Policy

18 June 2026
US Business Inventories Rise 0.5% in April, Supporting Steady Stockbuilding and Fed Patience

US inventories rose 0.5% in April, meeting forecasts; sales softened, boosting hedging focus and CPI-driven volatility.

18 June 2026
ECB’s Sleijpen flags second-round inflation risks, investors eye rate volatility, oil straddles and euro calls

ECB’s Sleijpen sees lower odds of 2022 inflation spike, but warns wage-driven pressures requiring higher-for-longer rates.

18 June 2026
Canada New Housing Price Index Drops 2.4% in May, Raising Rate-Cut and Loonie Pressure

Canada’s New Housing Price Index fell 2.4% YoY, fueling dovish BoC cut bets, weakening CAD expectations.

18 June 2026
US Retail Sales Surge Fuels Hawkish Fed Bets, Lifting Dollar and Volatility Across Markets

May US retail sales surged to 6.9%, boosting hawkish Fed odds, lifting volatility, and strengthening dollar.

18 June 2026
US core retail sales beat forecasts, bolstering dollar and reinforcing higher-for-longer Fed stance

May core retail sales beat forecasts, signaling resilient demand, delaying Fed cuts, lifting dollar, pressuring equities.

18 June 2026
US retail sales control group rises to 0.7%, reinforcing higher-for-longer Fed expectations

May control-group retail sales rose to 0.7%, signaling resilient demand, complicating rate cuts and heightening volatility.

18 June 2026
UK CPI holds at 2.8% as core inflation edges up, keeping Bank of England outlook in focus

UK May CPI held at 2.8%, below forecasts; core edged up, but pressures softening, BoE hikes uncertain.

17 June 2026
South Africa Retail Sales Growth Halves in April, Raising Rand and Rate-Cut Concerns

South Africa’s retail growth halved in April, signalling weaker consumers, rand pressure, equity risks, and dovish hopes.

17 June 2026
MBA mortgage applications drop 3.8% as higher rates weigh on housing and homebuilder outlook

MBA mortgage applications fell 3.8% after a 10.8% surge, signaling weakening housing demand amid high rates.

17 June 2026
Eurozone May HICP Meets Forecasts as ECB Seen Holding Fire Amid Sticky Services Inflation

Eurozone May HICP rose 0.1% MoM as forecast, keeping ECB wait-and-see stance amid sticky services inflation.

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