Markets

3 August 2026
Trump signals Iran talks restart as WTI slides on easing Hormuz tensions

Trump announces renewed Iran talks after cancelling strike; easing Hormuz tensions sends WTI crude plunging, volatility rising.

3 August 2026
OPEC+ to raise September oil output by 188,000 bpd as Middle East conflict weighs on supply

OPEC+ to raise September output 188,000 bpd; WTI falls 6% as traders brace for volatility.

1 August 2026
Dollar slips to six-week low amid Iran tensions as Fed holds rates and yields climb

Dollar dips to six-week low on Middle East risk, FX intervention talk, and mixed Fed-economic signals.

1 August 2026
Baker Hughes US Oil Rig Count Ticks Up as Shale Discipline Supports WTI Price Floor

Baker Hughes rig count rose to 451, signaling discipline, tight supply, and supportive WTI range-bound upside.

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.

31 July 2026
China Politburo Signals Fiscal Push Without Big Stimulus, Boosting China Assets and Yield Risks

July Politburo signaled restrained stimulus; H2 executes faster fiscal spending, boosts growth, supports equities, lifts yields.

31 July 2026
US 4-week Treasury bill yield slips to 3.63% as markets price deeper Fed rate cuts

4-week Treasury bill yield drops to 3.63%, signaling Fed easing expectations; consider long SOFR futures, equity calls.

31 July 2026
Fed holds rates as three hawks dissent, long-end yields climb ahead of Jackson Hole

Fed held rates; statement barely changed but 9-3 vote, 30-year yields surged, volatility bets ahead.

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.

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