Economy

25

Jun 2026
Australia participation miss prompts markets to price out August RBA hike, weighing on Aussie dollar

May’s participation rate missed forecasts, cooling RBA hike odds, pressuring AUD, and prompting equity downside hedges.

25

Jun 2026
Bank of Korea Survey Shows July Manufacturing Sentiment Dip, Raising Won and KOSPI Risks

Bank of Korea’s manufacturing BSI dipped to 79 in July, signaling weakening sentiment, exports, won, KOSPI.

25

Jun 2026
GBP/JPY eases towards 213.00 as Starmer resignation adds UK political risk and pressures Sterling

GBP/JPY slips near 213 as Starmer resignation sparks UK uncertainty; weak PMIs and volatility support bearish outlook.

25

Jun 2026
Russia’s May industrial output falls 0.7%, missing forecasts and pressuring rouble and Russian assets

Russia’s May industrial output fell 0.7% year-on-year, missing forecasts, pressuring ruble, equities, and volatility.

25

Jun 2026
Markets Brace for Burnham as ABN AMRO Sees Gilt Volatility Overpriced and Sterling Rebound

ABN AMRO sees Burnham succeeding Starmer, maintaining fiscal rules; gilts steady, sterling rebounds, sector rotation opportunities.

25

Jun 2026
Germany’s Ifo June uptick bolsters current conditions view as expectations lag after Middle East tensions ease

Ifo index rises to 85.6 as conditions improve; expectations lag amid energy risks, limiting near-term German gains.

25

Jun 2026
US New Home Sales Miss Forecasts, Fuelling Bets on Fed Cuts and Housing-Linked Equity Hedges

May US new home sales hit 0.58m, missing 0.64m forecasts, boosting rate-cut bets and hedging.

25

Jun 2026
US New Home Sales Undershoot Forecast as Elevated Mortgage Rates Weigh on Housing Demand

May new home sales missed forecasts at 580,000; elevated mortgage rates spur slowdown and options volatility trades.

24

Jun 2026
US MBA mortgage applications edge up 1% as lower rates underpin cautious homebuilder bullish bets

MBA mortgage applications rose 1%, signaling stabilizing housing demand as rates eased; cautious bullish homebuilder options positioning.

24

Jun 2026
Germany’s Ifo Expectations Miss Stokes ECB Rate-Cut Bets, Weighing on Euro and DAX

Germany’s Ifo expectations missed June forecasts, signaling softening sentiment, ECB cut odds rising, pressuring euro, DAX.

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