Policy

1 July 2026
Eurozone inflation undershoots forecasts, fuelling dovish ECB outlook and pressuring the euro

Eurozone inflation hit 2.8% in June, undershooting forecasts, boosting ECB cut bets, weakening euro, supporting bonds, equities.

1 July 2026
Nagel warns of persistent inflation as ECB tightening bias weighs on Bunds and the euro

Nagel warned upside inflation risks persist, keeping ECB policy biased tighter; markets underprice hikes, pressuring Bunds, Euro.

1 July 2026
CNB Signals Rate Pause After Fine-Tuning Hike, Leaving Koruna Supported and Volatility Contained

CNB signals June hike was fine-tuning; expects August pause, possible September review, modest koruna support possible.

1 July 2026
Dollar firms as Sintra central bank panel looms; yen intervention risk rises, gold slips

Markets steady ahead of key inflation and jobs data, while central bank speeches may boost dollar volatility.

1 July 2026
Sweden’s manufacturing PMI rises to 58.3, fuelling krona and OMXS30 bulls as rate-hike bets grow

Sweden’s June manufacturing PMI rose to 58.3, accelerating expansion, boosting SEK, industrial earnings, and volatility trading opportunities.

1 July 2026
Indonesia Core Inflation Beats Forecast, Bolstering Bank Indonesia Hawkishness and Supporting Rupiah

Indonesia’s June core inflation hit 2.76%, above forecasts, boosting hawkish BI bets, firmer rupiah, and yields.

1 July 2026
ECB’s Demarco Flags Potential Rate-Hike Pause Until Next Projections as EUR/USD Softens

ECB’s Demarco hints at delaying further rate hikes as inflation cools, oil falls, and euro weakens.

1 July 2026
Indonesia’s June CPI Beat Stokes Rate-Hike Bets, Lifts Rupiah Prospects and Pressures Bonds

June inflation hit 0.44% MoM, topping forecasts; boosting hawkish BI expectations, supporting rupiah, pressuring bonds, equities.

1 July 2026
Australia Building Permits Growth Eases in May, Testing Housing Momentum and RBA Rate Outlook

Australia’s building permits growth slowed to 5.3% in May, signalling cooling activity, softer GDP, AUD risks.

1 July 2026
PBOC Unveils Overnight Liquidity Tool as Markets Price 1.25% Rate, Signalling Shift in Policy Anchor

PBOC unveils overnight liquidity tool implied at 1.25%, signaling shift from 7-day repo; yuan and rates volatility rise.

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