Policy

3 June 2026
Standard Chartered sees China’s PBoC shifting liquidity operations towards DR001, foreshadowing overnight rate anchor

Standard Chartered: PBoC shifts focus to DR001, anchoring overnight rates and paving way for overnight policy.

3 June 2026
Eurozone May Inflation Upshift Lifts ECB Rate Hike Bets as Services Prices Accelerate

Eurozone inflation rose in May; services surged, boosting ECB hike expectations, supporting euro, and rates trades.

3 June 2026
BoE’s Greene warns inflation sensitivity may force earlier rate rises as energy risks mount

BoE’s Greene warns inflation sensitivity rising; markets brace for hawkish MPC, higher rates, stronger pound.

3 June 2026
Sweden’s VAT-Blurred Inflation Clouds Growth, Markets Underprice Riksbank Tightening Risk

Sweden’s GDP dip masked resilient consumers; VAT cut distorts inflation, leaving markets underpricing potential Riksbank tightening.

3 June 2026
Poland’s central bank holds rates at 3.75% as inflation risks and zloty volatility linger

NBP held rates at 3.75% in hawkish wait-and-see stance, flagging inflation risks, wage growth, FX intervention.

3 June 2026
Nordea Sees ECB Starting June Rate Hikes, Flagging Persistent Inflation and Service-Sector Pressures

Nordea sees ECB hiking from June with four increases, as inflation pressures persist and markets underprice tightening.

3 June 2026
Singapore manufacturing PMI edges up to 51.0 in May, extending sector expansion

Singapore manufacturing PMI rose to 51.0 in May, boosting growth outlook, supporting equities, SGD; risks remain.

3 June 2026
Brazilian Real Rally Faces Headwinds as Fiscal Risks and Election Uncertainty Lift USD/BRL

Brazil’s real rally may fade as fiscal expansion, inflation risks and polarised elections pressure USD/BRL higher.

2 June 2026
SNB’s Schlegel signals greater readiness to curb Swiss franc strength via FX intervention

SNB signals greater readiness to intervene, aiming to curb one-way franc strength amid Middle East tensions.

2 June 2026
Rehn casts potential ECB rate rise as inflation insurance, prompting euro positioning rethink

ECB’s Rehn calls potential rate hike “insurance” against inflation; hawkish signals lift euro outlook, volatility, option demand.

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