Policy

7 July 2026
TD Securities sees flat US growth through 2026 as Iran oil risk keeps Fed on hold

TD Securities sees flat US growth, sticky inflation, Fed hold; Iran oil shock raises stagflation/recession risks.

7 July 2026
US services growth cools as ISM slips; easing prices and firmer dollar complicate Fed outlook

US services growth cooled; prices eased, jobs rebounded, dollar firmed as Fed outlook turned uncertain, volatility rose.

7 July 2026
US ISM services input prices ease in June, boosting rate-cut hopes and supporting bonds, equities

ISM services input prices cooled in June, easing inflation fears; markets eye Fed pause, lower yields, weaker dollar.

7 July 2026
US ISM Services PMI Holds at 54 in June, Supporting Fed Higher-for-Longer Stance

June ISM Services PMI held at 54, signaling steady expansion; supports higher Fed rates, lower volatility.

7 July 2026
ISM Services Employment Rebounds Above 50, Challenging Fed Rate-Cut Expectations

ISM services employment rebounded to 51.2, signaling expansion, delaying Fed cuts and boosting yields, dollar, volatility.

7 July 2026
US ISM services new orders cool in June, boosting rate-cut bets and volatility hedging strategies

ISM Services New Orders fell to 55.1 in June, signaling cooling demand, boosting rate-cut odds, volatility trades.

7 July 2026
US Composite PMI Miss Fans Volatility Bets, Boosts Rate-Cut Hopes and Defensive Sector Shift

June U.S. Composite PMI slipped to 51.9, missing forecasts, fueling volatility hedges and defensive sector rotations.

6 July 2026
European disinflation shifts focus to fiscal risks as Poland deficit widens and NATO spending looms

European disinflation eases inflation fears, shifting focus to growth and fiscal credibility; Poland’s deficit and borrowing worry.

6 July 2026
Eurozone Producer Prices Beat Forecast, Reinforcing Higher-for-Longer ECB Rate Expectations

Eurozone producer prices rose 5.9% in May, bolstering hawkish ECB outlook, supporting euro, pressuring equities.

6 July 2026
Eurozone Producer Prices Rise 0.2% in May, Bolstering ECB Steady-Policy Outlook

Eurozone producer prices rose 0.2% in May, supporting stable ECB policy expectations and subdued market volatility.

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