Policy

30 July 2026
Belgium’s July CPI jump fuels bets on eurozone rates staying higher for longer

Belgium’s July CPI jumped 0.63% MoM, fueling Eurozone inflation fears; traders eye bond shorts, euro calls.

30 July 2026
Bank of England to hold rates as energy prices rise and FTSE nears 11,000

BoE seen holding rates 7-2; markets eye CPI peak, energy volatility, FTSE strength, SONIA trades.

30 July 2026
Hesse CPI Surge Rekindles ECB Hawkish Bets, Pressuring Bunds and Lifting Euro Call Demand

Hesse CPI jumped 0.7% in July, boosting inflation fears, implying hawkish ECB stance and market repositioning.

30 July 2026
Germany’s working-day adjusted GDP growth accelerates to 0.9%, raising pressure on ECB rate-cut outlook

Germany’s working-day adjusted GDP rose 0.9% in Q2, signaling firmer output and potential higher-for-longer ECB rates.

30 July 2026
Croatia PPI Jumps as CEE Fuel Shock Rekindles Inflation Risks Ahead of Key Data and Fed Split

Middle East fuel shock lifts CEE inflation risks; hawkish Fed and GDP data spur higher-for-longer bets.

30 July 2026
Fed hold and Warsh rhetoric steepen Treasury curve as September hike odds drop

Fed held rates 9-3; curve steepened as inflation expectations rose, September hike odds fell; traders position.

30 July 2026
Fed holds rates at 3.50%–3.75% as three officials push for immediate hike

Fed held rates at 3.50%–3.75%; 9–3 vote signaled hawkish tilt as three backed immediate hike.

30 July 2026
Fed holds benchmark rate at 3.75% as markets assess inflation outlook and volatility trades

Fed holds benchmark rate at 3.75%, matching expectations; implied volatility may fall, favoring short-volatility and spread strategies.

30 July 2026
Iran Conflict Uncertainty Lifts Fed Hawkish Bets, but Warsh May Limit Dollar Upside

Resilient US labour data cools hike urgency; Iran war uncertainty drives hawkish Fed tone and dollar positioning.

30 July 2026
Dollar edges softer ahead of FOMC as markets price 33% hike odds; DXY 101.10 in focus

Dollar softens ahead of FOMC; swaps price 33% hike, but steady rates could break DXY 101.10 support.

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