Monthly Archives: June 2026
National Bank of Canada Sees USD/CAD Range-Bound as Fed and BoC Expectations Offset
Written on June 16, 2026 at 6:23 pm, by josephine
National Bank sees USD/CAD range-bound as Fed-BoC expectations balance, supported by oil, steady Canadian fundamentals.
Trump Pledges Swift Iran Deal Rollout as Hormuz Reopening and Oil Waiver Decision Looms
Written on June 16, 2026 at 5:54 pm, by josephine
Trump said Iran deal text will be released soon, sent to Congress, and Hormuz reopening to cut volatility.
Yen Holds Near 160 as BoJ Lifts Rates to 1% and Signals Steady Tightening Path
Written on June 16, 2026 at 5:53 pm, by josephine
Yen holds near 160 despite BoJ hike; rate gap supports USD, intervention risk looms, options favor range.
US import prices jump to 6.7% as Fed rate-cut bets fade, equities and yields swing
Written on June 16, 2026 at 5:24 pm, by josephine
US import price inflation surged to 6.7%, dampening rate-cut odds, raising volatility, supporting dollar, pressuring equities and bonds.
US Export Prices Accelerate to 11.2%, Bolstering Hawkish Fed Bets and Dollar Upside
Written on June 16, 2026 at 5:23 pm, by josephine
US export prices rose 11.2% in May, signaling inflation, hawkish Fed expectations, higher yields, stronger dollar.
Canadian investors turn net sellers of foreign securities in April, boosting Canadian dollar outlook
Written on June 16, 2026 at 4:54 pm, by josephine
Canada turned net seller of foreign securities in April, signalling capital repatriation that could strengthen the loonie.
US building permits undershoot forecasts, raising cooling signals for housing and short-term rate expectations
Written on June 16, 2026 at 4:53 pm, by josephine
May US building permits slipped to 1.413m, signaling cooling housing demand; favors rate-neutral trades, hedges, and shorts.
US Building Permits Slip in May, Signalling Cooling Housing Pipeline and Dimming Builder Sentiment
Written on June 16, 2026 at 4:24 pm, by josephine
US building permits slipped 0.7% in May, signaling cooling housing momentum and prompting defensive sector positioning.
US Housing Starts Slide 15.4% in May, Raising Concerns Over Homebuilding and Rate Headwinds
Written on June 16, 2026 at 4:23 pm, by josephine
May housing starts plunged 15.4%, signaling collapsing builder confidence, rate-driven demand destruction, and broader market downside risks ahead.
US export prices beat forecasts, reinforcing higher-for-longer Fed bets and lifting dollar outlook
Written on June 16, 2026 at 3:54 pm, by josephine
U.S. export prices rose 1.3% in May, reinforcing persistent inflation, delaying Fed cuts, boosting dollar, volatility, oil.
