Equities

1 June 2026
Japan Jibun Bank May Manufacturing PMI Holds at 54.5, Keeping Equity Support and Yen Focus

Japan’s May Jibun Bank Manufacturing PMI held at 54.5, supporting equities; yen volatility may rise.

1 June 2026
South Korea May Manufacturing PMI Rises to 54.8, Boosting KOSPI Outlook and Won Sentiment

South Korea’s manufacturing PMI hit 54.8, signaling accelerating expansion; bullish for equities, won strength, semiconductor-led gains.

1 June 2026
Japan’s 1Q capital spending stalls, fuelling doubts over recovery and reinforcing BoJ dovish outlook

Japan’s Q1 capex was 0%, missing 4.1% forecasts, pressuring yen and Nikkei, reinforcing BoJ dovishness.

1 June 2026
Australia’s Manufacturing PMI Beats Forecast, Tempering RBA Rate-Cut Bets and Lifting AUD Outlook

Australia’s May Manufacturing PMI beat forecasts at 50.7, supporting AUD, equities, and arguing against near-term RBA cuts.

30 May 2026
Trump Signals Strait of Hormuz Reopening, Spurs Dollar Dip and Risk-On Shift Across Markets

Trump said Hormuz blockade lifted, ships freed; demanded Iran renounce nukes, signaling lower volatility, oil, dollar.

30 May 2026
Chicago PMI leaps to 62.7, tempering rate-cut bets and boosting equities and dollar outlook

Chicago PMI jumps to 62.7, signaling strong expansion, reducing rate-cut odds and boosting equities, dollar, volatility.

30 May 2026
US Wholesale Inventories Rise 0.5% in April, Below Forecast, Cooling Stockbuild Pace

April US wholesale inventories rose 0.5%, below forecasts, signaling strong demand, sticky inflation, and evolving equity volatility strategies.

30 May 2026
US goods trade deficit narrows to $82.4bn, fuelling dollar bullish bets and options strategies

April US goods trade deficit narrowed to $82.4bn, boosting dollar outlook and shaping options strategies across sectors.

30 May 2026
Germany May CPI undershoots forecasts, bolstering ECB rate-cut bets and weighing on euro

Germany’s May CPI rose 2.6%, below forecasts, boosting ECB cut bets and pressuring euro, supporting equities.

30 May 2026
Germany’s May HICP Misses Forecast, Fueling ECB Rate-Cut Bets and Pressuring the Euro

Germany’s May HICP inflation slowed to 2.7%, below forecasts, boosting ECB easing bets, pressuring euro, lifting equities.

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