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2

Jun 2026
Australia Q1 operating profits fall 1.3%, fuelling dovish RBA bets, ASX downside and weaker Aussie

Australia’s Q1 company profits unexpectedly fell 1.3%, signaling economic weakness, pressuring ASX, AUD, and boosting bonds.

2

Jun 2026
Commerzbank Sees Yen Sell-off Overdone as Japan Budget Spurs Volatility Opportunities

Commerzbank says Japan fiscal fears overdone; supplementary budget modest, yen weakness overreaction, options favor selling volatility.

1

Jun 2026
US ISM Manufacturing PMI beats forecasts, bolstering higher-for-longer Fed outlook and stronger dollar case

May ISM Manufacturing PMI hit 54, beating forecasts, boosting dollar, pressuring bonds, delaying Fed cuts expectations.

1

Jun 2026
US Manufacturing PMI Misses Forecast as Fed Rate-Hike Odds Ease and Hedging Demand Builds

US Manufacturing PMI hits 55.1 in May; expansion continues but miss cools momentum, easing Fed hike odds.

1

Jun 2026
Germany’s Manufacturing PMI Returns to Expansion, Lifting Outlook for DAX, Euro and Bund Yields

Germany’s May manufacturing PMI hit 50.1, signalling expansion, boosting DAX, euro, yields, while needing confirmation.

1

Jun 2026
Austrian unemployment falls in May, lifting ATX outlook as ECB rate-cut bets recede

Austria’s May unemployment fell to 301.7k, boosting bullish ATX and euro outlook amid firmer Eurozone data.

1

Jun 2026
Japan Jibun Bank May Manufacturing PMI Holds at 54.5, Keeping Equity Support and Yen Focus

Japan’s May Jibun Bank Manufacturing PMI held at 54.5, supporting equities; yen volatility may rise.

30

May 2026
CFTC Data Show Speculators Extend Yen Net Shorts as Carry Trade Crowding Intensifies

CFTC shows yen shorts deepened to ¥-114.7K; crowded carry trade risks squeeze as USD/JPY nears 165.

29

May 2026
Chicago PMI leaps to 62.7, tempering rate-cut bets and boosting equities and dollar outlook

Chicago PMI jumps to 62.7, signaling strong expansion, reducing rate-cut odds and boosting equities, dollar, volatility.

29

May 2026
USD/JPY Holds Above 159 as Japan Posts Record ¥11.7tn Intervention, Capping Gains Near 160

MOF’s record intervention caps USD/JPY near 160; softer oil may nudge it toward 155 range-bound.

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