Theme · updated 8 July 2026
FX & the dollar
The dollar, DXY and the major crosses — the funding leg under global positioning.
The ceasefire ends, oil spikes
8 July 2026Wednesday 2026-07-08 - the ceasefire ends, oil spikes, and an oil-led risk-off slams the rate ceiling back through 5%
A soft US jobs report last week dialed back Fed rate-HIKE bets — and the tone tilted dovish…
7 July 2026Tuesday 2026-07-07 - a soft jobs print eases the rate ceiling; watch the undercurrent beneath an AI-led tape
US markets were closed for Independence Day (4 July, a Saturday) — but the markets that never…
4 July 2026Long-weekend edition · 2026-07-04 - US markets closed for Independence Day (equities & yields = Thu 2 Jul close)
Markets as of the 3 July session
3 July 2026Friday 2026-07-03 - markets as of the 3 July session
Markets as of the 2 July session
2 July 2026Wednesday 2026-07-02 - markets as of the 2 July session
Markets as of the 1 July session
1 July 2026Wednesday 2026-07-01 - markets as of the 1 July session
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