Policy

9 June 2026
BBH warns Sterling at risk as weak UK data clashes with hawkish BoE pricing and politics

BBH warns GBP downside as UK data weakens, BoE hike bets stay high, politics add volatility.

9 June 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.

8 June 2026
ECB set to hike 25bp as core inflation firms, while Eurozone growth forecasts face downgrades

ECB set to hike 25 bps to 2.25% as inflation stays firm, growth weakens, euro pressured.

8 June 2026
Warsh’s Fed Chair debut tests independence as Trump rate-cut pressure collides with hawkish FOMC pause

Warsh’s debut Fed meeting tests independence amid Trump rate-cut pressure, hawkish FOMC, volatility, and options trades.

8 June 2026
Markets Eye ECB Guidance After Fully Priced 25bp Hike, With September Move in Focus

Markets fully price ECB’s 25bp hike; focus turns to guidance, likely July pause, possible September hike.

8 June 2026
AUD/JPY Holds Above 113 as RBA Hawkishness Supports, Yen Intervention Risk Caps Upside

AUD/JPY holds above 113 on RBA hawkishness; upside capped by Japan intervention risk and key resistance levels.

8 June 2026
PBoC nudges yuan weaker as soft PMI fuels bets on monetary easing and controlled depreciation

PBoC guides yuan weaker via daily fixes; soft PMI fuels easing bets, creating USD/CNY option opportunities.

8 June 2026
Sterling Rebounds modestly as Dollar Rally Pauses amid Fed Hawkishness and UK Political Jitters

Sterling rebounds modestly, but strong US data, Fed hawkishness, and UK politics suggest further GBP/USD downside.

8 June 2026
Japan Q1 GDP beats forecasts, bolstering yen and fuelling Bank of Japan tightening bets

Japan’s Q1 GDP rose 0.5%, beating forecasts, boosting yen and raising odds of earlier BOJ tightening.

8 June 2026
Colombia May CPI Undershoots Forecast, Strengthening Case for Central Bank Rate Cuts

May CPI rose 5.84%, below forecast, boosting rate-cut expectations, pressuring peso, and supporting local rates, equities.

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