Equities

1 July 2026
Colombia May Jobless Rate Falls to 8%, Raising Bets on Policy Tightening and Peso Strength

Colombia’s May unemployment fell to 8%, signaling stronger growth, possible hawkish policy, firmer peso, equities upside.

1 July 2026
TD Securities sees June US payrolls at 80,000, keeping Fed on hold as hiring cools

TD Securities projects June payrolls at 80k, unemployment 4.2%, signaling cooling labor market and Fed hold.

1 July 2026
US job openings jump to 7.594m, fuelling bets on higher-for-longer Fed rates

May JOLTS openings rose to 7.594m, beating forecasts, reinforcing tight labor and reducing prospects for near-term Fed cuts.

1 July 2026
Chicago PMI slips to 56.7 in June, fuelling softer US growth and dovish Fed bets

Chicago PMI hit 56.7 in June, missing forecasts, signaling slower growth; portfolios add hedges, expect dovish Fed.

1 July 2026
Chicago PMI slips to 56.7 in June, reinforcing cooler US growth and softer Fed bets

Chicago PMI slips to 56.7, missing forecasts, signaling cooling growth; prompting protective hedges, lower-yield, weaker-dollar positioning.

30 June 2026
Germany CPI undershoots forecasts, fuelling dovish ECB bets and shifting euro, equities and bunds

Germany’s June CPI rose 2.3%, missing forecasts, boosting ECB cut bets and pressuring euro, yields.

30 June 2026
Dollar retreats as equities rebound; focus shifts to US data and Warsh speech

Dollar’s rally fades as risk appetite improves; US-Iran talks calm oil; focus shifts to US data, jobs, speeches.

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
India Capital Account Strains Spur RBI Support Measures, Boosting Rate and Equity Trade Opportunities

India’s BoP deficit eased as RBI turned dovish, boosting bond, equity opportunities and rupee stability.

30 June 2026
Hesse CPI Inflation Slows to 2.3%, Fueling Bets on ECB Rate Cut and Weighing on Euro

Hesse CPI inflation eased to 2.3% in June, boosting ECB cut bets; euro weaker, bonds/equities supported.

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