Policy

2 June 2026
Eurozone Inflation Ticks Up in May, Fueling ECB Rate-Hike Bets as EUR/USD Holds Near 1.1640

Eurozone May inflation hits 3.2%, core 2.5%; EUR/USD steady near 1.1640 as ECB hike bets rise.

2 June 2026
Eurozone HICP Inflation Slumps to 0.1% in May, Bolstering ECB Rate-Cut Expectations

Eurozone May HICP inflation fell to 0.1%, boosting ECB rate-cut odds, weakening euro, supporting equities.

2 June 2026
Eurozone May HICP Inflation Holds at 3.2%, Keeping ECB Tightening Expectations Firm

Eurozone HICP inflation held at 3.2% in May, easing volatility but keeping ECB hawkish and supportive.

2 June 2026
Societe Generale expects NBP to hold at 3.75% as markets price Polish tightening

Societe Generale sees NBP holding 3.75% through 2026 despite markets pricing 75bp hikes; inflation within target.

2 June 2026
UK M4 money supply growth edges up, bolstering hawkish Bank of England expectations

UK M4 money supply rose to 4.5% in April, boosting hawkish BoE bets, GBP, yields.

2 June 2026
UK M4 Money Supply Misses Forecast, Fueling BoE Rate-Cut Bets and Sterling Pressure

UK April M4 rose 0.2%, below 0.6% forecast, boosting rate-cut odds, pressuring GBP, lifting volatility.

2 June 2026
Swiss imports slide in April, fuelling dovish SNB expectations and pressuring franc and equities

Swiss imports fell sharply in April, signaling slowing demand, prompting dovish SNB expectations, weaker franc outlook, hedging strategies.

2 June 2026
Australia’s Building Approvals Growth Picks Up, Bolstering Hawkish RBA Rate Outlook

Australia’s building permits rose 10.2% in April, signalling robust construction demand, inflation pressure, and sustained RBA hawkishness.

2 June 2026
South Korea May CPI Surprise Challenges Bank of Korea Rate-Cut Bets, Lifts Won Outlook

South Korea’s May CPI rose 0.5% m/m, beating forecasts, reducing near-term BOK cut odds, supporting won.

2 June 2026
South Korea Inflation Surprise Bolsters Bank of Korea Hawkish Bias, Supports Won and Pressures KOSPI 200

Korea May CPI rose 3.1%, topping forecasts; sticky inflation reinforces BoK hawkishness, supports won, pressures equities.

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