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What July can tell us about where stocks go next

The summer is hurtling by, but this month has been crucial for assessing the main drivers of asset prices as we move through Q2. July has seen an abrupt shift in stock market leadership. The best-perf ...

Euro slips back below 1.1500 as US Dollar recovers

The Euro (EUR) weakens against the US Dollar (USD) on Friday as short-covering in the Greenback following the previous day’s sharp sell-off pushes EUR/USD back below 1.1500. At the time of writing, th ...

Canadian Dollar shrugs off upbeat GDP as US Dollar stages a comeback

USD/CAD trades around 1.4045 on Friday at the time of writing, recovering from a two-week low hit on Thursday at 1.3991.

Chile Industrial Production (YoY) up to 1.3% in June from previous -7.5%

Gold: Reduced Fed hike bets support prices - Commerzbank

Commerzbank’s Carsten Fritsch notes that gold briefly traded above USD 4,100 after the Fed meeting as markets pared back expectations of further rate hikes. Fed funds futures nevertheless continue to ...

The Yen was boosted by intervention

The US dollar recorded its worst two-day performance since January amid a market reassessment of the Fed’s ability to bring inflation back to target, hawkish rhetoric from the Bank of England, and cur ...

British Pound: Softer BoE stance seen weighing on Sterling – BBH

Brown Brothers Harriman’s (BBH) Elias Haddad highlights that the Bank of England (BoE) left rates at 3.75% with a 6–3 vote, while Governor Andrew Bailey pushed back against expectations of an imminent ...

Euro: ECB September hike still base case – TD Securities

TD Securities strategists highlight that Euro area Harmonised Index of Consumer Prices (HICP) inflation rose to 2.9% y/y in July, with core inflation at 2.5% and services inflation at 3.3%, indicating ...

Brent: Conflict risks keep prices elevated – Commerzbank

Commerzbank’s Norman Liebke and colleagues highlight that Brent remains volatile as Middle East tensions and shipping disruptions through key chokepoints constrain supply.

US Dollar Index: DXY seen returning to 96.00–100.00 range – BBH

Brown Brothers Harriman’s (BBH) Elias Haddad notes that the Dollar stabilized after a sharp sell-off linked to suspected USD/JPY intervention, but argues the broader USD rally since May has likely end ...

Australian Dollar holds firm despite weak Chinese data, fading RBA rate hike bets

AUD/USD trades around 0.7030 at the time of writing on Friday, little changed on the day after Thursday's strong rally.

Canadian Dollar: Balanced growth supports CAD – TD Securities

TD Securities strategists expect Canadian real Gross Domestic Product (GDP) to rise by 0.2% m/m in May, exceeding the flash estimate and extending April’s 0.5% gain. They highlight balanced growth acr ...