Policy

31 July 2026
Singapore Q2 Unemployment Holds at 2%, Reinforcing Tight Labour Market and Supporting SGD Outlook

Singapore’s Q2 unemployment held at 2%, signaling tight labour, supporting SGD strength and higher SORA rates.

31 July 2026
Japan June Retail Sales Slump Hits Dovish Bets, Weighing on Yen and Supporting JGBs

Japan retail sales plunged 4.1% in June, pressuring BOJ tightening hopes, weakening yen; trades: long USD/JPY.

31 July 2026
Japan Industrial Output Rebounds in June, Bolstering BOJ Tightening Bets and Yen Strength Outlook

Japan’s industrial production jumped 4.25% in June, boosting BoJ hike odds, sparking yen strength and volatility.

31 July 2026
Tokyo Core-Core Inflation Rises to 2% in July, Fueling Bank of Japan Rate-Hike Bets

Tokyo core-core CPI hit 2% in July, boosting BOJ hike odds; yen up, JGBs and Nikkei pressured.

31 July 2026
Japan Jobless Rate Holds at 2.5%, Keeping Bank of Japan on Course for Policy Normalisation

Japan’s unemployment stayed at 2.5% in June, supporting BoJ normalization and fueling bearish JGB, stronger yen trades.

31 July 2026
Fed holds rates as three dissent, long maturities sell off amid quieter guidance and balance sheet rise

Fed holds rates despite dissent; Warsh’s sparse guidance, rising yields and balance-sheet growth fuel volatility strategies.

31 July 2026
China Politburo Signals Fiscal Push Without Big Stimulus, Boosting China Assets and Yield Risks

July Politburo signaled restrained stimulus; H2 executes faster fiscal spending, boosts growth, supports equities, lifts yields.

31 July 2026
Warsh Fed Pause Risks Mispricing as Iran Supply Shock Lifts Oil and Stagflation Fears

Fed pauses amid Iran-driven supply shocks, risking transitory-inflation repeat; traders should hedge hawkish pivot and stagflation.

31 July 2026
BoE Holds 3.75% Rate as Dissent Rises, SONIA Futures Seen Undervalued

BoE held Bank Rate at 3.75% as inflation outlook fell; traders eye mispriced SONIA futures, hedged steepeners.

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.

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