Oil

31 July 2026
Malaysia GDP accelerates as Bank Negara seen holding rates; subsidy shield keeps inflation contained

Malaysia Q2 GDP rose 5.8%, inflation 2%; BNM likely holds 2.75%, supporting swaps, equities, ringgit options.

31 July 2026
EIA US natural gas storage build misses forecasts, tightening balances and lifting Henry Hub outlook

EIA reported 28 Bcf gas storage build, below 35 Bcf forecast, signaling tighter balances and bullish pressure.

31 July 2026
Dollar slips after Fed hawkish hold as curve steepens and oil supports yields, equities edge up

Dollar stays weak after Fed hawkish hold; curve steepens, oil supports yields; strategists favor short-dollar, steepeners, options.

30 July 2026
Russia’s international reserves rise to $732bn, reinforcing reserve buffer amid sanctions

Russia’s reserves rose to $732.1bn, near recent highs, signaling resilience, strong commodities, and reduced default risk.

30 July 2026
European shares edge higher as earnings and buybacks offset Fed-led yield surge and geopolitical strains

European stocks rose as earnings beat yield pressures after Fed pause; long yields surged, boosting volatility.

30 July 2026
USD/CAD rebounds as US GDP and PCE loom, oil rallies on Middle East tensions

USD/CAD rebounds near 1.4060 as US GDP/PCE loom; oil at $93, geopolitics pressure CAD.

30 July 2026
Euro holds near 1.1450 as Eurozone GDP beats forecasts, but Middle East tensions cap gains

Euro steadied near 1.1450 as Eurozone GDP beat forecasts, though geopolitical tensions and Fed stance capped gains.

30 July 2026
Bank of England to hold rates as energy prices rise and FTSE nears 11,000

BoE seen holding rates 7-2; markets eye CPI peak, energy volatility, FTSE strength, SONIA trades.

30 July 2026
Brent Crude Falls Below $90 on Middle East Risk Reassessment

Key Points Brent crude retreated below $90 after a sharp rally driven by renewed US-Iran tensions and concerns over potential disruptions to global oil supply. Prices gained more than 7% during the rally as markets reacted to rising risks around …

30 July 2026
Rupee slips as US Treasury yields climb; USD/INR hovers near 95.60 amid oil tensions

Rupee weakens as US yields rise; USD/INR near 95.60, with options strategies and oil-risk hedges advised.

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