Policy

25 July 2026
OCBC sees MAS holding S$NEER settings as June core inflation uptick keeps hawkish undertone

OCBC expects MAS to keep S$NEER unchanged Monday; modest inflation rebound, low volatility, range trades, mild SGD bias.

25 July 2026
Global markets brace for Fed, BoE and BoJ decisions as dollar holds firm and volatility rises

Markets brace for Fed, BoE and BoJ decisions, with volatility strategies targeting FX, gold, and oil.

25 July 2026
Bank Indonesia holds rates at 5.75% as UOB flags further hikes and rupiah support

Bank Indonesia held rates at 5.75% in July; UOB expects hikes to 6.50% by 2026.

25 July 2026
Warsh set to hold rates as oil rise and hawkish dissents keep tightening risk in play

FOMC expected to hold rates under Warsh; softer data but rising oil, hawkish dissents keep hikes possible.

25 July 2026
USD/CHF steadies near June 2025 high as oil dips, Fed hike bets and Middle East risks support dollar

USD/CHF steadies near 0.8166 as oil dips, geopolitics and hawkish Fed expectations bolster dollar demand.

25 July 2026
Rabobank sees Bank of England holding 3.75% through 2026 as markets price tighter policy

Rabobank expects Bank Rate held at 3.75% through 2026, unless energy shocks revive inflation and wages.

24 July 2026
UK CPI Undershoots MPC Forecast as Oil Shock Threatens Return to 3% Inflation

UK CPI cooled to 2.6%, but rising energy shocks may push inflation above 3%, reshaping trades.

24 July 2026
Mexico Unemployment Ticks Up to 2.8% as Banxico Rate-Cut Expectations Build

Mexico unemployment rose to 2.8% in June, signaling labor cooling, potential Banxico cuts, and peso weakness.

24 July 2026
ECB holds deposit rate at 2.25% as markets price September hike; Deutsche Bank flags further risk

ECB held rates at 2.25%, signaling September hike; futures price 82% odds, boosting yield and euro.

24 July 2026
White House revives Section 301 tariffs as markets brace for hawkish Fed guidance and higher oil prices

White House reissues tariffs via Section 301, boosting lasting risk; oil spikes and hawkish Fed drive hedging trades.

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