View:
June 16, 2026
Preview: Due June 17 - U.S. May Retail Sales - Consumers vulnerable to a pull back
June 16, 2026 12:02 PM UTC
We expect May retail sales to increase by 0.3% both overall and ex autos, but with a 0.1% decline ex autos and gasoline, which would suggest that consumers are starting to pull back as elevated gasoline prices increasingly weigh on real disposable income.
FX Daily Strategy: N America, Jun 16th
June 16, 2026 9:37 AM UTC
Since Iran kicked off, gold holds on to the biggest remaining losses, SEK next
BoJ delivers the expected hike, later taper, and minor tweaked statement - little impact seen
RBA likewise largely on-message
Broader dollar tone still waiting on the new era Fed, market tread water prior
China: Divided Economy
June 16, 2026 7:22 AM UTC
· Overall, growth remains unbalanced. Momentum in AI/automation leads economic growth, with support from net exports still. However, consumption is not consistent with a 5% growth pace, as adverse wealth effects and a soft labor market mean only modest consumption. While the stimu
FX Daily Strategy: Europe, Jun 16th
June 16, 2026 5:05 AM UTC
Since Iran kicked off, gold holds on to the biggest remaining losses, SEK next
BoJ in focus, 25bp hike universally expected, attention on statement and bond program
RBA tone also to be scrutinised.
Broader dollar tone still waiting on the new era Fed
June 15, 2026
FX Daily Strategy: Asia, Jun 16th
June 15, 2026 9:00 PM UTC
Since Iran kicked off, gold holds on to the biggest remaining losses, SEK next
BoJ in focus, 25bp hike universally expected, attention on statement and bond program
RBA tone also to be scrutinised.
Broader dollar tone still waiting on the new era Fed
Preview: Due June 25 - U.S. May Durable Goods Orders - Aircraft to correct lower, but ex transport trend positive
June 15, 2026 5:25 PM UTC
We expect May durable goods orders to fall by 4.0% overall after a rise of 8.0% in April, the moves led by volatility in aircraft. Ex transport we expect an increase of 0.8%, slightly slower than three straight gains in excess of 1.0%, but maintaining a positive trend.
FX Daily Strategy: APAC, Jun 16th
June 15, 2026 3:20 PM UTC
Since Iran kicked off, gold holds on to the biggest remaining losses, SEK next
BoJ in focus, 25bp hike universally expected, attention on statement and bond program
RBA tone also to be scrutinised.
Broader dollar tone still waiting on the new era Fed