Dovish

1 July 2026
Eurozone core HICP eases to 0.2% in June, bolstering bets on ECB rate cuts

Eurozone core inflation cooled to 0.2% in June, boosting dovish ECB expectations, pressuring euro, supporting equities.

30 June 2026
Canada’s 2026 GDP forecast cut to 0.7% as Bank of Canada seen holding rates into 2027

Bloomberg survey cuts Canada 2026 GDP growth to 0.7%; Bank of Canada on hold, USD/CAD rising.

30 June 2026
Bavaria CPI Holds at -0.2% in June, Fuelling Bets on ECB Cuts and Weaker Euro

Bavaria’s CPI fell 0.2% again in June, signaling entrenched deflation, dovish ECB pivot, weaker euro outlook.

30 June 2026
South Africa Private Sector Credit Growth Eases in May, Raising Pressure on Rand and Banks

South Africa’s private credit growth slowed to 8.57% in May, signaling weaker demand, pressuring rand, banks.

30 June 2026
Japan Factory Output Slides in May, Bolstering Yen Weakness Bets and BoJ Dovish Outlook

Japan’s industrial output fell 1.7% in May, signaling slower manufacturing, dovish BoJ, weaker yen, bearish Nikkei.

30 June 2026
PBoC debuts 1.25% overnight liquidity tool, nudging China’s front-end rates lower

PBoC launched 1.25% overnight liquidity tool, signaling modest easing; bonds rallied, yuan softened, equities rose modestly.

29 June 2026
Eurozone consumer confidence holds at -17.7, keeping ECB rate-cut expectations in focus

Eurozone consumer confidence held at -17.7 in June, matching forecasts and signaling subdued sentiment, limiting growth.

29 June 2026
RBA flags earlier rate cuts in future downturns, keeps cash rate as main lever

RBA says cash rate remains primary tool; alternative measures reserved for crises; may cut earlier amid disinflation.

27 June 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 June 2026
Austria Manufacturing PMI Slips as Eurozone Factory Momentum Cools, Raising Equity and Euro Hedge Demand

Austria’s manufacturing PMI eased to 50.9 in June, signalling slower expansion, prompting defensive hedges, euro shorts.

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