Policy

10 August 2026
Japan Bank Lending Growth Slows in July, Tempering BOJ Tightening Bets and Weighing on Yen

Japan’s bank lending growth slowed to 5.4%, missing forecasts, signalling cautious BoJ, weaker yen, bonds rally, equities.

8 August 2026
Standard Chartered sees BSP holding rates in August, keeps hawkish tone as cuts shift to 2027

Standard Chartered expects BSP to hold August rates, stay hawkish; forecasts 2027 cuts, lower growth and inflation.

8 August 2026
CFTC Data Show Aussie Dollar Shorts Ease as Traders Trim Bearish Bets

CFTC shows AUD net shorts narrowed to -33.2K; bearish sentiment easing, RBA rates support potential AUD/USD rally.

8 August 2026
Indonesia’s Q2 GDP Tops Forecasts, Tempering Bank Indonesia Cut Bets as Standard Chartered Lifts Outlook

Indonesia’s Q2 GDP beat forecasts at 5.3%; Bank Indonesia likely holds rates, supporting rupiah stability.

8 August 2026
Soft US payrolls cool Fed hike odds as yen intervention hits dollar; markets await US CPI

Soft US jobs and yen intervention shift rate expectations; markets eye CPI, oil above $80, and global equities.

8 August 2026
US jobs growth cools and participation sinks, sharpening Fed dilemma and fuelling SOFR volatility trades

July jobs data softened, balancing Fed mandates; traders should hedge with SOFR options and curve steepeners.

8 August 2026
Canada’s Ivey PMI slides in July, fuelling dovish Bank of Canada bets and loonie pressure

Canada’s Ivey PMI fell to 54.1 in July, signaling slower growth and dovish BoC implications.

7 August 2026
Mexico core inflation tops forecasts, bolstering case for Banxico caution and supporting peso carry trades

Mexico’s July core inflation rose 0.23%, slightly above forecasts, keeping Banxico cautious and delaying rate cuts.

7 August 2026
Czech National Bank holds rates at 3.75% as koruna softens and EUR/CZK steadies

CNB holds rates at 3.75%, signals wait-and-see; EUR/CZK likely range-bound near 24.20, favoring short-volatility option strategies.

7 August 2026
SNB Foreign Currency Reserves Rise to 768bn in July, Hinting at Swiss Franc Intervention

Swiss reserves climbed to 768bn in July, signaling SNB intervention, capping franc strength and favoring options.

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