Monthly Archives: June 2026
China export controls on Japanese firms raise rare earth risks as crowded yen shorts face reversal signals

Written on June 29, 2026 at 11:07 pm, by josephine
China blacklists more Japanese firms, boosting rare-earth risks as yen shorts persist; strong sales raise reversal odds.
Canadian Dollar Firms as USD/CAD Rally Looks Overstretched, Upside Seen Capped Near 1.43

Written on June 29, 2026 at 10:38 pm, by josephine
USD/CAD rally appears overextended; narrowing US-Canada spreads and extreme RSI suggest capped upside, modest pullback.
Sintra ECB Forum Puts Fed Chair Warsh in Spotlight as Markets Brace for Volatility

Written on June 29, 2026 at 10:37 pm, by josephine
Sintra ECB Forum spotlights Fed Chair Warsh’s first overseas remarks; markets brace for volatility, inflation focus.
Rabobank Sees Slow De-dollarisation Shift as Rate Differentials Keep Dollar Supported Amid Fed Caution

Written on June 29, 2026 at 10:07 pm, by josephine
Rabobank says de-dollarisation is a slow theme; near-term USD moves hinge on rate differentials and options.
BNY Sees Seasonal Post-Sintra EUR/USD Lift as ECB Hawkishness Fades Quickly

Written on June 29, 2026 at 9:37 pm, by josephine
Sintra hawkishness often lifts EUR/USD in late June/early July; fade follows. Consider short-dated euro calls.
Magnificent Seven concentration risk revives focus on economic moats and options hedging strategies

Written on June 29, 2026 at 9:08 pm, by josephine
Magnificent Seven dominate S&P 500, raising concentration risk; focus on economic moats and hedging strategies.
USD/JPY tests 2024 highs near 162 as retail sales boost BoJ tightening expectations

Written on June 29, 2026 at 9:07 pm, by josephine
USD/JPY breaks consolidation, retests 2024 highs at 162.00–162.40; bullish bias targets 163.70–164.40.
Heatwaves Seen as Structural Drag on Eurozone Growth, Lifting Inflation Risks and Pressuring the Euro

Written on June 29, 2026 at 8:38 pm, by josephine
Recurring heatwaves become structural Eurozone drag, cutting output, disrupting supply chains, lifting food inflation, weakening euro.
Softer US PCE Cools Fed Hike Bets, Weighing on Dollar as Payrolls Loom

Written on June 29, 2026 at 8:37 pm, by josephine
Softer US PCE cooled Fed hike bets, weakening dollar and yields; payrolls, Warsh speech may spark volatility.
Rabobank Sees Cyclical Dollar Upswing Pressing EUR/USD as Fed Holds and Eurozone Softens

Written on June 29, 2026 at 8:08 pm, by josephine
Rabobank sees cyclical US strength supporting dollar, pressuring EUR/USD lower despite longer-term bearish USD trend overall.