Analýza

FOMC, Iran Escalation, and Rising Risk-Off Sentiment

FOMC, Iran Escalation, and Rising Risk-Off Sentiment

Markets turn defensive as the Fed holds its inflation-fighting stance, the Nasdaq 100 nears correction territory, and Iran-related tensions escalate. This risk-off mix could persist for days or weeks. The yen looks attractive as carry trades may unwind, while gold's safe-haven appeal fades.
Born2trade | Před 1 dnem
Tech Giants’ Earnings Loom; U.S. Equities Await Fed Decision Signals

Tech Giants’ Earnings Loom; U.S. Equities Await Fed Decision Signals

The Fed is expected to keep rates unchanged, but the statement and press conference are the main focus. This meeting will be a critical window for markets to assess the Fed’s communication style and policy framework, and it will set the tone for shorter-term volatility. On equities, attention is on Microsoft and Meta’s after‑hours earnings, which will test whether massive AI investments
ATFX | Před 1 dnem
Iran Strikes US Bases; Fed Decision Ahead - CPT Markets

Iran Strikes US Bases; Fed Decision Ahead - CPT Markets

🚨 Iran launches ballistic missiles at US bases — WTI spikes 4.4% to $82.73 in Asia. Fed decision today: 69% hold, 31% hike. Gold drops 1% to $4,021, down 24% since Feb conflict. Commerzbank cuts year-end gold forecast to $4,500. Goldman targets $80 oil if Hormuz fully restores in Q4. Warsh presser the key catalyst.
CPT Markets | Před 1 dnem
Fed in Focus; Oil Slides Below $90 - CPT Markets

Fed in Focus; Oil Slides Below $90 - CPT Markets

🏦 Fed decision tomorrow — markets split 66/34 on hold vs hike, September hike at 79%. Citadel expects a surprise 25bps hike today. Brent plunges 8.7% to $88.36, WTI drops 7.5% to $82.61 on US-Iran talks progress. DXY climbs to 101.50, gold erases gains. ADP and CB Consumer Confidence due today.
CPT Markets | Před 1 dnem
A Defining Moment for US Monetary Policy

A Defining Moment for US Monetary Policy

Tomorrow's Fed decision could reshape expectations for the US interest-rate cycle. While markets continue to expect rates to remain unchanged, the probability of a surprise hike has risen sharply. The case also serves as a reminder that, despite remaining the world's reserve currency, the US dollar has experienced a substantial long-term decline in purchasing power since the early XX century.
Headway | Před 1 dnem
Why Oil Is Dropping Sharply on July 27–28

Why Oil Is Dropping Sharply on July 27–28

Oil prices fell sharply on July 27–28 as markets rapidly priced out the geopolitical risk premium built up during the US-Iran conflict. A surprise US halt to air strikes and reports of renewed diplomatic talks eased fears over shipping through the Strait of Hormuz, a critical artery for global crude flows.
Born2trade | Před 1 dnem
Fed Uncertainty Strengthens US Dollar as Markets Turn Defensive | 28th July, 2026

Fed Uncertainty Strengthens US Dollar as Markets Turn Defensive | 28th July, 2026

Markets stayed defensive ahead of the Federal Reserve’s policy decision, with a stronger US Dollar pressuring gold, silver, the British Pound, and Canadian Dollar despite easing expectations for further rate hikes. The Japanese Yen traded sideways as investors awaited guidance from both the Fed and the Bank of Japan, with central bank decisions expected to drive the next major market moves.
Moneta Markets | Před 2 dny
Oil: a surplus on the horizon

Oil: a surplus on the horizon

The dollar may gain amid surprise risks from the Fed, while Brent falls on de-escalation, though Chinese demand limits the downside.
FxPro | Před 2 dny
Dollar finds support as risk appetite wanes

Dollar finds support as risk appetite wanes

Risk appetite weakens ahead of the Fed and pivotal Microsoft and Meta earnings; Nasdaq 100 index underperforms as investors shift to defensive sectors; Oil prices ease, but geopolitical risks remain elevated; Dollar supported by risk aversion, as investors eye a hawkish Fed stance;
XM Group | Před 2 dny