Policy

17 June 2026
South Africa Retail Sales Growth Halves in April, Raising Rand and Rate-Cut Concerns

South Africa’s retail growth halved in April, signalling weaker consumers, rand pressure, equity risks, and dovish hopes.

17 June 2026
MBA mortgage applications drop 3.8% as higher rates weigh on housing and homebuilder outlook

MBA mortgage applications fell 3.8% after a 10.8% surge, signaling weakening housing demand amid high rates.

17 June 2026
Eurozone May HICP Meets Forecasts as ECB Seen Holding Fire Amid Sticky Services Inflation

Eurozone May HICP rose 0.1% MoM as forecast, keeping ECB wait-and-see stance amid sticky services inflation.

17 June 2026
Eurozone May HICP holds at 3.2%, keeping ECB rate outlook steady and volatility subdued

Eurozone May inflation held at 3.2%, meeting forecasts, bolstering ECB steady stance and lowering near-term volatility risk.

17 June 2026
Eurozone core inflation tops forecasts, casting doubt on ECB rate cuts and lifting euro outlook

Eurozone core inflation hit 2.6% in May, beating forecasts, pressuring ECB cuts, boosting euro, hurting stocks.

17 June 2026
Eurozone Core HICP Holds at 0.3%, Keeping ECB Rate-Cut Expectations in Check

Eurozone core HICP stayed at 0.3% in May; sticky services inflation constrains ECB, challenging rate-cut bets.

17 June 2026
South Africa inflation undershoots forecasts, bolstering SARB pause bets and reshaping rand outlook

South Africa’s May CPI rose 4.5%, below expectations, easing SARB hike pressure, reshaping rates, rand, equities outlook.

17 June 2026
Šimkus flags upside inflation risks as markets price another ECB rate rise, lifting euro support

Šimkus warns upside inflation risks; expects another ECB hike, supporting euro, boosting rates, volatility-trade opportunities.

17 June 2026
UK factory-gate inflation holds at 4% in May, challenging Bank of England rate-cut bets

UK producer output prices rose 4% in May, sustaining factory-gate inflation and limiting Bank of England cuts.

17 June 2026
US 20-year Treasury auction yield falls to 4.927%, fuelling expectations of Fed rate cuts

Treasury’s 20-year auction yield fell to 4.927%, signaling strong demand, dovish Fed expectations, and shifting portfolio hedges.

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