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INEOS: The first of two key modules for INEOS’s €5 billion project in Antwerp, Belgium, has arrived today after being held up in the Strait of Hormuz for an extended period.

2026-07-29

INEOS: The first of two key modules for INEOS’s €5 billion project in Antwerp, Belgium, has arrived today after being held up in the Strait of Hormuz for an extended period.

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2026-07-28

Fitch: Even if the Strait of Hormuz reopens quickly, developed Europe’s macroeconomic conditions will still be affected by spillovers from a war involving Iran.

Fitch: Even if the Strait of Hormuz reopens quickly, developed Europe’s macroeconomic conditions will still be affected by spillovers from a war involving Iran.
2026-07-29

Macquarie Group head of economic research David Doyle expects the Fed to hold rates at this meeting, but said the decision looks less clear-cut than earlier in the year. Market-implied odds of a rate hike are about 35%. The chair’s wording at the pre

Macquarie Group head of economic research David Doyle expects the Fed to hold rates at this meeting, but said the decision looks less clear-cut than earlier in the year. Market-implied odds of a rate hike are about 35%. The chair’s wording at the press conference and FOMC voting splits will be key. Markets will watch for dissents and any shift in statement language; if rates are held, dissenting votes are likely, with the count depending on how hawkish the wording becomes. Doyle still sees the next policy move most likely a hike in December. The statement could upgrade its description of unemployment (June said “little changed") after a further small decline, and overall risk is skewed toward adding language that implies a bias to tighten.
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