Policy

30 June 2026
Germany’s May jobless tally falls unexpectedly, bolstering hawkish ECB rate outlook

May unemployment fell 1K, beating forecasts, reinforcing German resilience and supporting a hawkish ECB stance.

30 June 2026
Lagarde Signals Steady ECB Path; Markets Price Further Hike as EUR/USD Eyes Stabilisation Above 1.14

Lagarde signaled steady ECB hawkishness; easing inflation, resilient growth keep another hike likely and EUR/USD supported.

30 June 2026
German retail sales beat forecasts, bolstering euro outlook as markets weigh firmer ECB tightening odds

German retail sales beat forecasts, signaling resilient consumers and complicating ECB policy as inflation stays elevated.

30 June 2026
EUR/USD slips as ECB hike bets fade and Fed tightening expectations firm ahead of US jobs data

EUR/USD slips as ECB hike expectations fade and Fed turns hawkish; jobs data may strengthen dollar further.

30 June 2026
Sterling firms as Burnham backs Reeves’ fiscal rules, with UK GDP and US jobs data in focus

Sterling gains on fiscal pledge and softer dollar, but UK GDP, US data and Fed risks loom.

30 June 2026
Dallas Fed Factory Index Stalls as Investors Hedge With Treasuries, Options and Oil Shorts

Dallas Fed Manufacturing Index slips to zero in June, signaling stalled activity and prompting defensive, hedged positioning.

30 June 2026
China industrial profits cool as PMI looms, keeping yuan under pressure near 6.80

China profit growth cooled; weak demand pressures yuan as PMI looms—consider USD/CNY calls, volatility rising.

30 June 2026
Sintra ECB Forum Puts Fed Chair Warsh in Spotlight as Markets Brace for Volatility

Sintra ECB Forum spotlights Fed Chair Warsh’s first overseas remarks; markets brace for volatility, inflation focus.

29 June 2026
Belgium inflation cools to 3.4% in June, bolstering ECB rate-cut bets and trade shifts

Belgium’s June CPI cooled to 3.4%, boosting ECB cut odds and shaping trades in rates, equities, euro, volatility.

29 June 2026
Belgium CPI rebounds in June, fuelling bets ECB rate cuts may be delayed, euro supported

Belgium’s CPI rose 0.3% in June, signaling firmer inflation, complicating ECB cuts, supporting euro.

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