United states

1 July 2026
OCBC flags modest dollar upside as Warsh, US payrolls and ECB caution shape policy divergence

OCBC sees modest USD upside as Warsh, payrolls, and steady labor data contrast with softer ECB stance.

1 July 2026
EUR/JPY slips on softer Eurozone inflation as yen gains on safe-haven demand and intervention talk

EUR/JPY slips near 185.40 as softer Eurozone inflation weighs on Euro; Yen gains on safe-haven, intervention talk.

1 July 2026
Poland Inflation Hits NBP Target, Markets Price Rate Cuts and EUR/PLN Upside Ahead of Meeting

Poland’s inflation hit 2.5%, shifting markets toward rate cuts and pressuring zloty; EUR/PLN upside possible.

1 July 2026
Eurozone core HICP eases to 0.2% in June, bolstering bets on ECB rate cuts

Eurozone core inflation cooled to 0.2% in June, boosting dovish ECB expectations, pressuring euro, supporting equities.

1 July 2026
Eurozone core inflation undershoots forecasts, bolstering bets on ECB rate cut and weaker euro

Eurozone core HICP hits 2.4%, below forecasts, boosting ECB rate-cut odds; bearish EUR, bullish equities outlook.

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
EUR/USD Drifts in Tight Range as Options Sellers Eye Premium Amid Fed and ECB Caution

EUR/USD remains range-bound after brief rebound, with 1.1335–1.1470 outlook; option premium selling favored, hedged downside.

1 July 2026
France’s June HCOB manufacturing PMI beats forecasts, bolstering euro and lifting French equities outlook

France’s June manufacturing PMI beat forecasts at 51.2, signaling expansion and boosting bullish euro and equity bets.

1 July 2026
Italy’s Manufacturing PMI Misses Forecast, Raising Concerns for Equities and the Euro

Italy’s manufacturing PMI slipped to 52.2, missing forecasts, signalling softer momentum and prompting hedges: equities, euro, volatility.

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