Dovish

24 June 2026
Mexico core inflation undershoots forecast, fuelling Banxico cut bets and weighing on the peso

Mexico core inflation undercut forecasts, boosting Banxico cut odds, pressuring peso, and creating rates/volatility trades.

24 June 2026
Hungary’s central bank signals faster cuts as base rate falls to 6.00%, forint seen strong

Hungary’s central bank cut rates to 6.00%, signaled further easing, lower inflation, and potential forint weakness.

19 June 2026
German PPI Undershoots Forecast, Bolstering Dovish ECB Rate-Cut Bets and Pressuring the Euro

Germany’s PPI rose 2.2% in May, undershooting forecasts, easing inflation pressures and bolstering dovish ECB expectations.

19 June 2026
Canada Raw Materials Price Index Misses Forecast, Bolstering Bank of Canada Rate-Cut Bets

Canada’s RMPI rose 0.7% in May, below 1.1% forecast, boosting rate-cut, CAD-bearish trades.

18 June 2026
UK claimant count rate rises to 4.5%, fuelling BoE rate-cut bets and weighing on sterling

UK claimant count rate rose to 4.5% in May, signalling softer labour markets and dovish BoE expectations.

18 June 2026
New Zealand GDP Miss Underscores Slowing Momentum, Dents NZ Dollar as Rate Hikes Fade

New Zealand GDP rose 0.8% in Q1, missing forecasts, supporting dovish RBNZ outlook and weaker kiwi.

18 June 2026
Canada New Housing Price Index Drops 2.4% in May, Raising Rate-Cut and Loonie Pressure

Canada’s New Housing Price Index fell 2.4% YoY, fueling dovish BoC cut bets, weakening CAD expectations.

18 June 2026
Canada new housing prices fall 0.3% in May, fuelling dovish Bank of Canada bets and CAD pressure

Canada’s New Housing Price Index dropped 0.3% in May, boosting rate-cut bets and bullish USD/CAD.

18 June 2026
Societe Generale flags dovish Fed risk, favouring short USD/JPY and USD/SEK in G10

SocGen sees BOJ hike muted; bets short USD/JPY and USD/SEK if Fed turns dovish, EUR weaker hawkish.

17 June 2026
Gold holds near $4,333 as markets await Fed decision, dot plot and Warsh guidance

Gold holds near $4,332 ahead of Fed decision; options volatility rises as traders await dovish or hawkish cues.

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