Outlook

26 June 2026
GBP/USD holds above 1.3200 as softer dollar offsets UK political risk, bearish bias persists

GBP/USD rebounds above 1.3200, but UK political risks and strong US data keep outlook bearish overall.

26 June 2026
SOX Correction Seen Deepening After June Peak as Elliott Wave Targets 12,000–12,900 Pullback

SOX likely peaked June 22; expect bounce toward 14,472 gap, then decline to 12,000–12,900 soon.

25 June 2026
Bank of Korea Survey Shows July Manufacturing Sentiment Dip, Raising Won and KOSPI Risks

Bank of Korea’s manufacturing BSI dipped to 79 in July, signaling weakening sentiment, exports, won, KOSPI.

25 June 2026
WTI Stays Under Pressure as Hormuz Flows Cap Prices Ahead of CTA Selling Exhaustion

WTI pressured by CTA liquidations, despite strong Hormuz exports; shrinking floating storage and inventories signal tighter supply ahead.

24 June 2026
Standard Chartered sees Brazil’s BCB pausing Selic cuts in Q3, resuming easing in late 2026

Pan: BCB to slow Selic cuts, pause Q3; easing resumes late 2026; rates higher through 2027.

24 June 2026
Germany’s Ifo business climate meets forecasts, reinforcing subdued sentiment and range-bound outlook for DAX

Germany’s June Ifo index held at 85.6, meeting forecasts and confirming subdued sentiment, signalling fragile growth.

18 June 2026
Dollar holds gains as Warsh-led Fed turns hawkish, with tightening largely priced in

Dollar holds modest gains as hawkish Fed repricing is largely priced in, capping DXY upside near 100.60.

17 June 2026
New Zealand Current Account Deficit Narrows in Q1, Supporting NZD and Reinforcing RBNZ Hawkish Bias

New Zealand’s Q1 current account deficit narrowed to $1.01bn, supporting NZD and tempering near-term rate cut expectations.

17 June 2026
EUR/USD Holds Below 200-Day EMA as ECB Tightens and Markets Await Warsh’s First Fed Decision

EUR/USD holds range; ECB hike supports euro as oil drops, markets await new Fed decision for breakout.

15 June 2026
Rightmove House Price Index slips in June, stoking rate-cut bets and weighing on sterling

Rightmove’s June house price index fell 0.6%, signalling cooling market, boosting rate-cut expectations, pressuring GBP, housebuilders.

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