Policy

25 June 2026
Australia CPI Miss Masks Firmer Core as Markets Weigh August RBA Rate Rise

Australia’s headline CPI eased to 4.0%, but core inflation firmed, keeping August RBA hike odds.

24 June 2026
Standard Chartered sees Brazil’s BCB pausing Selic cuts in Q3, resuming easing in late 2026

Pan: BCB to slow Selic cuts, pause Q3; easing resumes late 2026; rates higher through 2027.

24 June 2026
Mexico’s June mid-month inflation fall fuels Banxico rate-cut bets, weighs on peso yield appeal

Mexico’s June midmonth inflation fell 0.11%, boosting Banxico rate-cut odds, pressuring peso, favoring TIIE swaps.

24 June 2026
Mexico core inflation undershoots forecast, fuelling Banxico cut bets and weighing on the peso

Mexico core inflation undercut forecasts, boosting Banxico cut odds, pressuring peso, and creating rates/volatility trades.

24 June 2026
US MBA mortgage applications edge up 1% as lower rates underpin cautious homebuilder bullish bets

MBA mortgage applications rose 1%, signaling stabilizing housing demand as rates eased; cautious bullish homebuilder options positioning.

24 June 2026
Hungary’s central bank signals faster cuts as base rate falls to 6.00%, forint seen strong

Hungary’s central bank cut rates to 6.00%, signaled further easing, lower inflation, and potential forint weakness.

24 June 2026
Swiss ZEW Expectations Slide Further in June, Adding Pressure for SNB Rate Cuts

Swiss ZEW expectations plunged to -25 in June, signaling worsening sentiment, weaker momentum, and potential Swiss asset declines.

24 June 2026
USD/JPY Holds Near 161.60 as Firmer BoJ Rate Outlook Offsets Broad Dollar Strength

USD/JPY steadies near 161.60 as hawkish BoJ expectations support yen, while firm dollar sustains range-trading.

24 June 2026
USD/CHF hits seven-month high as Middle East tensions and Fed-SNB divergence lift dollar

USD/CHF hit seven-month high as dollar strengthened on Middle East tensions and Fed-SNB policy divergence.

24 June 2026
Bank of Japan eyes faster rate path towards neutral as yen stays weak and markets brace for volatility

BoJ June opinions signal further normalization, possible hikes toward 2% neutral, JGB cuts; risks lift FX volatility.

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