Inflation

12 June 2026
Brazil IPCA May Upside Surprise Raises Doubts Over July Rate Cut, Lifts DI Yields

Brazil’s May IPCA rose 0.58%, above forecasts, tightening rate-cut expectations and pressuring bonds, real, equities.

12 June 2026
MUFG flags higher-for-longer rates as Fed guidance, Asia central banks and geopolitics buoy dollar

MUFG expects stubborn US inflation and strong jobs to keep rates higher, boosting dollar amid central bank meetings.

12 June 2026
Markets shift focus from ECB hike to FOMC as Warsh debut signals neutral-to-hawkish tilt

Focus shifts to June 17 FOMC: new leadership turns neutral-to-hawkish, dot plot drops cuts, maybe adds hikes.

12 June 2026
ECB restarts rate hikes at 2.25% as Lagarde turns hawkish; Deutsche Bank eyes September move

ECB hikes deposit rate to 2.25% with hawkish tone; inflation forecasts rise, markets price further September tightening.

12 June 2026
Deutsche Bank sees Bank of England holding rates, with dissenters, as inflation keeps cuts at bay

Deutsche Bank expects BoE to hold rates, warns inflation risks; traders may profit from higher-for-longer policy.

12 June 2026
Commerzbank sees NZ dollar pressured as Iran tensions, weak growth and rate outlook cap gains

Commerzbank warns kiwi pressured by Iran conflict, high energy, weak growth; expects fewer hikes, NZD/USD 0.55.

12 June 2026
Rupee steadies after record low as RBI intervention caps USD/INR, while oil and outflows persist

Rupee hit record low near 97; RBI intervention and reserves stabilize, but oil, outflows keep risk.

12 June 2026
Spain’s May CPI Rises 0.1% as Expected, Bolstering Dovish ECB Outlook and Euro Pressure

Spain’s May CPI rose 0.1% as expected, reinforcing eurozone disinflation, dovish ECB stance, and low-volatility strategies.

12 June 2026
Spain’s May HICP Inflation Holds at 3.6%, Adding to ECB Rate-Cut Caution

Spain’s May HICP held at 3.6%, matching forecasts, reinforcing persistent inflation pressures and complicating ECB rate-cut plans.

12 June 2026
Spain CPI Hits 3.2% in May, Cooling Volatility as Markets Reassess ECB Outlook

Spain’s May CPI held at 3.2%, meeting forecasts, easing volatility, supporting ECB pause and options strategies.

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