Dovish

8 July 2026
Sweden Industrial Output Growth Cools in May, Raising SEK and Equity Headwinds

Sweden’s industrial output growth slowed to 0.6% in May, signaling weaker momentum, pressuring SEK and stocks.

8 July 2026
Japan’s May Current Account Surplus Miss Adds Pressure on Yen as USD/JPY Bulls Eye 168

Japan’s May current account surplus missed forecasts, signaling near-term yen weakness; USD/JPY calls favored amid wide rate differentials.

6 July 2026
CEE currencies rebound on softer dollar as Hungary and Czech inflation loom; Poland seen dovish

CEE currencies rebounded on weaker US data; upcoming Hungary/Czech inflation may turn dovish, pressuring FX, PLN softer.

6 July 2026
New Zealand ANZ Commodity Price Index drops 1% in June, dimming NZD outlook

ANZ Commodity Price Index slid 1% in June, signaling softer exports, dovish RBNZ, and bearish NZD outlook.

4 July 2026
USD/CAD rises as oil-driven loonie weakness offsets softer US jobs and Fed hike repricing

USD/CAD rose to 1.4200 as weak oil and dovish BoC outlook outweighed softer US jobs data.

3 July 2026
France PMI slips further into contraction, raising downside risks for CAC 40, euro and volatility

France’s composite PMI missed forecasts, signaling contraction and prompting bearish positioning in CAC, euro, volatility.

2 July 2026
EUR/GBP slips towards 0.8550 as softer Eurozone inflation dents ECB July hike bets

EUR/GBP slips near 0.8550 as euro weakens on softer inflation, reducing ECB hike odds versus BoE.

2 July 2026
Swiss inflation holds at 0.5% as steady prices bolster dovish SNB view and weigh on franc

Swiss CPI held at 0.5% in June, reinforcing dovish SNB expectations and supporting EUR/CHF upside toward parity.

2 July 2026
Australia trade balance flips to A$3bn deficit, pushing Aussie dollar lower on export slump

Australia’s May trade balance flipped to A$3.0B deficit as exports fell, pressuring AUD/USD lower.

1 July 2026
USMCA review uncertainty and policy divergence lift USD/CAD bias towards 1.45 in July

USMCA review uncertainty, stronger US dollar and dovish Bank of Canada pressure CAD; USD/CAD risks 1.45.

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