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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 developments.
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 stressing the move was smaller than April’s.
Australian Dollar retreats from intraday gains ahead of Australian CPI and Fed decision
AUD/USD retreats to 0.6990 on Monday, though still up on Friday's close, after briefly rising as high as 0.7011 during the Asian session as investors prepare for key Australian inflation data and the Federal Reserve’s interest-rate decision.
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 risky.
United States Dallas Fed Manufacturing Business Index increased to 1.3 in July from previous 0
United States Dallas Fed Manufacturing Business Index increased to 1.3 in July from previous 0
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%.
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.
European Central Bank: Rate path and yields after sharp rise – Societe Generale
Societe Generale strategists argue July’s global fixed income selloff looks stretched, especially in Western Europe where 2-year and 10-year yields have risen about 30bp in four weeks.
Federal Reserve: Mixed signals keep rates on hold – DBS
DBS Group Research economists Taimur Baig and Chang Wei Liang argue that sticky United States (US) inflation keeps pressure on the Federal Reserve (Fed), but soft consumption, weak investment and fading labour market resilience justify a pause in Fed Funds rate hikes.
British Pound: Downside risks from softer UK data – HSBC
HSBC argues that GBP/USD faces renewed downside as UK disinflation and a softer labour market reduce urgency for further Bank of England tightening, even though markets still price hikes out to 2027.
Euro: Firmer against US Dollar despite slower growth – BNP Paribas
BNP Paribas strategists project Eurozone Gross Domestic Product (GDP) growth to slow to 0.8% in 2026 from 1.5% in 2025 due to spillovers from the Middle East conflict and weaker consumption.
New Zealand Dollar hesitates despite weaker US Dollar on renewed Iran diplomacy hopes
NZD/USD trades around 0.5790 at the time of writing on Monday, virtually unchanged on the day.
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 and fell short of the market expectation for an increase of 1.6%.