Policy

10 June 2026
China’s AI-led export surge widens trade surplus as policymakers curb yuan appreciation

China’s export-led surplus supports yuan, but capital controls and PBoC fixings cap appreciation; sell volatility.

10 June 2026
Redbook Retail Growth Edges Higher, Fueling Hawkish Fed Bets and Shifting Market Positioning

Redbook sales growth rose to 9.1%, signaling strong spending, higher-for-longer rates, volatility hedges, and sector divergence.

10 June 2026
Canada Imports Rise to $72.44bn in April, Bolstering Hawkish Bank of Canada Outlook

Canada’s April imports rose to $72.44bn, signalling resilient demand, hawkish BoC, loonie support, equities capped.

9 June 2026
Mexico core inflation undershoots in May, bolstering Banxico cut bets and weighing on peso carry trades

May core inflation in Mexico rose 0.22%, below forecasts, boosting odds of Banxico cuts and weaker peso.

9 June 2026
Mexico inflation surprises with May deflation, fuelling Banxico cut bets and peso volatility trades

Mexico’s May inflation surprised lower at -0.21%, boosting Banxico cut odds, shifting rates, peso volatility.

9 June 2026
Hungary May CPI Miss Rekindles NBH Cut Bets as Forint Holds Steady Around EUR/HUF Levels

Hungary May CPI undershot forecasts, reinforcing disinflation and pricing NBH rate cuts; forint steady, options attractive.

9 June 2026
Spain’s Nine-Month Bill Yield Edges Up as ECB Hawkishness Keeps Eurozone Rates Elevated

Spain’s nine-month Letras yield inched up to 2.518%, signaling steady borrowing costs amid elevated Eurozone rates.

9 June 2026
EUR/CHF Rebounds to 0.92 as ECB Hike Bets Build and SNB Intervention Looms

EUR/CHF returns to 0.92 as ECB hike expectations rise and SNB intervention underpins downside, targeting 0.93.

9 June 2026
Dutch CPI Holds at 3.5% in May, Keeping ECB Rate-Cut Hopes in Check

Dutch CPI held at 3.5% in May, confirming sticky inflation and supporting prolonged ECB tight policy stance.

9 June 2026
USD/SGD jumps above 1.29 after US jobs blowout, eyes 1.2930 and 1.2960 resistance

USD/SGD surged above 1.29 after blowout US payrolls, eyeing 1.2930/1.2960 as support holds.

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