Equities

2 June 2026
Japan Faces 2026 Growth Slowdown as BoJ Tightening Continues and Yen Stabilises Near 160

Japan GDP slows to 0.5% in 2026; BoJ hikes, inflation persists, USD/JPY steadies near 160.

2 June 2026
US equities steady as Iran threatens Hormuz closure, oil jumps and tech offsets Dow losses

US stocks mixed as Iran tensions lifted oil 5%; tech rallied, volatility cheap; traders favor VIX, energy calls.

2 June 2026
US Construction Spending Beats Forecast, Challenging September Fed Cut Bets and Supporting Stronger Dollar

April construction spending beat forecasts, signaling resilient growth, higher-for-longer rates, stronger dollar, and hedging opportunities.

2 June 2026
US ISM manufacturing new orders rise in May, bolstering demand and challenging Fed cut bets

ISM Manufacturing New Orders rose to 56.8 in May, signaling stronger demand, economic momentum, and shifting market expectations.

2 June 2026
US factory jobs gauge improves in May, easing rate-cut bets and lifting dollar outlook

ISM manufacturing employment rose to 48.6, easing job losses; dampening July cut odds, supporting dollar, yields, rangebound equities.

2 June 2026
US ISM Manufacturing PMI beats forecasts, bolstering higher-for-longer Fed outlook and stronger dollar case

May ISM Manufacturing PMI hit 54, beating forecasts, boosting dollar, pressuring bonds, delaying Fed cuts expectations.

2 June 2026
US ISM Prices Paid Misses Forecast, Easing Fed Hike Odds and Lifting Risk Assets

May ISM Prices Paid eased to 82.1, missing forecasts, easing Fed hike odds, boosting equities, weakening dollar.

1 June 2026
US equities hover at record highs as payrolls loom; Berkshire bid lifts homebuilders amid cooling momentum

US stocks hit records as geopolitics ease and oil drops; momentum cools ahead of key jobs data.

1 June 2026
UK Manufacturing PMI Rises to 53.9 in May, Bolstering Sterling and Weighing on Gilts

UK manufacturing PMI rose to 53.9 May, supporting sterling, pressuring gilts, and boosting UK equities optimism.

1 June 2026
Eurozone Private Loans Rise 3% in April, Reinforcing Steady Credit Growth as ECB Holds Course

Eurozone private loans grew 3% in April, matching forecasts, signalling stable credit growth and steady ECB policy.

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