Policy

30 July 2026
US Personal Spending Rises 0.3% in June, Meeting Forecasts and Supporting Soft-Landing Narrative

June US spending rose 0.3%, matching forecasts, signaling steady consumers, softer volatility, and range-bound rates trading setups.

30 July 2026
US four-week jobless claims average dips to 202.75K, reinforcing hawkish rate outlook and dollar bid

U.S. four-week jobless claims fell to 202.75K, signaling tight labor markets, elevated yields, stronger dollar.

30 July 2026
Bank of England holds rates at 3.75% as Bailey flags lower central-scenario odds, Gulf uncertainty

Bank of England holds rate at 3.75%; Bailey flags encouraging softer CPI and unusually low central-scenario probability.

30 July 2026
Mexico Q2 GDP beats forecasts, bolstering peso outlook and shifting rate-cut bets

Mexico’s Q2 GDP beat forecasts at 2.2%, boosting peso, delaying cuts, repricing rates, shaping trades.

30 July 2026
Fed Steady Stance Weakens Dollar as Focus Shifts to BoE and Sterling Outlook

Fed hold steepens curve, weakening USD; focus shifts to BoE likely hold, hawkish tone, dissent risks, sterling outlook.

30 July 2026
Belgium’s July CPI jump fuels bets on eurozone rates staying higher for longer

Belgium’s July CPI jumped 0.63% MoM, fueling Eurozone inflation fears; traders eye bond shorts, euro calls.

30 July 2026
Bank of England to hold rates as energy prices rise and FTSE nears 11,000

BoE seen holding rates 7-2; markets eye CPI peak, energy volatility, FTSE strength, SONIA trades.

30 July 2026
Hesse CPI Surge Rekindles ECB Hawkish Bets, Pressuring Bunds and Lifting Euro Call Demand

Hesse CPI jumped 0.7% in July, boosting inflation fears, implying hawkish ECB stance and market repositioning.

30 July 2026
Germany’s working-day adjusted GDP growth accelerates to 0.9%, raising pressure on ECB rate-cut outlook

Germany’s working-day adjusted GDP rose 0.9% in Q2, signaling firmer output and potential higher-for-longer ECB rates.

30 July 2026
Croatia PPI Jumps as CEE Fuel Shock Rekindles Inflation Risks Ahead of Key Data and Fed Split

Middle East fuel shock lifts CEE inflation risks; hawkish Fed and GDP data spur higher-for-longer bets.

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