Monthly Archives: June 2026
USD/JPY nears 160 as strong US manufacturing lifts dollar, intervention risk and NFP awaited
Written on June 1, 2026 at 9:59 pm, by josephine
USD/JPY nears 160 on strong US data, but Japan intervention risk rises; key NFP catalyst ahead.
Poland’s central bank set to hold rates at 3.75% as inflation cools and growth slows
Written on June 1, 2026 at 9:58 pm, by josephine
Poland’s central bank likely holds rates at 3.75% as May inflation cools; oil shock remains.
TD Securities sees oil market deficits through summer despite Hormuz reopening, July shortfall peaking
Written on June 1, 2026 at 9:28 pm, by josephine
TD Securities sees summer oil deficits peaking in July despite Hormuz reopening, with supply recovery lagging year-end.
BNP Paribas sees US growth outpacing potential, inflation sticky as euro climbs to 1.21
Written on June 1, 2026 at 9:27 pm, by josephine
BNP sees 2026 US growth 2.4%, persistent inflation, steady Fed rates, and gradual EUR/USD rise to 1.21.
USD/CHF climbs as US-Iran talks stall, oil rises and Fed-SNB policy gap widens
Written on June 1, 2026 at 8:59 pm, by josephine
USD/CHF jumped as stalled US-Iran talks, higher oil, and Fed-SNB policy divergence boosted the Dollar.
Commerzbank Sees Yen Under Pressure as Hormuz Closure Lifts Oil Prices and Widens Rate Gaps
Written on June 1, 2026 at 8:58 pm, by josephine
Commerzbank sees yen weakness persisting as Hormuz closure lifts oil prices, worsening trade deficits and rate differentials.
ECB officials step up June hike signals as Nordea warns markets underprice broader tightening cycle
Written on June 1, 2026 at 8:28 pm, by josephine
ECB officials signal June hike for credibility as energy-driven inflation risks second-round effects; markets seem complacent.
US ISM Manufacturing PMI Rises to 54, Strengthening Dollar and Complicating Fed Rate-Cut Outlook
Written on June 1, 2026 at 8:27 pm, by josephine
US manufacturing grew faster in May; PMI rose to 54, easing prices, soft jobs, firmer dollar.
RBI Seen Holding Rates at 5.25% as Markets Brace for Hawkish Tilt to Support Rupee
Written on June 1, 2026 at 7:58 pm, by josephine
RBI likely holds 5.25%, but hawkish tilt possible as rupee stabilizes; options favor USD/INR downside bets.
US Construction Spending Beats Forecast, Challenging September Fed Cut Bets and Supporting Stronger Dollar
Written on June 1, 2026 at 7:57 pm, by josephine
April construction spending beat forecasts, signaling resilient growth, higher-for-longer rates, stronger dollar, and hedging opportunities.
