Monthly Archives: June 2026
China’s Fiscal Spending Lags Budget Plan, Raising Prospects of Second-Half Stimulus and Market Rally
Written on June 27, 2026 at 4:39 am, by josephine
China’s 2026 fiscal spending lags plans; growth slows, prompting expected stimulus and trades in commodities, equities, yuan.
Tokyo CPI edges up as temporary factors mask building inflation pressure, nudging BoJ shift expectations higher
Written on June 27, 2026 at 4:09 am, by josephine
Tokyo CPI steady beneath noise; fading base effects, wages, food and energy pass-through may force BoJ shift.
HSBC sees Malaysia cushioned by oil exports and AI boom as subsidy costs mount
Written on June 27, 2026 at 3:40 am, by josephine
Malaysia’s strong 2026 growth and AI-driven exports support KLCI and ringgit; fuel subsidies threaten volatility.
BNY’s Yu sees rupiah stabilising as Indonesia bond outflows deepen on fiscal jitters
Written on June 27, 2026 at 3:39 am, by josephine
Indonesia sends clear EM cross-asset signal: rupiah stabilises as bond outflows persist; tactical upside seen in IDR.
US One-Year Inflation Expectations Hold at 4.6%, Keeping Volatility Muted and Rates Higher for Longer
Written on June 27, 2026 at 3:10 am, by josephine
June’s 4.6% one-year inflation expectation matched forecasts, easing volatility; favors premium-selling while rates stay higher longer.
Michigan consumer expectations beat forecasts, lifting equities, easing volatility and weighing on bond prices
Written on June 27, 2026 at 3:09 am, by josephine
Michigan Consumer Expectations Index rose to 50.7 in June, beating forecasts and supporting equities, volatility dips, higher yields.
Michigan Consumer Sentiment Slips to 49.5, Prompting Defensive Positioning and Rate-Cut Bets
Written on June 27, 2026 at 2:40 am, by josephine
Michigan sentiment fell to 49.5 in June, missing forecasts, signaling weakening confidence and potential spending slowdown.
US Five-Year Inflation Expectations Ease to 3.3%, Bolstering Dovish Fed and Risk Appetite
Written on June 27, 2026 at 2:39 am, by josephine
June’s five-year inflation expectation fell to 3.3%, below forecasts, boosting dovish Fed, risk-asset positioning.
Gold holds above $4,000 as softer dollar follows steady PCE, curbing Fed hike bets
Written on June 27, 2026 at 2:10 am, by josephine
Gold steadied above $4,000 as softer dollar and PCE data eased Fed hike bets; downtrend persists.
Commerzbank Sees Cooling US Inflation as Energy Prices Fall, Fed to Hold, Dollar Vulnerable
Written on June 27, 2026 at 2:09 am, by josephine
Commerzbank predicts easing US inflation from lower energy prices, expects Fed on hold, and dollar weakness.
