Policy

20 July 2026
PBoC Holds Key Policy Rate at 3% as China Maintains Steady Monetary Stance

PBOC held its key policy rate at 3%, matching expectations, with no new guidance or measures.

18 July 2026
Bank of Korea’s hawkish turn prompts DBS to price 3.25% policy rate by end-2026

Bank of Korea hikes to 2.75%; DBS sees faster tightening to 3.25% by end-2026, inflation risks.

18 July 2026
Markets brace for ECB decision, UK inflation and global PMIs as dollar firms and oil rises

Markets brace for ECB decision, UK inflation/jobs, global PMIs; traders eye FX volatility, gold strength, oil rally.

18 July 2026
Sterling consolidates below annual high as Burnham policy expectations underpin GBP/USD uptrend

GBP/USD slips from one-year highs, but bullish momentum persists; traders eye 1.34 support amid policy optimism.

18 July 2026
Wells Fargo lifts 2026 global growth view, trims inflation as central bank paths diverge

Wells Fargo sees 2026 GDP at 2.7%, CPI 4.3%; diverging central-bank paths drive derivative trading opportunities.

18 July 2026
Hammack warns broad inflation pressures as energy, insurance and AI data centres add strain

Hammack warns broad inflation persists; businesses urge action as consumers despair amid energy, insurance, supply-chain, AI pressures.

18 July 2026
University of Michigan one-year inflation expectations dip, easing Fed pressure and boosting bonds, equities and euro

UoM one-year inflation expectations fell to 4.2%, signaling cooling pressures, easing Fed hikes, boosting bonds, stocks.

18 July 2026
US five-year inflation expectations ease to 3.3%, complicating Fed rate-cut outlook

University of Michigan five-year inflation expectations eased to 3.3% in July, shaping policy, bonds, equities, dollar.

18 July 2026
Michigan Consumer Sentiment Beats Forecast, Testing Rate-Cut Hopes and Lifting Yield and Dollar Outlook

Michigan consumer sentiment rose to 54.4 in July, beating forecasts and signaling resilience that may delay rate cuts.

18 July 2026
TD Securities Sees ECB Holding at 2.25% in July, Keeping September Hike Option Open

TD expects ECB to hold 2.25% in July, stay data-dependent; September hike possible, limited EUR/USD impact.

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