Markets

1 July 2026
Brazil manufacturing PMI returns to expansion in June, raising Ibovespa and real prospects, complicating rate-cut bets

Brazil’s manufacturing PMI rebounded to 50.8 in June, signaling growth, boosting equities, real, and rate-cut doubts.

1 July 2026
WTI slides below $69 as US-Iran talks rekindle supply hopes and Hormuz risks linger

Crude slides below $69 as US-Iran talk headlines spur volatility; Hormuz risks keep rebound hedges in focus.

1 July 2026
CNB Signals Rate Pause After Fine-Tuning Hike, Leaving Koruna Supported and Volatility Contained

CNB signals June hike was fine-tuning; expects August pause, possible September review, modest koruna support possible.

1 July 2026
France’s June HCOB manufacturing PMI beats forecasts, bolstering euro and lifting French equities outlook

France’s June manufacturing PMI beat forecasts at 51.2, signaling expansion and boosting bullish euro and equity bets.

1 July 2026
ECB’s Demarco Flags Potential Rate-Hike Pause Until Next Projections as EUR/USD Softens

ECB’s Demarco hints at delaying further rate hikes as inflation cools, oil falls, and euro weakens.

1 July 2026
ECB seen staying hawkish as oil sensitivity eases, July hike odds fade but further move flagged

ECB likely stays hawkish, downplays oil sensitivity, keeps “one more hike” narrative amid inflation and geopolitical uncertainty.

1 July 2026
TD Securities backs Canadian dollar as firm data set stage for USD/CAD pullback below 1.40

TD cites stronger Canadian data, favoring loonie gains and a USD/CAD retracement below 1.40 via put spread.

1 July 2026
Reuters poll shows analysts cut 2026 oil forecasts as Hormuz shipping improves, demand softens

Reuters poll: analysts cut 2026 oil forecasts as Hormuz shipping recovers, demand weakens, and supply fears fade.

1 July 2026
US Case-Shiller Home Prices Beat Forecasts as Higher-for-Longer Rates Shape Housing Trades

Case-Shiller home prices rose 1.1% in April, beating forecasts; higher rates complicate inflation outlook and strategy.

30 June 2026
Dollar steadies as DXY rebounds ahead of US payrolls, keeping Fed rate-hike bets in focus

Dollar steadies as traders await NFP and JOLTS, with DXY above key EMA, resistance near 102.00.

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