Policy

3 July 2026
Dollar slips as weak US payrolls cool Fed hike odds and lift equities, gold

Dollar slips after weak jobs data cuts July Fed hike odds; stocks, euro, gold rise globally.

3 July 2026
PBoC sets firmer USD/CNY fix below estimates, signalling managed yuan strength amid softer growth

PBoC set stronger USD/CNY fix yet weaker than estimates, signaling managed yuan stability amid soft growth.

3 July 2026
China lets yuan rise against North Asian peers to curb chip import costs, blunting undervaluation claims

China lets yuan rise, cutting semiconductor import costs; REER gains lag, undervaluation claims weaken, reversal risk.

3 July 2026
BNY says stronger yuan curbs undervaluation claims as China boosts North Asia semiconductor imports

BNY says yuan strength aids chip imports and counters undervaluation claims; reversal risk rises as domestic production ramps.

3 July 2026
NZD/USD rises as softer US payrolls weigh on dollar and shift Fed rate expectations

NZD/USD rose to 0.5705 as weak US payrolls boosted dovish Fed bets, supporting Kiwi upside.

3 July 2026
US 4-week Treasury bill yield slips to 3.605% as markets price in nearer Fed cut

Treasury 4-week bill yield dips to 3.605%, hinting July Fed cut odds; traders favor rate-sensitive equities.

3 July 2026
Commerzbank Sees Softer US Jobs Data Keeping Fed Rates on Hold Through 2026

Commerzbank says weak June jobs, lower oil, easing inflation make Fed rate hike unlikely; policy steady.

3 July 2026
Thailand Enters 2Q26 Firmer as Exports Lift Outlook, Bank of Thailand Holds Rates at 1.00%

Thailand enters 2Q26 stronger on exports and tech investment; weak domestic demand keeps rates steady.

3 July 2026
Sintra Signals Central Banks Pivot from Forward Guidance to Data-led Framework Guidance

Sintra signals central banks shifting from forward guidance to data-driven framework guidance using real-time AI monitoring.

3 July 2026
Annual USMCA Reviews Through 2036 Keep Mexico Investment on Hold, Raising Peso Risk Premiums

Annual USMCA reviews until 2036 keep trade stable but prolong uncertainty, dampening Mexico investment, peso outlook.

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