Monthly Archives: July 2026
US jobless claims fall to 215,000, boosting Fed tightening bets and lifting short-dated Treasury yields
Written on July 2, 2026 at 4:20 pm, by josephine
Jobless claims fell to 215,000, boosting Fed hike odds and prompting volatility hedges amid higher-rate expectations.
US payrolls miss boosts rate-cut bets, lifts volatility and shifts positioning in equities, bonds and dollar
Written on July 2, 2026 at 3:50 pm, by josephine
June payrolls rose 57,000, missing forecasts, boosting rate-cut odds; equities buoyed, but recession/volatility risks rise.
US wage growth holds at 3.5% in June, underpinning Fed rate-hold expectations and market calm
Written on July 2, 2026 at 3:20 pm, by josephine
June US hourly earnings rose 3.5% year-on-year, steadying Fed outlook, supporting soft-landing trades and dollar strength.
GBP/JPY retreats from two-month high as yen rebounds, fuelling intervention speculation in Japan
Written on July 2, 2026 at 2:52 pm, by josephine
GBP/JPY retreats near 215 after 216 high; yen strengthens amid intervention fears, technical support holds, options hedging.
EUR/JPY slides over 100 pips as yen strengthens on intervention speculation
Written on July 2, 2026 at 2:50 pm, by josephine
EUR/JPY slid 100+ pips as yen strengthened on intervention chatter; bearish momentum persists, with 183.75 pivotal.
BNY iFlow Shows Cross-Border Clients Turn Underweight Yen as Carry Trades Rebuild
Written on July 2, 2026 at 2:23 pm, by josephine
BNY iFlow shows clients underweight yen, as BoJ-Fed divergence revives selective JPY-funded carry trades demand.
Dollar slips ahead of June US payrolls as Fed’s Warsh keeps inflation focus in spotlight
Written on July 2, 2026 at 2:21 pm, by josephine
Dollar slips before US June payrolls; markets eye wages, inflation, and Fed policy amid guidance resistance.
Sterling gains as dollar slips, markets brace for US payrolls to reset Fed outlook
Written on July 2, 2026 at 1:53 pm, by josephine
Sterling climbed as dollar weakened before US jobs data, while traders eyed Fed signals and volatility.
Commerzbank Sees US Jobs Report Losing Market Sway as Fed Focus Stays on Inflation
Written on July 2, 2026 at 1:51 pm, by josephine
Commerzbank says NFP may sway markets less as Fed prioritizes inflation, and payroll data grows volatile.
EUR/GBP slips towards 0.8550 as softer Eurozone inflation dents ECB July hike bets
Written on July 2, 2026 at 1:23 pm, by josephine
EUR/GBP slips near 0.8550 as euro weakens on softer inflation, reducing ECB hike odds versus BoE.
