Policy

17 June 2026
US building permits undershoot forecasts, raising cooling signals for housing and short-term rate expectations

May US building permits slipped to 1.413m, signaling cooling housing demand; favors rate-neutral trades, hedges, and shorts.

17 June 2026
US Housing Starts Slide 15.4% in May, Raising Concerns Over Homebuilding and Rate Headwinds

May housing starts plunged 15.4%, signaling collapsing builder confidence, rate-driven demand destruction, and broader market downside risks ahead.

16 June 2026
US export prices beat forecasts, reinforcing higher-for-longer Fed bets and lifting dollar outlook

U.S. export prices rose 1.3% in May, reinforcing persistent inflation, delaying Fed cuts, boosting dollar, volatility, oil.

16 June 2026
US Housing Starts Miss Forecasts, Prompting Bets on Fed Cuts and Homebuilder Equity Downside

May housing starts missed forecasts at 1.177m, boosting dovish Fed bets and bearish housing-related trades.

16 June 2026
ADP’s Four-Week Jobs Gauge Slips as Markets Price Fed Cuts and Volatility Hedges

ADP’s 4-week average fell to 25.5K; cooling jobs bolster Fed cut bets and hedging.

16 June 2026
RBA Holds Cash Rate at 4.35% as Growth Slows, Markets Eye Lower AUD Volatility

RBA holds cash rate at 4.35%, signalling peak; growth slows, inflation eases; traders favour selling AUD volatility.

16 June 2026
Italy’s May CPI Matches Forecasts, Bolstering ECB Hold Expectations and Muted Eurozone Volatility

Italy’s May CPI rose 0.4% m/m, matching forecasts, supporting stability, lower volatility, and steady ECB rates.

16 June 2026
Italy’s EU-Harmonised Inflation Misses Forecast, Bolstering ECB Dovish Bets and Pressuring Euro

Italy’s EU-harmonised inflation rose 0.3% in May, missing forecasts and supporting dovish ECB and euro-bearish trades.

16 June 2026
Sterling slips towards 1.3400 as dollar firms on Iran uncertainty ahead of Fed decision

GBP/USD slips near 1.3400 as US-Iran deal uncertainty, Fed hawkishness, and rising volatility support dollar strength.

16 June 2026
USD/JPY Dips After BoJ Rate Rise, Dollar Finds Support From Hormuz Uncertainty and Fed Outlook

USD/JPY dips near 160.10 as BoJ hike supports yen; Fed, geopolitics sustain dollar carry-trade upside.

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