Risk Sentiment
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IMF July outlook keeps the macro trade focused on growth, oil and rates
The IMF’s July 8 briefing projected 3.0% global growth in 2026 and 3.4% in 2027, a setup that keeps index futures, FX, oil and gold traders focused on inflation shocks and policy reaction.
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Temasek choosing AI over crypto is a capital-allocation warning for traders
The Singapore fund’s AI pivot does not kill crypto demand, but it shows where large institutions may prefer to take growth risk.
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Oil’s jump puts stock futures and Fed-minutes positioning on the same watchlist
Higher crude prices, softer U.S. futures and a coming Fed-minutes release give traders a three-part checklist: energy, rates and equity breadth.