Policy

24 June 2026
Mexico core inflation undershoots forecast, fuelling Banxico cut bets and weighing on the peso

Mexico core inflation undercut forecasts, boosting Banxico cut odds, pressuring peso, and creating rates/volatility trades.

24 June 2026
US MBA mortgage applications edge up 1% as lower rates underpin cautious homebuilder bullish bets

MBA mortgage applications rose 1%, signaling stabilizing housing demand as rates eased; cautious bullish homebuilder options positioning.

24 June 2026
Hungary’s central bank signals faster cuts as base rate falls to 6.00%, forint seen strong

Hungary’s central bank cut rates to 6.00%, signaled further easing, lower inflation, and potential forint weakness.

24 June 2026
Swiss ZEW Expectations Slide Further in June, Adding Pressure for SNB Rate Cuts

Swiss ZEW expectations plunged to -25 in June, signaling worsening sentiment, weaker momentum, and potential Swiss asset declines.

24 June 2026
USD/JPY Holds Near 161.60 as Firmer BoJ Rate Outlook Offsets Broad Dollar Strength

USD/JPY steadies near 161.60 as hawkish BoJ expectations support yen, while firm dollar sustains range-trading.

24 June 2026
USD/CHF hits seven-month high as Middle East tensions and Fed-SNB divergence lift dollar

USD/CHF hit seven-month high as dollar strengthened on Middle East tensions and Fed-SNB policy divergence.

24 June 2026
Bank of Japan eyes faster rate path towards neutral as yen stays weak and markets brace for volatility

BoJ June opinions signal further normalization, possible hikes toward 2% neutral, JGB cuts; risks lift FX volatility.

22 June 2026
AUD/JPY Holds Near 113.30 as Steady China Rates Support AUD, with BoJ and Intervention Risks in Focus

AUD/JPY hovers near 113.30, supported by steady China policy and RBA stance; intervention and BoJ risks cap.

22 June 2026
PBoC sets weaker yuan fixing, signalling tolerance for depreciation as growth support takes priority

PBoC fixed USD/CNY at 6.8150, weaker than estimates, signaling tolerance for softer yuan to support growth.

22 June 2026
PBOC Holds Policy Rates Steady, Yuan Range-Bound as Traders Position for Low Volatility

PBOC held rates steady, favoring targeted liquidity over cuts; yuan stable, volatility low, range-bound trading expected.

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