Monthly Archives: June 2026
MBA mortgage applications drop 3.8% as higher rates weigh on housing and homebuilder outlook
Written on June 17, 2026 at 11:39 pm, by davin
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 11:11 pm, by davin
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 11:10 pm, by davin
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 10:41 pm, by davin
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 10:40 pm, by davin
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 10:11 pm, by davin
Brent normalises unevenly post US-Iran deal; volatility collapsed, spot steadied, skew stays defensive, shaping options strategies.
RaboResearch Flags Softer UK Inflation, Cautious BoE as Sterling Seen Drifting Lower Against Euro
Written on June 17, 2026 at 10:10 pm, by davin
Softer UK inflation and labour data may curb BoE hikes, lifting EUR/GBP to 0.87, pressuring GBP/USD.
Australian dollar steadies as RBA pauses at 4.35%, markets weigh extended hold and options trades
Written on June 17, 2026 at 9:40 pm, by davin
RBA pauses at 4.35%; AUD/USD steady as softening data supports range trade, selling volatility with hedges.
BoJ lifts rate to 1.0% as yen stays carry-funding favourite; USD/JPY upside remains in focus
Written on June 17, 2026 at 9:39 pm, by davin
BoJ hikes to 1.0% but stays dovish; bond taper ends 2027, yen remains funding currency despite intervention risk.
Brent slides below $80 as oil-led disinflation tempers Fed outlook and reshapes rates positioning
Written on June 17, 2026 at 9:11 pm, by davin
Brent’s 30% plunge below $80 eases inflation fears, yet yields barely move as Fed stays hawkish.
