Policy

18 July 2026
US industrial production misses forecasts, fuelling rate-cut bets and cross-asset hedging strategies

US industrial production rose 0.1% in June, missing forecasts, signaling cooling manufacturing and boosting rate-cut trades.

18 July 2026
US import prices accelerate to 7.1% in June, raising higher-for-longer Fed expectations

US import prices rose 7.1% in June, signaling intensifying imported inflation, higher-for-longer rates, and volatility.

18 July 2026
US Building Permits Fall 3% in June, Stoking Rate-Cut Bets and Pressuring Homebuilders

U.S. building permits fell 3% in June, signaling developers’ pullback, rising recession risks, and rate-cut expectations.

17 July 2026
US Building Permits Miss Forecast, Adding to Signs of Cooling Housing Activity

June U.S. building permits rose to 1.367M, missing forecasts, signaling housing slowdown and prompting rate-cut, hedging strategies.

17 July 2026
Eurozone inflation steady at 2.8%, reinforcing ECB caution on rate cuts

Eurozone June HICP inflation held at 2.8%, matching forecasts, keeping ECB cautious and supporting higher-for-longer rates.

17 July 2026
Eurozone Core Inflation Steady at 2.4%, Keeping ECB Rate-Cut Bets on a Gradual Path

Eurozone core HICP inflation steady at 2.4% in June, easing volatility and supporting range-bound trading strategies.

17 July 2026
Eurozone Core HICP Holds at 0.2% in June, Reinforcing ECB’s Gradual Easing Outlook

Eurozone core HICP held at 0.2% in June, supporting steady ECB policy and low-volatility trading strategies.

17 July 2026
Wells Fargo sees Fed holding rates through 2027 as Treasury curve modestly bull steepens

Wells Fargo expects Fed steady through 2027, 10-year near 4.35%, favoring modest bull steepeners, hedged.

17 July 2026
Austria HICP inflation cools to 3.2%, boosting bets on ECB rate cuts and euro weakness

Austria’s HICP inflation eased to 3.2% in June, boosting ECB cut bets and shaping trading strategies.

17 July 2026
Austria June HICP Flat Against Forecasts, Raising ECB Hawkishness Risk for Rate Cuts

Austria’s June HICP surprised at 0% versus -0.3%, boosting hawkish ECB bets, euro calls, spread trades.

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