|
||
| 14th July 2026 | view in browser | ||
| CPI and Warsh face a high bar | ||
|
Markets face a pivotal test today as investors look to US CPI for evidence that inflation is continuing to cool, while Fed Chair Kevin Warsh’s testimony is unlikely to unsettle markets unless he delivers a meaningfully more hawkish message than is already priced in. |
||
|
||
| 14th July 2026 | view in browser | ||
| FOMC Minutes Preview | ||
|
Markets will scrutinize the June FOMC minutes for fresh insight into the Fed’s internal policy debate and whether Chair Kevin Warsh’s push for less forward guidance signals a more data-dependent—and potentially less predictable—approach to monetary policy. |
||
|
||
| 14th July 2026 | view in browser | ||
| Words over dots: The market’s first look at a Warsh Fed | ||
|
Markets expect the Fed to leave rates unchanged today, but the real focus will be on Kevin Warsh’s first press conference as Chair, where investors will look for clues on the future policy path, the Fed’s communication framework, and whether the central bank is leaning toward tighter policy or laying the groundwork for eventual accommodation. |
||
|
||
| 14th July 2026 | view in browser | ||
| ECB Preview: Hike today, what about tomorrow? | ||
|
The ECB is widely expected to deliver a 25 basis point “insurance hike” to 2.25%, but with the move fully priced in, markets will be focused on whether President Lagarde signals a cautious one-off adjustment or leaves the door open to further tightening in response to persistent inflation risks. |
||
|
||
| 14th July 2026 | view in browser | ||
| US Jobs Report Preview | ||
|
Today’s U.S. employment report is shaping up as one of the most important macro releases ahead of next week’s FOMC meeting, with markets looking for confirmation that the U.S. economy remains resilient despite higher energy prices, ongoing Middle East tensions, and lingering uncertainty around trade and investment. |
||
|
||
| 14th July 2026 | view in browser | ||
| Why crypto may be entering its next accumulation phase | ||
|
As speculative excess is flushed from the market and institutional adoption continues to advance, the foundations for crypto’s next accumulation cycle may already be taking shape. |
||
|
||
| 14th July 2026 | view in browser | ||
| The Shekel Shock: Structural currency strength and a possible long-term policy rethink | ||
|
The shekel has emerged as one of the world’s strongest currencies despite ongoing war and geopolitical instability, reflecting the growing structural resilience of Israel’s innovation-driven economy while raising important long-term questions about how policymakers might eventually respond to sustained currency appreciation. |
||
|
||
| 14th July 2026 | view in browser | ||
| Fed Minutes Preview: How far is the Fed from another hike? | ||
|
Markets head into today’s FOMC minutes looking for greater clarity on just how concerned Fed officials have become about persistent inflation and geopolitical risks, though with hawkish expectations already largely priced in, the hurdle for a fresh risk-off shock may be relatively high. |
||
|
||
| 14th July 2026 | view in browser | ||
| Crypto: Perspective after the pullback | ||
|
Despite recent underperformance versus equities, crypto appears to be consolidating within a developing uptrend, supported by strengthening technical structure, improving fundamentals, and a still-compelling long-term macro case. |
||
|
||
| 14th July 2026 | view in browser | ||
| Fading dollar dominance reinforces structural bid for bitcoin | ||
|
The gradual erosion of US dollar dominance in global reserves is reinforcing the structural case for Bitcoin and digital assets as credible, non-sovereign alternatives—particularly given their advantages over gold and growing institutional adoption. |
||

