Policy

31 July 2026
Eurozone inflation rises to 2.9% as core edges up, bolstering ECB hawkishness

Eurozone inflation rose: headline HICP 2.9%, core 2.5%, boosting hawkish ECB bets and euro volatility.

31 July 2026
Italian Inflation Surprise Risks Wider BTP-Bund Spread, Complicates ECB Cuts, Lifts Euro

Italy’s inflation beat forecast at 2.9%, lifting yields, supporting euro, pressuring equities, reshaping ECB rate-cut bets.

31 July 2026
Italy July CPI Meets Forecasts at 2.8%, Keeping ECB Policy Expectations and BTP Spreads Stable

Italy’s July CPI rose 2.8% year-on-year, meeting expectations, supporting stable ECB policy and range-bound markets.

31 July 2026
Eurozone Core HICP Beats Forecast, Raising ECB Higher-for-longer Risks Across Bonds, FX and Equities

Eurozone core HICP hits 2.5%, above forecasts, signaling stubborn inflation and hawkish ECB; traders adjust bonds, FX, equities.

31 July 2026
Eurozone Core Inflation Stalls in July, Fueling ECB Rate-Cut Bets and Lifting Euribor Futures

Eurozone core HICP stalled in July, boosting ECB cut hopes, lifting bonds, pressuring euro, supporting equities.

31 July 2026
Portugal CPI Falls 0.5% in July, Fueling Bets on ECB Rate Cuts and a Softer Euro

Portugal’s CPI fell 0.5% in July, signaling deflation, supporting ECB cuts, bond gains, euro weakness.

31 July 2026
Portugal’s July CPI Eases to 3.0%, Bolstering Bets on ECB Autumn Rate Cuts

Portugal inflation eased to 3% in July, boosting dovish ECB rate-cut bets, bonds, and euro shorts.

31 July 2026
BoE holds Bank Rate at 3.75% as Bailey downplays hike odds; markets reprice September increase

BoE holds Bank Rate at 3.75%; dovish split curbs hike bets, favoring SONIA longs, gilts, GBP puts, oil hedges.

31 July 2026
AUD/USD Hits Mid-June High as RBA Tightening Bets Offset Softer US Data, Geopolitical Risks

AUD/USD hits 0.7035 on RBA hike bets, weak US GDP; Middle East tensions may strengthen dollar.

31 July 2026
Norway’s credit growth eases to 4.4% in June, bolstering rate-cut expectations at Norges Bank

Norway’s credit indicator slipped to 4.4% in June, signaling slowing credit demand and a potential dovish shift.

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