Markets

3 June 2026
Standard Chartered sees China’s PBoC shifting liquidity operations towards DR001, foreshadowing overnight rate anchor

Standard Chartered: PBoC shifts focus to DR001, anchoring overnight rates and paving way for overnight policy.

3 June 2026
Sweden’s VAT-Blurred Inflation Clouds Growth, Markets Underprice Riksbank Tightening Risk

Sweden’s GDP dip masked resilient consumers; VAT cut distorts inflation, leaving markets underpricing potential Riksbank tightening.

3 June 2026
Oil prices whipsawed by US–Iran talks, Red Sea shipping threats and Russia jet fuel ban

Oil swings on US–Iran headlines, Red Sea shipping threats, and Russia jet-fuel ban, stoking volatility.

3 June 2026
TD Securities lifts silver and PGM forecasts as deficits loom, while warning of gold-like corrections

TD Securities raises silver, PGM forecasts, citing deficits, stronger demand, but warns near-term correction risk.

2 June 2026
Eurozone HICP Inflation Slumps to 0.1% in May, Bolstering ECB Rate-Cut Expectations

Eurozone May HICP inflation fell to 0.1%, boosting ECB rate-cut odds, weakening euro, supporting equities.

2 June 2026
Societe Generale expects NBP to hold at 3.75% as markets price Polish tightening

Societe Generale sees NBP holding 3.75% through 2026 despite markets pricing 75bp hikes; inflation within target.

2 June 2026
UK M4 money supply growth edges up, bolstering hawkish Bank of England expectations

UK M4 money supply rose to 4.5% in April, boosting hawkish BoE bets, GBP, yields.

2 June 2026
UK consumer lending undershoots forecasts in April, bolstering rate-cut bets and pressuring sterling

UK consumer lending rose £6.2bn in April, missing forecasts, boosting rate-cut bets and pressuring sterling.

2 June 2026
Trump Sees Iran Deal Within Week as Hormuz Tensions Lift WTI and Volatility Outlook

Trump expects Iran deal soon amid Lebanon tensions; oil surges, volatility spikes, traders favor options over futures.

2 June 2026
Brent Slides Below 50-Day Average as $91 Support Tested, April Low in Focus

Brent slips below 50-day average, tests $91/90 support; reclaiming $103 needed to reduce downside risks.

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