Inflation

31 July 2026
US shares rebound on Microsoft-led tech surge as breadth thins and bond yields hit 2007 highs

Nasdaq rebounded but breadth stayed thin; Microsoft-led surge masked rising yields, weak GDP, and downside risks.

31 July 2026
Bank of England holds Bank Rate at 3.75% as hawkish tilt keeps easing bets in check

Bank of England holds 3.75% in 6-3 vote, hawkish tilt; traders favor SONIA shorts and inflation hedges.

31 July 2026
AUD/USD climbs above 0.7000 as US dollar slides after Fed and soft US data

AUD/USD rose near 0.7010 as dollar weakened; softer CPI reduced RBA hike odds; options favor calls.

30 July 2026
US PCE Inflation Cools in June, Dollar Steady as Markets Eye Range-Bound Trades

June PCE inflation cooled: headline 3.7%, core 3.3%; dollar steady, favor range-bound FX and options premium-selling strategies.

30 July 2026
Australia CPI Eases on Lower Fuel, but Sticky Core Inflation Keeps RBA Hawkish on Rates

Softer CPI but sticky core inflation keeps RBA hawkish; tight jobs support AUD upside; consider bullish derivatives setups.

30 July 2026
US core PCE inflation holds at 3.3%, bolstering Fed pause expectations and favouring volatility-selling strategies

Core PCE held at 3.3% in June, calming markets and favoring volatility-selling strategies amid steady Fed expectations.

30 July 2026
US PCE Inflation Holds at 3.7% in June, Bolstering Fed Pause Expectations

June PCE inflation held at 3.7% YoY, matching forecasts, supporting steady Fed rates and lower-volatility derivatives strategies.

30 July 2026
Fed holds rates as dissents mount, Warsh stays non-committal on September and dollar slips

Fed held rates at 3.50%–3.75%; Warsh stayed data-dependent, easing September hike odds and pressuring the dollar.

30 July 2026
Bank of England holds rates at 3.75% as Bailey flags lower central-scenario odds, Gulf uncertainty

Bank of England holds rate at 3.75%; Bailey flags encouraging softer CPI and unusually low central-scenario probability.

30 July 2026
Fed Steady Stance Weakens Dollar as Focus Shifts to BoE and Sterling Outlook

Fed hold steepens curve, weakening USD; focus shifts to BoE likely hold, hawkish tone, dissent risks, sterling outlook.

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