Policy

6 July 2026
RBC Sees BoC Q2 Business Survey Testing Oil Shock Inflation Views, CAD and Rate Cut Bets

BoC’s Q2 survey, captured near $100 oil, may shift rate-cut timing, loonie outlook, options strategy.

6 July 2026
Markets await services PMIs to test Fed outlook after soft US payrolls and easing inflation

Softer jobs and inflation shift focus to services PMIs, testing slowdown and shaping Fed rate expectations.

6 July 2026
BNY Sees RBNZ Raising OCR to 2.50% as Markets Watch Guidance for Hawkish Bias

BNY expects RBNZ to hike OCR 25bp to 2.50%, with guidance and hawkish path scrutinised.

6 July 2026
German Factory Orders Beat Forecasts, Bolstering Euro Outlook as ECB Stays Hawkish

German May factory orders surged 1.9%, signaling Eurozone resilience, bolstering ECB hawkishness and supporting euro upside strategies.

6 July 2026
ECB’s Moulin Says Bank in ‘Good Position’ as Markets Weigh Possible July Rate Pause

ECB’s Moulin says bank “in good position” after June hike; inflation cools, oil slumps, July uncertain.

6 July 2026
ANZ Job Ads Dip in June, Adding to Dovish RBA Bets and AUD Downside Positioning

ANZ job ads fell 0.2% in June, signaling easing demand, supporting dovish RBA bets and AUD weakness.

6 July 2026
Australia’s Melbourne Institute Inflation Gauge Falls 0.4% in June, Bolstering RBA Cut Bets

TD Securities–Melbourne Institute inflation gauge fell 0.4% in June, boosting rate-cut bets, impacting AUD, bonds, equities.

4 July 2026
China’s firmer PMI, yuan strength ease PBoC easing bets as yields edge higher

China PMIs improved, easing PBoC easing pressure; yuan strengthened as dollar weakened, yields rose, AI exports outperformed.

4 July 2026
ABN AMRO trims EUR/USD forecasts as ECB–Fed divergence grows amid French and US election risks

ABN AMRO trims EUR/USD forecasts amid ECB-Fed divergence and election risks; favors spreads, hedged longs, put-selling.

4 July 2026
RBI to tie credit-risk weights to rating agencies’ default records, setting up corporate bond repricing

RBI to link bank risk weights to rating agencies’ default histories by April 2027, reshaping credit pricing.

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