Monthly Archives: June 2026
Commerzbank Sees Yen Under Pressure as Hormuz Closure Lifts Oil Prices and Widens Rate Gaps
Written on June 1, 2026 at 9:15 pm, by josephine
Commerzbank sees yen weakness persisting as Hormuz closure lifts oil prices, worsening trade deficits and rate differentials.
ECB officials step up June hike signals as Nordea warns markets underprice broader tightening cycle
Written on June 1, 2026 at 8:47 pm, by josephine
ECB officials signal June hike for credibility as energy-driven inflation risks second-round effects; markets seem complacent.
US ISM Manufacturing PMI Rises to 54, Strengthening Dollar and Complicating Fed Rate-Cut Outlook
Written on June 1, 2026 at 8:46 pm, by josephine
US manufacturing grew faster in May; PMI rose to 54, easing prices, soft jobs, firmer dollar.
RBI Seen Holding Rates at 5.25% as Markets Brace for Hawkish Tilt to Support Rupee
Written on June 1, 2026 at 8:16 pm, by josephine
RBI likely holds 5.25%, but hawkish tilt possible as rupee stabilizes; options favor USD/INR downside bets.
US Construction Spending Beats Forecast, Challenging September Fed Cut Bets and Supporting Stronger Dollar
Written on June 1, 2026 at 8:15 pm, by josephine
April construction spending beat forecasts, signaling resilient growth, higher-for-longer rates, stronger dollar, and hedging opportunities.
US ISM manufacturing new orders rise in May, bolstering demand and challenging Fed cut bets
Written on June 1, 2026 at 7:46 pm, by josephine
ISM Manufacturing New Orders rose to 56.8 in May, signaling stronger demand, economic momentum, and shifting market expectations.
US factory jobs gauge improves in May, easing rate-cut bets and lifting dollar outlook
Written on June 1, 2026 at 7:45 pm, by josephine
ISM manufacturing employment rose to 48.6, easing job losses; dampening July cut odds, supporting dollar, yields, rangebound equities.
US ISM Manufacturing PMI beats forecasts, bolstering higher-for-longer Fed outlook and stronger dollar case
Written on June 1, 2026 at 7:16 pm, by josephine
May ISM Manufacturing PMI hit 54, beating forecasts, boosting dollar, pressuring bonds, delaying Fed cuts expectations.
US ISM Prices Paid Misses Forecast, Easing Fed Hike Odds and Lifting Risk Assets
Written on June 1, 2026 at 7:15 pm, by josephine
May ISM Prices Paid eased to 82.1, missing forecasts, easing Fed hike odds, boosting equities, weakening dollar.
Bailey Remarks and Softer Oil Cool BoE Hike Bets as Sterling Holds Ground Against Dollar
Written on June 1, 2026 at 6:45 pm, by josephine
BoE’s Bailey cools rate-hike bets; oil drop helps. Sterling holds up, but stronger dollar caps GBP/USD.
