United Kingdom: Growth resilience but softer inflation – Deutsche Bank
Deutsche Bank’s Sanjay Raja says the UK economy is tracking close to the Bank of England’s Scenario A, with stronger‑than‑expected early‑2026 GDP but a cooling labour market and easing price…
US Senior Official: Iran accord secures peace, Hormuz reopening
A senior administration official said on Friday that the Iran deal will guarantee long-term peace in the region. The agreement would achieve core US objectives and reopen the Strait of…
Forecasting the upcoming week: Fed, BoJ, BoE and RBA decisions take center stage
The US Dollar Index (DXY) lost ground during the week, down 0.27% to trade near the 99.80 level as investors prepared for a heavy central bank calendar the following week.…
Reports: new Supreme Leader yet to bless Trump’s Iran deal
Unverified as the report is, it adds to a pattern of Iranian sign-off remaining the key unresolved variable, and arrives against the backdrop of Trump having announced an Iran deal…
EURUSD – Post-ECB Recovery Faces Strong Obstacles En-Route
The Euro remains constructive on Friday after previous day’s jump on ECB rate hike (the first in three years). The latest news about potential peace deal in the Middle East…
The ECB’s Interest Rate Hike Is More Than an Insurance Hike, but No Signal for a Start of a Tightening Cycle
At its policy meeting on 11 June, the ECB raised its deposit rate by 25 basis points to 2.25%. This automatically raises the refinancing rate to 2.40% and the marginal…
South Korean Won: Authorities step up FX stabilisation push – Societe Generale
Societe Generale highlights that South Korean authorities have launched a multi-pronged FX stabilisation package to address short-term USD funding stress and speculative pressures on the Korean Won. Measures include a…
Gold is trying to find traction as a post-war trade
Gold isn't getting much attention today as the SpaceX IPO steals all the bandwidth and we wait on some clarity on Iran but I think it's a clear peace trade.The…
Week Ahead – Central Bank Barrage Ahead: Fed, BoJ, RBA, SNB and BoE in Focus
Fed meets as strong US data bolster rate hike bets. BoJ expected to hike, intervention risk also in focus. RBA to remain on hold, hawkish message could boost Aussie. BoE…
South Korean Won: Supported by equities and hawkish BoK – BBH
Brown Brothers Harriman’s Elias Haddad highlights strong South Korean asset performance, with South Korean Won (KRW) outperforming and the KOSPI up sharply on AI-led semiconductor strength. The Bank of Korea’s…
