Live Updates

23

Jul 2026
ING: ECB Seen Holding at 2.25%, September Hike Priced as Oil Lifts Inflation Expectations

ING expects ECB to hold 2.25% now; September hike likely as oil rises; markets price ~23bp.

23

Jul 2026
Brent tops $97 as Strait of Hormuz fears and Red Sea attacks lift oil risk premium

Brent hits multi-week highs above $97 as US-Iran tensions threaten shipping, spiking volatility and options strategies.

23

Jul 2026
Oil and yield pressures drive yen lower as USD/JPY hits year-to-date highs above 163

Oil-driven yield gaps weaken yen; USD/JPY tops 163; BoJ hike talk sparks volatility; options strategies, hedges advised.

23

Jul 2026
Sterling’s Euro Gains Fade as Positioning, M&A Flows and Rate Spreads Signal Reversal

Sterling’s rally looks flow-driven and stretched; analysts favor EUR/GBP longs, options calls, and volatility into fiscal risks.

23

Jul 2026
US Futures Dip as Alphabet Lifts 2026 Capex, Oil Near $100 Raises Funding and Margin Strain

US futures dip as Alphabet boosts 2026 capex; Asian chips rally; Brent nears $100, spurring hedging.

23

Jul 2026
WTI extends five-day rally near $89 on Middle East supply risks and ECB watch

WTI extends rally near $88.60 as Middle East chokepoint closures spur volatility; traders eye $90.

23

Jul 2026
ING sees sterling summer gains fading as rates drift lower, lifting EUR/GBP towards 0.88 by year-end

ING says sterling’s rally is flow-driven; expects rate spreads and fiscal risks to lift EUR/GBP to 0.88.

23

Jul 2026
Hormuz and Red Sea tensions lift Brent upside risk as Black Sea outages squeeze supply

Hormuz and Red Sea tensions risk spiking Brent to $95.5, widening crack spreads; traders favor short-dated options.

23

Jul 2026
Asia-Pac shares rise as US tech capex drives chipmakers; yen weakens and oil jumps on Red Sea attacks

Asia-Pac stocks firm; chipmakers surge. Yen weak near ¥163, oil up; jobs boost Aussie, ECB looms.

23

Jul 2026
Euro climbs for sixth session against sterling as UK data dents BoE outlook ahead of ECB decision

Euro climbs six days versus sterling near 0.8645 on UK weakness; traders eye options ahead ECB decision.

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