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2

Jun 2026
Sweden’s VAT-Blurred Inflation Clouds Growth, Markets Underprice Riksbank Tightening Risk

Sweden’s GDP dip masked resilient consumers; VAT cut distorts inflation, leaving markets underpricing potential Riksbank tightening.

2

Jun 2026
Singapore manufacturing PMI edges up to 51.0 in May, extending sector expansion

Singapore manufacturing PMI rose to 51.0 in May, boosting growth outlook, supporting equities, SGD; risks remain.

2

Jun 2026
Australia’s current account deficit hits decade high as exports slide and China demand weakens

Australia’s exports slide as iron ore and gas shipments fall, widening deficit and pressuring AUD lower.

2

Jun 2026
AUD/JPY Holds Firm Above 114 as BoJ Hike Bets and Japan Intervention Risk Loom

AUD/JPY holds near 114.35 above 100-day EMA; geopolitics, BOJ hike hints, intervention risks shape outlook.

2

Jun 2026
HSBC Flags China Onshore-Outshore Equity Split as A-Shares Ride AI Supply Chain Strength in 2026

HSBC flags China equity split: onshore A-shares up 10%, offshore-heavy MSCI China down 7% in 2026.

2

Jun 2026
BNP Paribas Sees China Growth Peaking, K-Shaped Split to Drive Sector and Derivative Plays

China Q1 2026 growth hits 5.0%, but K-shaped slowdown favors selective options: calls exporters, puts property.

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