Policy

14 August 2026
Canada Manufacturing Sales Beat Forecast, Tempering Bank of Canada Cut Bets, Supporting Loonie

Canada manufacturing sales rose 0.1%, beating forecasts; easing-cut expectations, supporting CAD, impacting rates, and strategies.

14 August 2026
Sterling slips versus yen as Bank of Japan rate-hike bets intensify, UK data awaited

Sterling slipped versus yen as BoJ rate-hike expectations grew, widening policy divergence and favoring bearish GBP/JPY strategies.

14 August 2026
CEE inflation cools as wartime energy spike lifts Poland and Czech yields, reshaping rate swap trades

CEE July inflation mostly eased; Poland, Czechia diverged. Iran-war energy spike lifted costs; trades: swaps, bonds, power.

14 August 2026
Argentina July CPI uptick challenges crawling peg, fuelling peso NDF demand and hedging activity

Argentina’s July CPI rose to 2.1%, topping June’s 1.9%, pressuring peso policy and boosting hedging demand.

14 August 2026
US 30-year Treasury auction yield climbs to 5.216%, sharpening long-end borrowing costs

Treasury 30-year auction yield hit 5.216%, highest since 2007, signaling higher borrowing costs and hedging trades.

14 August 2026
US four-week Treasury bill yield slips to 3.625%, reinforcing expectations of Fed easing cycle

Treasury four-week bill yield dipped to 3.625% from 3.64%, signaling slightly cheaper funding as easing expectations build.

14 August 2026
India CPI ticks up on food costs as RBI seen holding 5.25% repo rate

India’s July CPI rose to 4.45% on higher food inflation; RBI likely holds 5.25% rates.

13 August 2026
US July PPI undershoots forecasts, bolstering rate-cut bets and weighing on the dollar

US July PPI rose 4.7% y/y, under 4.9% forecast, signaling cooling inflation and dovish-trade opportunities.

13 August 2026
Markets pare September Fed hike odds after July CPI, with cuts now seen restarting in 2027

Post-CPI, September hike odds fell; UOB expects 2026 pause, 2027 cuts, favoring range trades and hedges.

13 August 2026
Central Bank Pressure Index flags renewed political push on ECB as France and Italy debt strains mount

AI-built CBPI shows renewed political pressure on ECB as debt rises, safety nets fade, volatility grows.

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