Outlook

30 June 2026
South Korea’s Industrial Output Slides in May, Raising Pressure on KOSPI and the Won

South Korea’s May industrial output fell 0.9%, signaling weaker manufacturing, semiconductor drag, bearish KOSPI, weaker won.

30 June 2026
Rabobank Sees Cyclical Dollar Upswing Pressing EUR/USD as Fed Holds and Eurozone Softens

Rabobank sees cyclical US strength supporting dollar, pressuring EUR/USD lower despite longer-term bearish USD trend overall.

30 June 2026
SocGen Sees Central Bank Gold Buying Picking Up, With Real Yields Capping Summer Prices

SocGen sees 2026 central-bank gold buying rebounding, led by Turkey/Poland, as real yields ease later.

29 June 2026
UK consumer net lending rises £4.6bn in May, undershooting forecasts and tempering growth outlook

UK net lending rose £4.6bn in May, undershooting forecasts, signalling slower consumer credit growth and economic cooling.

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.

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