Monthly Archives: June 2026
Trump Pledges Swift Iran Deal Rollout as Hormuz Reopening and Oil Waiver Decision Looms
Written on June 17, 2026 at 1:40 am, by davin
Trump said Iran deal text will be released soon, sent to Congress, and Hormuz reopening to cut volatility.
Yen Holds Near 160 as BoJ Lifts Rates to 1% and Signals Steady Tightening Path
Written on June 17, 2026 at 1:39 am, by davin
Yen holds near 160 despite BoJ hike; rate gap supports USD, intervention risk looms, options favor range.
US import prices jump to 6.7% as Fed rate-cut bets fade, equities and yields swing
Written on June 17, 2026 at 1:10 am, by davin
US import price inflation surged to 6.7%, dampening rate-cut odds, raising volatility, supporting dollar, pressuring equities and bonds.
US Export Prices Accelerate to 11.2%, Bolstering Hawkish Fed Bets and Dollar Upside
Written on June 17, 2026 at 1:10 am, by davin
US export prices rose 11.2% in May, signaling inflation, hawkish Fed expectations, higher yields, stronger dollar.
Canadian investors turn net sellers of foreign securities in April, boosting Canadian dollar outlook
Written on June 17, 2026 at 12:40 am, by davin
Canada turned net seller of foreign securities in April, signalling capital repatriation that could strengthen the loonie.
US building permits undershoot forecasts, raising cooling signals for housing and short-term rate expectations
Written on June 17, 2026 at 12:39 am, by davin
May US building permits slipped to 1.413m, signaling cooling housing demand; favors rate-neutral trades, hedges, and shorts.
US Building Permits Slip in May, Signalling Cooling Housing Pipeline and Dimming Builder Sentiment
Written on June 17, 2026 at 12:11 am, by davin
US building permits slipped 0.7% in May, signaling cooling housing momentum and prompting defensive sector positioning.
US Housing Starts Slide 15.4% in May, Raising Concerns Over Homebuilding and Rate Headwinds
Written on June 17, 2026 at 12:10 am, by davin
May housing starts plunged 15.4%, signaling collapsing builder confidence, rate-driven demand destruction, and broader market downside risks ahead.
US export prices beat forecasts, reinforcing higher-for-longer Fed bets and lifting dollar outlook
Written on June 16, 2026 at 11:40 pm, by davin
U.S. export prices rose 1.3% in May, reinforcing persistent inflation, delaying Fed cuts, boosting dollar, volatility, oil.
US Housing Starts Miss Forecasts, Prompting Bets on Fed Cuts and Homebuilder Equity Downside
Written on June 16, 2026 at 11:39 pm, by davin
May housing starts missed forecasts at 1.177m, boosting dovish Fed bets and bearish housing-related trades.
