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Live Updates

26

Jun 2026
Sterling edges up as dollar eases, while UK leadership race and BoE repricing weigh on outlook

Sterling edges higher as dollar eases, but UK political turmoil and dovish BoE bets pressure GBP/USD.

26

Jun 2026
China’s Fiscal Spending Lags Budget Plan, Raising Prospects of Second-Half Stimulus and Market Rally

China’s 2026 fiscal spending lags plans; growth slows, prompting expected stimulus and trades in commodities, equities, yuan.

26

Jun 2026
Tokyo CPI edges up as temporary factors mask building inflation pressure, nudging BoJ shift expectations higher

Tokyo CPI steady beneath noise; fading base effects, wages, food and energy pass-through may force BoJ shift.

26

Jun 2026
HSBC sees Malaysia cushioned by oil exports and AI boom as subsidy costs mount

Malaysia’s strong 2026 growth and AI-driven exports support KLCI and ringgit; fuel subsidies threaten volatility.

26

Jun 2026
BNY’s Yu sees rupiah stabilising as Indonesia bond outflows deepen on fiscal jitters

Indonesia sends clear EM cross-asset signal: rupiah stabilises as bond outflows persist; tactical upside seen in IDR.

26

Jun 2026
US One-Year Inflation Expectations Hold at 4.6%, Keeping Volatility Muted and Rates Higher for Longer

June’s 4.6% one-year inflation expectation matched forecasts, easing volatility; favors premium-selling while rates stay higher longer.

26

Jun 2026
Michigan consumer expectations beat forecasts, lifting equities, easing volatility and weighing on bond prices

Michigan Consumer Expectations Index rose to 50.7 in June, beating forecasts and supporting equities, volatility dips, higher yields.

26

Jun 2026
Michigan Consumer Sentiment Slips to 49.5, Prompting Defensive Positioning and Rate-Cut Bets

Michigan sentiment fell to 49.5 in June, missing forecasts, signaling weakening confidence and potential spending slowdown.

26

Jun 2026
US Five-Year Inflation Expectations Ease to 3.3%, Bolstering Dovish Fed and Risk Appetite

June’s five-year inflation expectation fell to 3.3%, below forecasts, boosting dovish Fed, risk-asset positioning.

26

Jun 2026
Gold holds above $4,000 as softer dollar follows steady PCE, curbing Fed hike bets

Gold steadied above $4,000 as softer dollar and PCE data eased Fed hike bets; downtrend persists.

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