Inflation

17 July 2026
Bank of Korea hike to 2.75% shifts focus to August move as data steer rates

Bank of Korea hikes to 2.75% on unanimous hawkish tone; swap receivers urged to lock profits.

17 July 2026
US continuing jobless claims undershoot forecasts, keeping Fed rate-cut bets in check

Continuing jobless claims fell to 1.805m, signalling labor resilience, limiting Fed cuts; traders target higher yields, volatility.

16 July 2026
US dollar steadies near one-month low as softer inflation shifts Fed rate expectations

Dollar steadied near one-month low after soft CPI/PPI; traders eye rebound via calls, EUR/USD premiums, straddles.

16 July 2026
USD/CAD steadies as softer US inflation and BoC hold temper Canada tightening bets

USD/CAD consolidates after soft US inflation; steady BoC, slower growth may curb hikes, weakening CAD.

16 July 2026
TD Securities Flags Flat June Retail Sales, Softer PPI and Downside Risks for the US Dollar

TD Securities sees June retail sales flat, softer inflation, Fed hold; expects USD weakness, advises options hedges.

16 July 2026
Spain’s 30-year bond yield rises to 4.286%, lifting long-term funding costs as spreads widen

Spain’s 30-year bond auction yield rose to 4.286%, signalling higher funding costs and widening spreads.

16 July 2026
Gold slides below $4,050 as oil-driven inflation risks bolster dollar and rate-hike bets

Gold slides near $4,025 as oil-led inflation fears support dollar; bearish technicals eye $4,000 breakdown risk.

16 July 2026
BoE’s Breeden says Middle East shock unlikely to entrench inflation as sterling slips

Breeden says inflation would hit 2% absent Middle East war; dovish BoE signals faster cuts, pressuring GBP.

16 July 2026
Dollar Index drifts towards 100 as softer US inflation data bolsters Fed pause bets

Softer CPI/PPI data pressure DXY near 100; traders eye dollar weakness, FX options, and hedges.

16 July 2026
USD/CHF Holds Near 0.8060 as Fed Hike Bets Ease and Safe-Haven Flows Support

USD/CHF holds near 0.8060; Fed hike bets fade, Iran tensions support, key levels 0.8000/0.8100.

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