Policy

28 July 2026
US two-year Treasury auction yield rises to 4.315%, bolstering hawkish rate expectations

US 2-year Treasury auction yield rose to 4.315%, signaling higher borrowing costs and prompting defensive trading strategies.

28 July 2026
Latin American FX and bonds buoyed by commodity tailwinds as Colombia stays hawkish amid EM divergence

Latin American assets benefit from rising commodities, strong real rates; Fed uncertainty lifts hedging, spotlighting Colombia’s hawkishness.

28 July 2026
Markets pivot to Fed decision as US-Iran tensions ease, with bitcoin and gold under pressure

Markets refocus on Fed decision as US-Iran tensions ease; Bitcoin and gold weaken, volatility strategies suggested.

28 July 2026
MAS tightens policy again as strong growth supports firmer Singapore dollar, USD/SGD slips modestly

MAS slightly steepened SG$ NEER band again; inflation steady; strong growth supports SGD, favoring puts, swaps, straddles.

28 July 2026
European yields jump after July sell-off as markets price further ECB hikes, fuelling reversal trades

July’s bond selloff lifted European yields 30bp; ECB hike expectations look stretched, creating reversal trading opportunities.

28 July 2026
DBS warns sticky US core inflation and Iran-driven fuel costs complicate Fed pause amid cooling demand

Sticky core inflation above 3% and weakening demand keep Fed likely steady, amid debt supply and volatility.

28 July 2026
Softer US CPI tempers hike odds as markets await Fed decision and key PCE inflation data

Softer June CPI eases inflation, but Fed uncertainty supports USD; focus shifts to FOMC and PCE catalysts.

28 July 2026
Fragile Iran ceasefire keeps oil risk elevated as Fed, BoE and BoJ holds loom

Fragile Iran pause drives oil volatility; stretched US grid, key central-bank holds, and mega-cap earnings amid issuance.

28 July 2026
CEE markets eye Czech and Hungarian GDP, Polish inflation jump as PLN and HUF gain favour

CEE markets quieten into month-end; focus turns to Czech and Hungarian Q2 GDP, plus Poland’s inflation.

28 July 2026
US durable goods orders ex-defence rise 0.3% in June, bolstering manufacturing resilience outlook

Durable goods orders ex-defense rose 0.3% in June, reversing May’s 4.6% drop, boosting manufacturing outlook.

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