Market News

June CPI cooled to 3.5%, sinking the dollar in minutes. Then Fed Chair Warsh spoke and clawed part of it back. Here’s how two-stage events work.

A soft June CPI report sent the dollar lower and sharply reduced expectations for a July Federal Reserve rate hike.

A soft June CPI print knocked the dollar to the bottom of the majors as traders unwound July rate-hike bets, while oil, stocks, gold, and Bitcoin all climbed.

Looks like the BOC is set to hold rates again, but Macklem’s tone could decide whether CAD rallies or reverses this week.

The RBNZ surprised markets with a July hike to 2.50%. Explore the fundamental case behind the New Zealand dollar and build your own bias.

The U.S.-Iran conflict and Trump’s 20% Hormuz shipping fee sent oil surging nearly 9% Monday, pressuring stocks and gold while the dollar firmed on revived Fed rate-hike bets.

President Trump declared the U.S. the Strait of Hormuz’s “guardian” and demanded a 20% reimbursement fee on all cargo. Oil jumped 5%, stocks fell 1%, and the June ceasefire is officially dead.

The ceasefire is over, the mediator just got hit, and a cargo ship is disabled in the strait. Here’s what a war premium looks like when it finally has to stick.

Falling gasoline prices may soften headline CPI, but sticky core inflation and Warsh’s testimony could quickly revive dollar demand Tuesday.

The dollar round-tripped to flat as Iran headlines whipsawed oil, hawkish Fed minutes stirred rate bets, and a surprise RBNZ hike crowned the Kiwi this week.

Chip stocks drove a Thursday rally even as the US and Iran traded airstrikes. Here’s why AI investment news can outweigh geopolitical risk in markets.

Chipmakers powered a Wall Street rebound Thursday as Micron lifted U.S. spending plans, with the dollar easing, gold and Bitcoin higher, and oil sliding despite renewed U.S.-Iran strikes.

Hawkish central bank signals hit markets, but traders rewarded the Kiwi and sold the dollar anyway. What’s up with that?!

With no NFP noise to drown out the impact of Canada’s jobs report this week, this top-tier release could trigger a bigger market reaction than usual. Here’s what to look out for.

The minutes of the Fed’s June meeting revealed division over whether inflation will cool as the Middle East conflict eases or stay elevated as AI-related investment keeps pressure on prices.

Trump called the U.S.-Iran ceasefire “over” after fresh strikes, sending oil higher and risk assets lower. Fed minutes lifted hike bets and yields, but the dollar still slipped.

Trump declared the US-Iran ceasefire over after Iran struck ships in the Strait of Hormuz, sending oil prices surging 6% and rattling markets.

The RBNZ raised its Official Cash Rate to 2.50%, its first hike in three years, but won’t commit to a timeline for what comes next.

The June Fed minutes could test whether markets are right to price hawkish risks, or whether Warsh’s silence muddies the dollar setup.

Tanker attacks near a key shipping route and a fresh OPEC+ supply increase are pulling oil prices in opposite directions this week.