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1

Jun 2026
Poland’s central bank set to hold rates at 3.75% as inflation cools and growth slows

Poland’s central bank likely holds rates at 3.75% as May inflation cools; oil shock remains.

1

Jun 2026
TD Securities sees oil market deficits through summer despite Hormuz reopening, July shortfall peaking

TD Securities sees summer oil deficits peaking in July despite Hormuz reopening, with supply recovery lagging year-end.

1

Jun 2026
BNP Paribas sees US growth outpacing potential, inflation sticky as euro climbs to 1.21

BNP sees 2026 US growth 2.4%, persistent inflation, steady Fed rates, and gradual EUR/USD rise to 1.21.

1

Jun 2026
USD/CHF climbs as US-Iran talks stall, oil rises and Fed-SNB policy gap widens

USD/CHF jumped as stalled US-Iran talks, higher oil, and Fed-SNB policy divergence boosted the Dollar.

1

Jun 2026
Commerzbank Sees Yen Under Pressure as Hormuz Closure Lifts Oil Prices and Widens Rate Gaps

Commerzbank sees yen weakness persisting as Hormuz closure lifts oil prices, worsening trade deficits and rate differentials.

1

Jun 2026
ECB officials step up June hike signals as Nordea warns markets underprice broader tightening cycle

ECB officials signal June hike for credibility as energy-driven inflation risks second-round effects; markets seem complacent.

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