Policy

9 June 2026
RBI Holds Repo at 5.25% as Inflation, Oil and Monsoon Risks Keep Hike Bets Alive

RBI holds repo at 5.25% but turns hawkish, citing inflation, oil, monsoon risks; hikes possible in FY27.

9 June 2026
New York Fed survey shows inflation expectations easing as credit and jobs outlook weakens

NY Fed survey: inflation expectations ease slightly; job, credit outlook weakens, prompting defensive hedges amid volatility risks.

9 June 2026
USD/CAD Holds Near Two-Month Highs as Oil Eases and BoC, Fed Decisions Loom

USD/CAD stayed near two-month highs as oil dipped; BoC and Fed decisions loom amid inflation concerns.

9 June 2026
National Bank of Canada urges Bank of Canada to add unemployment forecasts to quarterly policy report

Economists urge Bank of Canada to forecast unemployment, shifting policy focus to labour slack, boosting market volatility.

9 June 2026
Eurozone GDP dip seen as Ireland-driven as resilience data supports firmer ECB rate outlook

Eurozone GDP dip driven by Ireland; ex-Ireland growth solid, PMIs improving, inflation persistent, ECB hawkish, rates underpriced.

9 June 2026
Norway May CPI in spotlight as Norges Bank surprise hike keeps further tightening in play

Norway’s CPI may pressure Norges Bank toward another hike, boosting krone crosses amid strong energy prices.

9 June 2026
RBI and tax changes spark inflow hopes; MUFG sees USD/INR dipping before rebound

RBI and tax changes aim to boost inflows, strengthening rupee near-term; MUFG sees USD/INR 94 then 96.

9 June 2026
TD Securities sees Bank of Canada holding at 2.25% through 2026 as data soften

TD sees BoC holding 2.25% through 2026, muted volatility; oil risks persist; favors option-selling, hedged CAD weakness.

9 June 2026
OCBC sees ECB ‘insurance’ hike priced in, capping euro as oil and geopolitics drive risks

OCBC expects a priced-in ECB 25bp hike; euro upside capped without catalyst as oil/geopolitical risks linger.

9 June 2026
US jobs strength and higher oil prompt markets to price Fed pause through 2026, hike risk rising

Strong US payrolls and rising oil prices erase 2026 Fed cut hopes, shifting markets toward prolonged pause.

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