Inflation

1 August 2026
US consumer sentiment beats forecasts in July, lifting demand and policy outlook signals

US consumer sentiment rose in July, with Michigan index at 55.2, above 54 forecast, boosting outlook.

1 August 2026
Michigan survey shows US five-year inflation expectations steady at 3.3%, keeping Fed stance restrictive

Michigan survey shows July five-year inflation expectations steady at 3.3%, easing volatility and supporting higher-for-longer Fed.

1 August 2026
Fed, BoE and BoJ Hold Rates but Signal Inflations Risks from Energy, Yen and AI Demand

Fed, BoE, BoJ hold rates, but split votes and guidance signal rising inflation risks, prompting hedging.

31 July 2026
European stocks edge higher as sticky Eurozone inflation jars bonds and Asia tech volatility persists

European stocks rose as sticky inflation, bond turmoil, and Asia tech volatility drove hedging and FX strategies.

31 July 2026
Eurozone inflation rises to 2.9% as core edges up, bolstering ECB hawkishness

Eurozone inflation rose: headline HICP 2.9%, core 2.5%, boosting hawkish ECB bets and euro volatility.

31 July 2026
Italian Inflation Surprise Risks Wider BTP-Bund Spread, Complicates ECB Cuts, Lifts Euro

Italy’s inflation beat forecast at 2.9%, lifting yields, supporting euro, pressuring equities, reshaping ECB rate-cut bets.

31 July 2026
Italy July CPI Meets Forecasts at 2.8%, Keeping ECB Policy Expectations and BTP Spreads Stable

Italy’s July CPI rose 2.8% year-on-year, meeting expectations, supporting stable ECB policy and range-bound markets.

31 July 2026
Eurozone Core HICP Beats Forecast, Raising ECB Higher-for-longer Risks Across Bonds, FX and Equities

Eurozone core HICP hits 2.5%, above forecasts, signaling stubborn inflation and hawkish ECB; traders adjust bonds, FX, equities.

31 July 2026
BoE Holds Rates in 6–3 Vote, Signals Patience on Hikes as Sterling Faces Downside Risks

Bank of England holds rates; narrow 6–3 split but cautious guidance, keeping hikes off table, pressuring sterling.

31 July 2026
Portugal’s July CPI Eases to 3.0%, Bolstering Bets on ECB Autumn Rate Cuts

Portugal inflation eased to 3% in July, boosting dovish ECB rate-cut bets, bonds, and euro shorts.

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