Policy

2 June 2026
BNP Paribas Sees China Growth Peaking, K-Shaped Split to Drive Sector and Derivative Plays

China Q1 2026 growth hits 5.0%, but K-shaped slowdown favors selective options: calls exporters, puts property.

2 June 2026
BoE and ECB Rate Paths Whipsaw on Oil Shock as Wider Market Volatility Stays Low

Markets reprice BoE/ECB from cuts to hikes on oil inflation, yet equities stay calm; volatility trade.

2 June 2026
BBH sees NBP holding at 3.75%, inflation easing and USD/PLN rangebound near 3.60–3.70

BBH sees NBP holding 3.75%, easing over; softer inflation and growth keep zloty rangebound, low-volatility.

2 June 2026
Markets price ECB June rate rise as focus turns to forward guidance and euro direction

Markets expect ECB to hike June 11; focus shifts to forward guidance, inflation risks, and euro volatility.

2 June 2026
Poland’s central bank set to hold rates at 3.75% as inflation cools and growth slows

Poland’s central bank likely holds rates at 3.75% as May inflation cools; oil shock remains.

2 June 2026
USD/CHF climbs as US-Iran talks stall, oil rises and Fed-SNB policy gap widens

USD/CHF jumped as stalled US-Iran talks, higher oil, and Fed-SNB policy divergence boosted the Dollar.

2 June 2026
ECB officials step up June hike signals as Nordea warns markets underprice broader tightening cycle

ECB officials signal June hike for credibility as energy-driven inflation risks second-round effects; markets seem complacent.

2 June 2026
RBI Seen Holding Rates at 5.25% as Markets Brace for Hawkish Tilt to Support Rupee

RBI likely holds 5.25%, but hawkish tilt possible as rupee stabilizes; options favor USD/INR downside bets.

2 June 2026
US Construction Spending Beats Forecast, Challenging September Fed Cut Bets and Supporting Stronger Dollar

April construction spending beat forecasts, signaling resilient growth, higher-for-longer rates, stronger dollar, and hedging opportunities.

2 June 2026
US factory jobs gauge improves in May, easing rate-cut bets and lifting dollar outlook

ISM manufacturing employment rose to 48.6, easing job losses; dampening July cut odds, supporting dollar, yields, rangebound equities.

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