Finance
Tata Power targets Europe for first solar equipment exports
Beijing is selling clean energy to the world, Washington is pushing oil and gas. Both are driven by national security.
Finance
Finance
Euro flat after losing early gains on Monday
EUR/USD trades lower near the 1.1370 area on Monday, surrendering earlier gains as investors remain cautious ahead of key Eurozone growth figures and the Federal Reserve’s (Fed) monetary policy decision.
Finance
United States Durable Goods Orders rise 0.3% in June vs. 1.6% expected
New orders for manufactured Durable Goods in the United States (US) rose by $1.1 billion, or 0.3%, to $334.8 billion in June, the US Census Bureau announced on Monday. This reading followed a 4% decline recorded in May …
Finance
British Pound: Growth slowdown and higher rates – BNP Paribas
BNP Paribas strategists expect United Kingdom (UK) growth to slow to 1% in 2026 from 1.3% in 2025, with renewed inflation pressures from the war in Iran pushing inflation to 3.2%. They now anticipate a 25 bp Bank of Eng…
Finance
WTI Oil drops more than 7% as US, Iran pause strikes
West Texas Intermediate (WTI) US Oil extends its decline on Monday, trading around $82.60 per barrel at the time of writing, down 7.4% on the day. Crude Oil opened the week with a sharp bearish gap after the United Stat…
Finance
Japanese Yen firms as easing tensions weigh on USD before Fed, BoJ
USD/JPY edges lower on Monday and trades around 163.70 at the time of writing, down 0.09% on the day, as the US Dollar (USD) comes under pressure from improving risk sentiment following the latest geopolitical developme…
Finance
Bank of England: Higher bar seen for rate hikes - ING
ING’s James Smith expects the Bank of England to keep rates on hold on 30 July and sees a prolonged pause extending through 2026. New forecasts are likely to show UK inflation peaking near 3%, below the 4% level seen as…
Finance
CEE FX: Softer geopolitics aids high beta – ING
ING’s Frantisek Taborsky expects upcoming Czech and Hungarian Gross Domestic Product (GDP) data to confirm improving growth momentum, while Polish inflation should re-accelerate on higher fuel prices. Taborsky argues th…
Finance
Singapore Dollar: MAS signals inflation concern – Commerzbank
Commerzbank’s Charlie Lay notes Monetary Authority of Singapore (MAS) unexpectedly tightened policy for a second meeting, slightly increasing the Singapore Dollar (SGD) Nominal Effective Exchange Rate (NEER) slope and s…
Finance
Federal Reserve: Extended pause but hike risk rising – UOB
UOB strategists expect the Federal Reserve (Fed) to keep the Fed Funds Target Rate at 3.50%–3.75% at the July Federal Open Market Committee (FOMC) meeting and maintain a base case of an extended pause through 2026, with…
Finance
Euro: Recovery signals offer limited upside against US Dollar – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad notes that Eurozone leading indicators, including Germany’s IFO, Purchasing Managers’ Index (PMI) and ZEW, point to improving activity. With inflation still above target, Had…
Finance
British Pound: Fiscal risks cap upside against US Dollar – BNY
Geoff Yu at BNY argues that the Bank of England (BoE) is likely to keep policy unchanged despite energy-driven price pressures, as markets have already tightened financial conditions. He sees the United Kingdom's (UK) c…
Finance
Russian Ruble: CBR credibility risks after cut – Commerzbank
Commerzbank’s Tatha Ghose reports the Russian central bank cut its key rate to 14.0% despite raising its 2026 inflation forecast and projecting stagflationary macro conditions. He argues the easing cycle suggests politi…
Finance
Silver Price Forecast: XAG/USD rallies near $60 as markets embrace US-Iran de-escalation
Silver (XAG/USD) rallies on Monday and trades around $59.45 at the time of writing, up 2.27% on the day. The white metal benefits from a sharp decline in Oil prices following renewed hopes for de-escalation between the …
Finance
British Pound loses ground against Japanese Yen ahead of central bank decisions
GBP/JPY edges lower on Monday as the British Pound (GBP) weakens across the board following its recent advance, with traders trimming exposure ahead of the Bank of England’s (BoE) interest-rate decision on Thursday. At …
Finance
British Pound: BoE seen on hold as risks linger – UOB
UOB strategists note GBP/USD edged up to 1.3326, with Gilts caught between fiscal risks from Prime Minister Burnham’s debut plans and the Oil price shock. A Bloomberg poll and UOB economist Lee Sue Ann both expect the B…
Finance
US Dollar: Fed uncertainty tempers USD strength – MUFG
MUFG’s Lee Hardman notes the US Dollar has softened as Middle East tensions ease and Brent Oil retreats below USD90, reducing energy-driven inflation fears. The correction in energy prices has slightly lowered market-im…
Finance
USD/JPY Price Forecast: Eases to 163.50 with the broader bullish trend intact
The Japanese Yen (JPY) pares recent losses against the US Dollar (USD) on Monday, favoured by a relief rally, as the US and Iran halted their hostilities, opening the door for further negotiations. The USD/JPY pair has …
Finance
Oil: Lower prices ease inflation risks – OCBC
OCBC’s Sim Moh Siong and Christopher Wong note that easing Oil prices, helped by reduced Iran–US tensions, are bringing crude closer to their base case of a gradual downtrend. They argue lower Oil should relieve inflati…
Finance
Japanese Yen: Hawkish shift needed to aid JPY against US Dollar – BNY
BNY’s Geoff Yu notes that the Bank of Japan (BoJ) is widely expected to keep rates unchanged, but stresses that markets need a clearer tightening signal as the Japanese Yen trades near multi-decade lows. Rising fiscal c…
Finance
US Dollar: Fed hold and data support – BBH
Brown Brothers Harriman’s (BBH) Elias Haddad expects a hawkish Federal Reserve (Fed) hold and a goldilocks-like United States (US) macro backdrop to keep the US Dollar (USD) supported in coming days. Haddad highlights f…
Finance
Gold Price Forecast: XAU/USD is looking for direction around $4,100
Gold (XAU/USD) has been consolidating gains during the European trading session, following a bullish gap at the week’s opening as a moderate improvement of risk sentiment hurt the safe-haven USD. A pause in the US-Iran …
Finance
Asia stocks gain before Fed, Big Tech earnings; CXMT surges over 500%
July 26, 2026, 3:57 AM EDT. The S&P 500 index declined by 0.79% in July following President Trump’s decision to reinstate the Strait of Hormuz blockade, escalating tensions with Iran. The CBOE Volatility Index (VIX) cli…
Finance
US Dollar: Fed communication key for path – OCBC
OCBC’s Sim Moh Siong and Christopher Wong highlight that markets have repriced the risk of a July Fed hike higher after Oil-driven inflation worries, but still expect no move. A hawkish hold would keep the US Dollar (US…