Policy

29 July 2026
UK Mortgage Approvals Beat Forecast in June, Bolstering Housing Lending and Rate Outlook

UK mortgage approvals beat forecasts at 58.2K, signalling housing resilience, supporting GBP, and delaying rate cuts.

29 July 2026
Italy’s May Industrial Sales Growth Accelerates, Adding Pressure on Euro and Eurozone Yields

Italy’s industrial sales jumped 5.3% in May, boosting Euro optimism and impacting ECB policy expectations.

29 July 2026
Markets Eye One Fed Rate Rise by Year-End as Near-Term Hike Odds Recede

Markets expect at least one US rate hike this year; Fed messaging may cap dollar gains.

29 July 2026
Markets Eye One Fed Rate Rise by Year-End as Near-Term Hike Odds Recede

Markets expect at least one US rate hike this year; Fed messaging may cap dollar gains.

29 July 2026
Chile Central Bank Holds Benchmark Rate at 4.5% as Markets Price Extended Policy Pause

Chile’s central bank held its benchmark rate at 4.5%, meeting expectations and signaling continued monetary stability.

29 July 2026
MAS tightens SGD NEER slope again, lifting Singapore dollar as USD/SGD slips to 1.2890

MAS tightened again, raising SGD NEER slope; USD/SGD dipped, boosting bullish SGD trades and volatility strategies.

29 July 2026
BNY Warns Supercore Inflation Stays Sticky as Markets Price Fed Hold, Task Force Reviews Metrics

BNY warns persistent supercore inflation may force more tightening, though July hold likely; trimmed-mean framework could delay cuts.

29 July 2026
Markets price Fed decision at 60:40 pause, with risk of reversible 25bp hike

Markets see a 60:40 Fed hold versus hike; cooler inflation, rich 5yr, hedging strategies dominate.

28 July 2026
US Case-Shiller Home Prices Top Forecast, Adding to Fed Higher-for-longer Rate Risks

Case-Shiller home prices rose 1.6% YoY in May, beating forecasts, reinforcing higher-for-longer rates and volatility.

28 July 2026
US house prices outpace forecasts, fuelling higher-for-longer rate expectations and bolstering the dollar

US Housing Price Index rose 0.3% in May, beating forecasts, bolstering higher-for-longer rates and hedging strategies.

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