Policy

9 July 2026
Fed Minutes Expose Policy Divisions as Markets Reprice US Rate Path and Buoy Dollar Index

Fed minutes reveal hawkish division; inflation stays high as markets price renewed hikes, boosting dollar and yields.

9 July 2026
US 10-year Treasury auction clears at 4.58%, reinforcing higher-rate fears and weighing on equities

US 10-year auction yield rose to 4.58%, signaling higher borrowing costs, pressuring growth stocks, raising volatility.

9 July 2026
Sterling Rises as Hormuz Tensions Lift Oil and Dollar, Focus Shifts to Fed Minutes

Pound edged up as Iran-Hormuz tensions lifted oil and dollar; focus shifts to Fed minutes, UK politics.

9 July 2026
RBNZ lifts cash rate to 2.50% and signals more hikes as NZD outlook steadies

RBNZ raised the cash rate to 2.50%, signalled more hikes, boosting NZD near-term despite later-2026 dovish risks.

9 July 2026
India June CPI Seen at 4.1% as RBI Holds Course Despite WPI–CPI Divergence

India’s June 2026 CPI seen near 4.1%, stable; limited WPI pass-through keeps RBI steady, markets calm.

9 July 2026
RBNZ lifts cash rate to 2.50% as swaps price further tightening and NZD volatility beckons

RBNZ raised rates to 2.50% to curb inflation, signals more hikes; easing oil prices temper pressures, volatility.

9 July 2026
New York Fed Inflation Expectations Rise as Hotter CPI Spurs September Fed Hike Repricing

New York Fed survey signals rising inflation worries; hot CPI sparks market repricing, boosting hike odds and volatility.

8 July 2026
Rabobank Sees Sterling Support from Sticky Inflation, but Politics and Debt Could Lift EUR/GBP to 0.87

Sterling’s strength rests on sticky inflation and M&A, but politics, debt, and weak growth threaten losses.

8 July 2026
RBNZ Restarts Rate-Hike Cycle, Signals Further Tightening as Kiwi Rally Fades on Geopolitics

RBNZ hikes OCR to 2.50%, signals more rises; NZD dips on tensions, creating bullish relative-value opportunities.

8 July 2026
NBP seen holding rates at 3.75% as inflation risks weigh on zloty and cut bets

ING expects NBP to hold 3.75% rates, delaying cuts amid inflation risks; zloty pressured, EUR/PLN tested.

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