Markets

9

Jun 2026
New York Fed survey shows inflation expectations easing as credit and jobs outlook weakens

NY Fed survey: inflation expectations ease slightly; job, credit outlook weakens, prompting defensive hedges amid volatility risks.

9

Jun 2026
Equities Rebound as Israel–Iran Tensions Ease, Tech Leads and Volatility Retreats

Markets rebound as Israel–Iran tensions ease; tech leads recovery, VIX retreats, and traders favor risk-on strategies.

9

Jun 2026
Eurozone GDP dip seen as Ireland-driven as resilience data supports firmer ECB rate outlook

Eurozone GDP dip driven by Ireland; ex-Ireland growth solid, PMIs improving, inflation persistent, ECB hawkish, rates underpriced.

9

Jun 2026
Norway May CPI in spotlight as Norges Bank surprise hike keeps further tightening in play

Norway’s CPI may pressure Norges Bank toward another hike, boosting krone crosses amid strong energy prices.

9

Jun 2026
RBI and tax changes spark inflow hopes; MUFG sees USD/INR dipping before rebound

RBI and tax changes aim to boost inflows, strengthening rupee near-term; MUFG sees USD/INR 94 then 96.

9

Jun 2026
USD/JPY steadies near 160 as Middle East calm and intervention fears counter US yield support

USD/JPY steadies near 160 as Middle East headlines, intervention risk, and options strategies drive heightened volatility.

9

Jun 2026
Dollar Holds Two-Month Highs as Middle East Tensions Lift Oil, Yields and Pressure EM Currencies

Geopolitical risks and higher yields fuel risk-off mood, boosting dollar strength, pressuring EM currencies amid rising oil.

9

Jun 2026
OCBC sees ECB ‘insurance’ hike priced in, capping euro as oil and geopolitics drive risks

OCBC expects a priced-in ECB 25bp hike; euro upside capped without catalyst as oil/geopolitical risks linger.

9

Jun 2026
Dollar holds firm as Fed repricing and oil surge weigh on risk assets; won outperforms, yen tests 160

Dollar holds firm after strong jobs data, hawkish Fed repricing, and oil-fueled risk-off pressuring equities, EMFX.

9

Jun 2026
TD Securities sees May US CPI easing in core, but inflation set to keep Fed restrictive

TD Securities expects May CPI to cool modestly: core 0.23% m/m, 2.8% y/y; headline 4.2% y/y.

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