Inflation

23 July 2026
Dollar/yen breaks above 163 as Japan warns on intervention and US yields rise on tariffs

Dollar/yen breaks 163 as Japan warns intervention; US yields, tariffs drive inflation risk and reversal fears.

23 July 2026
TD Securities sees modest Q3 US dollar lift before H2 2026 slide, Fed on hold

TD Securities sees modest Q3 2026 USD strength, then range-bound trading and a 2% H2 decline.

23 July 2026
Oil Rally on US–Iran Tensions Stokes Inflation Fears as Equities Falter and Dollar Eyes 103

Oil rallies on US–Iran tensions; equities weaken; Elliott Wave flags downside; dollar breakout toward 103, USD/JPY rises.

22 July 2026
Gold hits two-week high as Middle East strikes and Fed hike bets lift inflation fears

Gold hits two-week high near $4,122; Middle East tensions and Fed hike odds keep gold range-bound.

22 July 2026
US mortgage applications rebound 1.9%, signalling resilient housing demand and higher-for-longer rate risks

Mortgage applications rose 1.9% week ending July 17, signaling resilient housing demand and higher-for-longer rates outlook.

22 July 2026
Semiconductor stocks rebound ahead of Alphabet, Intel and Texas Instruments results as AI capex scrutiny grows

Semis rebounded sharply ahead of key tech earnings, but AI capex, cash-flow, and monetization risks persist.

22 July 2026
Brent Hits $94 as Iran Tensions and Red Sea Shipping Risks Lift Oil, Test Equities

Brent tops $94 amid Iran tensions and shipping risks; stocks steady; traders eye oil calls, GBP straddles.

22 July 2026
USD/CHF Slides as US-Iran Tensions Lift Dollar and Raise Red Sea Energy Supply Concerns

USD/CHF near 0.8120 as Middle East tensions boost dollar; SNB stays at 0%, options favor upside.

22 July 2026
Sterling Slides Below $1.34 on Fiscal Flexibility Talk as CPI Mix Clouds BoE Outlook

Sterling dips below $1.34 on fiscal flexibility fears; mixed UK CPI and oil spike signal volatility.

22 July 2026
Yen rebounds as report flags faster BoJ tightening and intervention risk ahead of CPI and meeting

Yen strengthened after report BoJ may hike faster, spurring USD/JPY pullback and intervention speculation ahead CPI.

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