Inflation

23 July 2026
Mexico’s Early-July Inflation Misses Forecast, Stoking Banxico Rate-Cut Bets and Peso Watch

Mexico’s first-half July inflation rose 0.07%, below forecasts, boosting Banxico easing bets and MXN swap focus.

23 July 2026
Mexico core inflation meets forecasts, reinforcing Banxico rate-cut path and shaping swaps, bonds and peso options

Mexico’s core inflation matched forecasts, supporting Banxico rate cuts and favoring TIIE receivers, Mbonos longs, USD/MXN calls.

23 July 2026
Gold slips as stronger dollar offsets geopolitical haven bid; oil rallies on Strait disruption fears

Gold slips as dollar and yields rise, while oil rallies on Middle East tensions and shipping risks.

23 July 2026
India’s M3 growth eases to 12.5%, signalling tighter liquidity and potential volatility for banks and derivatives

India’s M3 growth slowed to 12.5%, signaling tighter liquidity, pressuring banks, boosting volatility, and options costs.

23 July 2026
Euro-Zone Yields Hit Year-to-Date Highs as Markets Price Further ECB Rate Rises

Euro-zone yields hit year-to-date highs as hawkish ECB expectations rise; energy prices support euro, volatility strategies.

23 July 2026
ING: ECB Seen Holding at 2.25%, September Hike Priced as Oil Lifts Inflation Expectations

ING expects ECB to hold 2.25% now; September hike likely as oil rises; markets price ~23bp.

23 July 2026
Sterling’s Euro Gains Fade as Positioning, M&A Flows and Rate Spreads Signal Reversal

Sterling’s rally looks flow-driven and stretched; analysts favor EUR/GBP longs, options calls, and volatility into fiscal risks.

23 July 2026
Singapore June CPI undershoots forecasts, fuelling bets on MAS easing and a softer Singdollar

Singapore CPI rose 1.9% in June, below 2% forecast, boosting bets on MAS easing, weaker SGD.

23 July 2026
Gold steadies above $4,100 as higher US yields cap gains and oil disruption lifts inflation fears

Gold steadied above $4,100 as yields rose; oil surged on Middle East tensions, boosting inflation worries.

23 July 2026
Sterling rebounds from week-low as softer UK inflation caps gains ahead of retail sales

GBP/USD rebounds from 1.3350 support; UK inflation cools, Middle East risks linger, retail sales awaited Friday.

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