Weekly Market Dive

US July CPI cooled as Fed rate-hike bets faded, putting gold and tech stocks in focus as markets reassess real yields and liquidity. 

July nonfarm payrolls fell by 23,000, weakening Q3 rate-hike bets as labor demand cooled and USDJPY faced intervention-driven pressure. 

US Q2 GDP slowed to 1.5%, but resilient consumer spending and stronger domestic demand suggest recession fears may be overdone. 

A second oil blockade could push crude above $120 as Bab el-Mandeb and Red Sea risks threaten supply, inflation and Fed rate expectations.

US June CPI cooled below expectations as inflation pressure eased beyond energy. Rate-hike fears may still be overpriced despite oil and Middle East risks.

A stronger yen, BOJ rate hike risk and carry trade unwinds could tighten liquidity and pressure the global market rally in 2026. 

At mid-year 2026, gold is caught between US dollar strength, Fed rate-hike expectations and central bank demand. Here’s why gold may stay range-bound in H2.

Explore the 2026 mid-year market outlook as AI drives growth, liquidity shapes risk assets, and traders watch the Fed, US dollar, gold, oil and FX markets. 

May 2026 non-farm payrolls beat expectations, but World Cup hiring, weak wage growth, inflation pressure and fragile consumer confidence may keep the Fed from hiking rates. 

SpaceX IPO 2026 could be a major market event. Learn what traders should know about SPCX, Starlink, Starship, valuation, risks and its Nasdaq debut.