Policy

29 July 2026
BNY Warns Supercore Inflation Stays Sticky as Markets Price Fed Hold, Task Force Reviews Metrics

BNY warns persistent supercore inflation may force more tightening, though July hold likely; trimmed-mean framework could delay cuts.

29 July 2026
Markets price Fed decision at 60:40 pause, with risk of reversible 25bp hike

Markets see a 60:40 Fed hold versus hike; cooler inflation, rich 5yr, hedging strategies dominate.

28 July 2026
US Case-Shiller Home Prices Top Forecast, Adding to Fed Higher-for-longer Rate Risks

Case-Shiller home prices rose 1.6% YoY in May, beating forecasts, reinforcing higher-for-longer rates and volatility.

28 July 2026
US house prices outpace forecasts, fuelling higher-for-longer rate expectations and bolstering the dollar

US Housing Price Index rose 0.3% in May, beating forecasts, bolstering higher-for-longer rates and hedging strategies.

28 July 2026
Brazil IPCA-15 inflation undershoots forecasts, fuelling Selic cut bets and prompting market repositioning

Brazil’s IPCA-15 rose 0.06% in July, below forecasts, shifting rate, FX and equity positioning.

28 July 2026
India’s Cumulative Industrial Output Growth Accelerates to 5.8% in June, Lifting Market Optimism

India’s cumulative industrial output growth accelerated to 5.8% in June, boosting bullish Nifty expectations and options.

28 July 2026
Bank of Japan Seen Holding 1.00% Rate, Retaining Tightening Bias as Yen and Inflation Watched

BOJ expected to hold 1.00% rate July 31, keeping tightening bias amid firm demand, easing inflation, weak yen.

28 July 2026
Oil Slides on Trump Ceasefire Signal as Treasury Yields Fall Ahead of Warsh-Led Fed Meeting

Oil plunged on halted Iran strikes; yields fell ahead of Fed. Traders should hedge volatility across crude, Treasuries.

28 July 2026
Trump Calls for Rate Cuts Under Warsh as Inflation Cools; Markets Brace for Softer Dollar

Trump signals rate cuts, touts Warsh; strategists recommend Treasury calls, oil straddles, XLY calls, short dollar.

28 July 2026
MAS Tightens S$NEER Slope Again, Boosting SGD Outlook as Traders Eye USD/SGD Downside

MAS tightened S$NEER slope again, supporting SGD; traders may short USD/SGD via puts, hedging yield-driven volatility.

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