Policy

16 July 2026
South Korea M2 Growth Quickens in May, Raising Won and Bank of Korea Tightening Pressures

South Korea’s M2 growth hit 9.2% in May, raising inflation, weakening won, and boosting hedging strategies.

10 July 2026
Singapore Dollar Front-End Rates Face Upward Pressure as USD-SGD Spread Widens, MAS Looms

Shorter-dated SGD rates may rise as wide USD-SGD spreads, strong dollar, and steady Fed expectations persist.

10 July 2026
US jobs market slack hidden by falling participation rate, raising risks of sudden unemployment jump

US jobs data weak: payrolls slowing, household employment falling; lower participation masks slack, risking unemployment spike.

10 July 2026
Koruna weakens as CNB tracks ECB, fuelling calls for domestic stimulus and policy divergence

Koruna weakens despite CNB tracking ECB; falling inflation may enable divergence, stimulus hopes fueling bullish EUR/CZK trades.

9 July 2026
ECB accounts flag upside inflation risks, keeping rate expectations elevated amid energy price uncertainty

ECB minutes highlight upside inflation risks, energy uncertainty, and potentially higher Eurozone rates, boosting volatility and hawkish surprises.

9 July 2026
Fed minutes underscore hawkish hold as committee split keeps markets braced for data-driven volatility

Fed minutes show hawkish hold, split on hikes; inflation stubborn, jobs steady; expect volatility, positioning with options straddles.

9 July 2026
Mexico inflation undershoots forecasts, bolstering Banxico rate-cut bets and weighing on peso carry trades

Mexico inflation cooled to 3.37% in June, boosting Banxico cut bets, favoring swaps, pressuring peso.

9 July 2026
Mexico June Inflation Falls Sharply, Markets Price Banxico Rate Cut and Peso Weakness

Mexico June inflation fell 0.27% versus -0.13% forecast, boosting Banxico cut odds and pressuring peso.

9 July 2026
Mexico June core inflation undershoots, fuelling Banxico rate-cut bets and weighing on the peso

June core inflation undershot forecasts, boosting Banxico rate-cut bets and weakening peso prospects amid higher volatility.

9 July 2026
Middle East tensions rattle CEE markets as NBP stays neutral and forint leads sell-off

Middle East tensions jolted CEE markets; NBP stayed neutral, while Hungary’s forint plunged on dovish cuts.

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