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Monthly Archives: June 2026

Societe Generale flags dovish Fed risk, favouring short USD/JPY and USD/SEK in G10

Written on June 17, 2026 at 5:09 pm, by

SocGen sees BOJ hike muted; bets short USD/JPY and USD/SEK if Fed turns dovish, EUR weaker hawkish.

UK CPI holds at 2.8% as core inflation edges up, keeping Bank of England outlook in focus

Written on June 17, 2026 at 4:40 pm, by

UK May CPI held at 2.8%, below forecasts; core edged up, but pressures softening, BoE hikes uncertain.

Dollar Treads Water Ahead of Fed as Brent Slips Below $80 and Iran Deal Nears

Written on June 17, 2026 at 4:39 pm, by

FX markets range-bound ahead of FOMC; Brent dips below $80, easing inflation, but Fed stays patient.

South Africa Retail Sales Growth Halves in April, Raising Rand and Rate-Cut Concerns

Written on June 17, 2026 at 4:09 pm, by

South Africa’s retail growth halved in April, signalling weaker consumers, rand pressure, equity risks, and dovish hopes.

MBA mortgage applications drop 3.8% as higher rates weigh on housing and homebuilder outlook

Written on June 17, 2026 at 4:09 pm, by

MBA mortgage applications fell 3.8% after a 10.8% surge, signaling weakening housing demand amid high rates.

G10 rate decisions leave EUR/USD rangebound as euro growth downgrades skew the bias lower

Written on June 17, 2026 at 3:40 pm, by

G10 central bank moves kept EUR/USD rangebound, but weaker Eurozone growth skews outlook lower toward 1.12.

Gold holds near $4,333 as markets await Fed decision, dot plot and Warsh guidance

Written on June 17, 2026 at 3:39 pm, by

Gold holds near $4,332 ahead of Fed decision; options volatility rises as traders await dovish or hawkish cues.

SocGen Sees Sticky US Inflation Keeping Fed on Hold, Backing Dollar on Dips

Written on June 17, 2026 at 3:10 pm, by

Resilient US growth and sticky inflation keep Fed on hold, but late-2026 hikes may bolster dollar.

Yen Firms as USD/JPY Hovers Above 160, with Fed Decision and Intervention Risk in Focus

Written on June 17, 2026 at 3:09 pm, by

Yen strengthens as USD/JPY hovers near 160, with Fed uncertainty and intervention risk driving option strategies.

Societe Generale flags uneven Brent normalisation post US-Iran deal as spot steadies and skew lingers

Written on June 17, 2026 at 2:40 pm, by

Brent normalises unevenly post US-Iran deal; volatility collapsed, spot steadied, skew stays defensive, shaping options strategies.

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