United States EIA Crude Oil Stocks Change above expectations (-1.5M) in July 17: Actual (2.011M)

Jul 22, 2026

Bank of Japan: Gradual tightening and external shocks – Rabobank

Rabobank’s FX Strategy team reviews Bank of Japan policy, noting that the slow rate-hike pace reflects exceptional shocks such as tariffs, war and domestic political changes.

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Jul 22, 2026

Aluminium: Tariff tweaks seen as long-term policy – ING

ING analysts discuss changes to US Section 232 aluminium tariffs aimed at incentivizing domestic smelting investment. Qualifying projects can import at 25% instead of 50%, but ING stresses this is a long-term industrial policy with limited near-term impact.

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