Policy

10 June 2026
Greek HICP Inflation Rises to 4.9%, Testing ECB Easing Bets and Pressuring Bonds, Equities

Greek May HICP inflation rose to 4.9%, pressuring ECB rate-cut hopes; bonds, equities face volatility.

10 June 2026
Hungary inflation dips to 1.8%, boosting case for MNB rate cut and steady forint range

Hungary’s May inflation fell to 1.8%, boosting odds of June rate cut and keeping EUR/HUF stable.

10 June 2026
Dollar eases as markets turn cautious ahead of US CPI, with Fed hike bets firming

Dollar slips ahead of US CPI; traders cautious as inflation may reaccelerate, shaping Fed rate expectations.

10 June 2026
Markets tread water ahead of US CPI and Bank of Canada decision as geopolitical tensions linger

Markets subdued ahead of US May CPI and BoC decision, as geopolitical tensions and currency moves keep traders cautious.

10 June 2026
Japan PPI Surprise Fuels BoJ Tightening Bets, Raising Yen Upside and Nikkei Hedge Demand

Japan’s May PPI surged 0.9%, fueling sticky inflation, boosting BoJ hike odds, strengthening yen, pressuring Nikkei.

10 June 2026
Gold slides to three-month low as Middle East tensions and higher US rate odds weigh

Gold hits March low as Middle East tensions and hotter CPI expectations fuel dollar strength, pressuring prices.

10 June 2026
South Korea steps up won support as pension hedging expands amid persistent foreign equity outflows

South Korea unveiled won-support measures, but capital outflows dominate; expect higher volatility, limited NPS hedging impact.

10 June 2026
US wholesale inventories beat forecasts as stock build fuels slowdown fears, boosting dovish Fed bets

April wholesale inventories rose 0.6%, beating forecasts, signaling slowing demand, prompting defensive trades: SPY puts, Treasuries, VIX calls.

10 June 2026
US existing home sales beat forecasts, reinforcing higher-for-longer Fed stance and boosting dollar outlook

May existing-home sales beat forecasts, signaling resilient housing, reinforcing higher-for-longer rates and shifting derivative positioning.

10 June 2026
US Existing Home Sales Jump 3.2% in May, Bolstering Higher-for-Longer Fed Rate Expectations

May existing home sales jumped 3.2%, signaling stronger demand and a higher-for-longer Fed, boosting homebuilders opportunities.

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