Policy

22 July 2026
UK CPI edges up 0.1% in June, easing pressure on Bank of England as cut bets build

UK June CPI rose 0.1% as expected, easing BoE pressure; traders eye rate-cut bets, GBP puts, FTSE calls.

22 July 2026
South Korea PPI Accelerates to 8.6% as Markets Weigh Bank of Korea’s Higher-for-Longer Stance

South Korea’s June PPI rose 8.6%, signaling persistent inflation, higher yields, equity downside, and won weakness.

22 July 2026
Reuters poll sees Fed holding rates through year as markets price late-2026 hike risk

Reuters poll signals Fed holding rates this year despite sticky inflation, while markets price late-year hikes.

22 July 2026
USD/IDR dips on domestic drivers, S&P rating affirmation; Bank Indonesia meeting seen anchoring range near 17,940

USD/IDR slips on domestic factors; S&P affirms BBB, BI meeting looms, range-bound 17,820–18,000 amid risks.

22 July 2026
Standard Chartered Warns India CPI Upside Risks as Weak Monsoon and El Niño Threaten Crop Output

Standard Chartered warns deficient monsoon and El Niño may lift India inflation, hit crops, and spur hedging.

22 July 2026
Sterling and gilts stabilise as Healey named Chancellor, but fiscal uncertainty keeps pressure on GBP

UK gilt and sterling sell-off steadies, but fiscal uncertainty and labor slack may lower BoE hike expectations.

22 July 2026
Softer Canada inflation and US tariffs stall loonie rebound as USD/CAD holds above key support

Soft Canadian inflation and fresh US tariffs stall CAD rebound; USD/CAD vulnerable below 50-day average.

22 July 2026
US ADP Four-Week Hiring Average Slips, Reinforcing Labour Market Cooling and Dovish Fed Bets

ADP four-week hiring average fell to 16.5K, cooling labor market; traders eye dovish Fed, hedge volatility.

22 July 2026
Mexico Retail Sales Drop Spurs Banxico Cut Bets, Raising Peso and Consumer Equity Risks

Mexico’s May retail sales fell 0.6%, signaling weaker demand, pressuring Banxico, peso, and consumer equities.

21 July 2026
Hungary’s Central Bank Set for Further Rate Cuts as Forint Stable and Global Pressures Build

NBH seen cutting 25bp to 5.75% as stable forint and global pressures shape easing expectations.

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