Rabobank Sees Sterling Support from Sticky Inflation, but Politics and Debt Could Lift EUR/GBP to 0.87

Sterling’s strength rests on sticky inflation and M&A, but politics, debt, and weak growth threaten losses.

8 July 2026
ING sees Le Pen bid largely priced in, euro downside risks linger; EUR/SEK to ease later in year

Le Pen’s 2027 bid seen priced in; limited euro catalysts, mild downside; Sweden inflation muted, EUR/SEK elevated.

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
NBP seen holding rates at 3.75% as inflation risks weigh on zloty and cut bets

ING expects NBP to hold 3.75% rates, delaying cuts amid inflation risks; zloty pressured, EUR/PLN tested.

8 July 2026
AUD/USD slides as Iran ceasefire talks collapse, boosting dollar demand ahead of Fed minutes

AUD/USD slips to 0.6920 as Iran ceasefire collapses, boosting safe-haven dollar; oil jumps, Fed minutes awaited.

8 July 2026
BNY iFlow Flags Inflation-Biased US Equity Positioning Despite Falling Breakevens

BNY finds equity flows still inflation-tilted despite falling breakevens; investors stay defensive, favoring options amid uncertainty.

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