Monthly Archives: June 2026
Mag 7 Trade Fractures as AI Capex Scrutiny Favours Suppliers Over Platform Giants
Written on June 26, 2026 at 3:01 pm, by josephine
Mag 7 basket trade is breaking as AI capex surges; options and relative-value trades replace broad exposure.
EUR/USD Rebounds as Oil Slump Eases Eurozone Strain, While Fed-ECB Divergence Keeps Downtrend Intact
Written on June 26, 2026 at 2:59 pm, by josephine
EUR/USD rebounds as oil plunges, easing Eurozone costs; ECB pause and hawkish Fed keep downtrend intact.
Dollar Rally Pauses as Risk Appetite Improves, but Fed Hawkishness and Policy Divergence Support Greenback
Written on June 26, 2026 at 2:58 pm, by josephine
Dollar rally pauses on improved risk appetite, but hot inflation, strong jobs, and policy divergence keep strength intact.
Italy 10-year bond auction yield falls to 3.63%, bolstering Treasury funding outlook amid ECB cut bets
Written on June 26, 2026 at 2:57 pm, by josephine
Italy’s 10-year bond auction yield fell to 3.63%, signaling stronger demand, easing borrowing costs, and confidence.
Italy Five-Year Bond Auction Yield Falls, Tightening BTP-Bund Spreads and Boosting Risk Appetite
Written on June 26, 2026 at 2:56 pm, by josephine
Italy five-year bond yields fell to 3.03%, signaling confidence, tighter spreads, stronger euro, lower volatility.
Italy’s 10-year bond yield drops to 1.63%, narrowing BTP-Bund spread and lifting euro, equities
Written on June 26, 2026 at 2:55 pm, by josephine
Italy’s 10-year bond yield plunged to 1.63%, tightening BTP-Bund spreads and boosting Italian equities and euro.
Banxico Holds at 6.50% as Rabobank Sees Rangebound Peso and 17.6 USD/MXN Year-End
Written on June 26, 2026 at 2:54 pm, by josephine
Banxico held 6.50% unanimously; with Fed pause, USD/MXN likely rangebound, favoring low-volatility option selling strategies.
Dollar retreats after PCE data as September Fed hike odds dip below 50%
Written on June 26, 2026 at 2:53 pm, by josephine
Dollar slips as PCE hints inflation peaked; September hike odds fall below 50%, with key data ahead.
WTI hits four-month low as Hormuz reopening and Middle East supply prospects deepen weekly slide
Written on June 26, 2026 at 2:30 pm, by josephine
WTI slid to $69.65 as Hormuz reopening and rising Middle East supply outweighed seasonal demand support.
Rupee Holds Steady as Debt Inflows and RBI Pushback Fuel Bond Rally, Cap Dollar Pressures
Written on June 26, 2026 at 2:28 pm, by josephine
Rupee held steady, beating peers as debt inflows and RBI dovishness boosted bonds; USD/INR range persists.