Policy

31 July 2026
US 4-week Treasury bill yield slips to 3.63% as markets price deeper Fed rate cuts

4-week Treasury bill yield drops to 3.63%, signaling Fed easing expectations; consider long SOFR futures, equity calls.

31 July 2026
Fed holds rates as three hawks dissent, long-end yields climb ahead of Jackson Hole

Fed held rates; statement barely changed but 9-3 vote, 30-year yields surged, volatility bets ahead.

31 July 2026
Bank of England holds Bank Rate at 3.75% as hawkish tilt keeps easing bets in check

Bank of England holds 3.75% in 6-3 vote, hawkish tilt; traders favor SONIA shorts and inflation hedges.

30 July 2026
Australia CPI Eases on Lower Fuel, but Sticky Core Inflation Keeps RBA Hawkish on Rates

Softer CPI but sticky core inflation keeps RBA hawkish; tight jobs support AUD upside; consider bullish derivatives setups.

30 July 2026
US core PCE inflation holds at 3.3%, bolstering Fed pause expectations and favouring volatility-selling strategies

Core PCE held at 3.3% in June, calming markets and favoring volatility-selling strategies amid steady Fed expectations.

30 July 2026
US PCE Inflation Holds at 3.7% in June, Bolstering Fed Pause Expectations

June PCE inflation held at 3.7% YoY, matching forecasts, supporting steady Fed rates and lower-volatility derivatives strategies.

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.

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