Hawkish

3 July 2026
New Zealand consumer confidence rises in June, testing RBNZ cut expectations and lifting kiwi prospects

New Zealand consumer confidence rose to 91.3 in June, pressuring RBNZ rate-cut expectations and supporting NZD.

3 July 2026
BoE’s Mann Flags Potential ‘Activist’ Move as Sticky Services Inflation Complicates Rate-Cut Bets

BoE’s Mann warns “activist” tightening may be needed if inflation expectations worsen; rates likely higher-for-longer amid sticky services inflation.

3 July 2026
RBNZ holds MPC at six before election as July rate decision looms after deadlock

RBNZ keeps MPC at six ahead of election; July decision uncertain as hawks push hikes, NZD volatility.

3 July 2026
Canada Manufacturing PMI Holds Above 53, Supporting Bank of Canada’s Cautious Stance and CAD Bias

Canada’s manufacturing PMI rose to 53.0, signaling modest expansion, supporting CAD, TSX, and hawkish policy.

2 July 2026
OCBC trims end-2026 gold and silver targets as higher real yields and firmer dollar weigh

OCBC cuts 2026 gold, silver forecasts on strong dollar, higher yields; maintains bullish medium-term outlook.

1 July 2026
Wall Street futures diverge as Doha talks stall and Fed hike bets loom over tech rally

Dow dips as Doha talks stall and hike odds rise; Nasdaq climbs on AI, volatility looms.

1 July 2026
USD/CAD holds near 15-month high as Fed-BoC divergence lifts pair despite overbought signals

USD/CAD hovers near 1.4210 within ascending channel; overbought RSI 78.6 flags pullback risk; 1.4248 resistance.

1 July 2026
Indonesia Core Inflation Beats Forecast, Bolstering Bank Indonesia Hawkishness and Supporting Rupiah

Indonesia’s June core inflation hit 2.76%, above forecasts, boosting hawkish BI bets, firmer rupiah, and yields.

1 July 2026
Mexico’s May Fiscal Deficit Widens to 176bn Pesos, Raising Pressure on the Peso

Mexico’s May fiscal deficit ballooned, raising peso volatility, boosting USD/MXN upside, and pressuring Banxico to stay hawkish.

1 July 2026
Gold rebounds above $4,000 but set for steep monthly fall as dollar and yields firm

Gold rebounds slightly to $4,026, but strong dollar and hawkish Fed outlook signal further downside risk.

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