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Monthly Archives: June 2026

BNY’s Savage flags falling institutional cash, stretched valuations and IPO issuance as policy expectations steer US equities

Written on June 12, 2026 at 1:55 pm, by

BNY’s Savage: iFlow shows institutional cash falling amid high valuations, issuance; policy expectations, not inflation, drive volatility.

EUR/USD Range Holds as Dollar Fails to Capitalise on US Yield Advantage, Options Favoured

Written on June 12, 2026 at 1:55 pm, by

EUR/USD holds 1.15–1.16 as dollar underperforms fundamentals; buy September calls targeting 1.10 over 1.07.

Deutsche Bank sees Bank of England holding rates, with dissenters, as inflation keeps cuts at bay

Written on June 12, 2026 at 1:55 pm, by

Deutsche Bank expects BoE to hold rates, warns inflation risks; traders may profit from higher-for-longer policy.

Dollar Drifts Lower as US-Iran Deal Talk Lifts Risk Appetite and Dims Fed Hike Bets

Written on June 12, 2026 at 12:25 pm, by

Dollar slips as risk appetite returns on US-Iran peace talk hopes; DXY near 99.60, targeting 97.50.

Commerzbank sees NZ dollar pressured as Iran tensions, weak growth and rate outlook cap gains

Written on June 12, 2026 at 12:25 pm, by

Commerzbank warns kiwi pressured by Iran conflict, high energy, weak growth; expects fewer hikes, NZD/USD 0.55.

UK inflation expectations rise to 3.5%, prompting markets to pare Bank of England cut bets

Written on June 12, 2026 at 11:55 am, by

UK inflation expectations rise to 3.5%, hawkish for BoE; August cut odds drop, boosting GBP, pressuring equities.

Nomura Warns Crowded Dollar Longs as US Surprise Index Nears Peak, Signalling Potential Pullback

Written on June 12, 2026 at 11:55 am, by

Nomura warns crowded dollar longs and high Surprise Index levels often precede G10 dollar weakness soon.

US-Iran Deal Hopes Lift Euro Near 1.1600 as ECB Caution Keeps EUR/USD Range-Bound

Written on June 12, 2026 at 11:25 am, by

US-Iran deal hopes lift euro, EUR/USD nears 1.1600; ECB cautious, energy relief keeps pair rangebound.

Makhlouf Urges Swift ECB Action as Inflation Broadens, Markets Bet on Cut and Euro Volatility Rises

Written on June 12, 2026 at 10:55 am, by

Makhlouf urges swift ECB action to preempt broadening inflation; markets muted, but traders see upside euro volatility.

Yen nears intervention levels as USD/JPY tops 160 ahead of Bank of Japan decision without Ueda

Written on June 12, 2026 at 10:55 am, by

Yen nears intervention levels as USD/JPY hits 160+, BoJ hike expected; Ueda absence fuels volatility, options strategies.

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