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Market on High Alert as Central Banks Gear Up for Rate Decisions

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Oil
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The global market is bracing for key economic indicators and rate decisions from major central banks, including the Federal Reserve, Bank of England, and Bank of Japan. The looming energy-driven inflation risks are causing concern among policymakers as crude oil prices hover around $100 a barrel.

Investors are also assessing the implications of massive investments in artificial intelligence by Big Tech firms, such as Alphabet's sharp rise in capital expenditure projections for 2026, estimated at $200 billion. The company's negative free cash flow for the first time since it went public has added to investor concerns.

The US Federal Reserve is set to announce its rate decision on July 29, with expectations suggesting that it may hold rates but offer a hawkish tone. Analysts predict that Fed Chairman Kevin Warsh may surprise investors with a rate hike. Dallas Fed President Lorie Logan and Cleveland's Beth Hammack are seen as favoring a rate increase.

The Bank of England is also expected to maintain its current policy, despite a minority faction potentially voting for a rate hike.

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