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June 10, 2026
Sweden Riksbank Preview (Jun 17): Mild Tightening Bias to Persist But Not Exercised?
June 10, 2026 8:51 AM UTC
Not only at the meeting next week, we still see stable policy though to end-2027 rather than the small hikes markets are now pricing for late 2026. A similar profile has been offered by the Riksbank since last autumn (Figure 1) and it may decide to bring forward its first hike hint a touch when it p
NOK/SEK flows: Cross currents
June 10, 2026 8:45 AM UTC
Firm data from both Norway (CPI) and Sweden (monthly output, GDP) , though both need to be seen in context
Norges Bank policy is already seen tight and well ahead of the curve
Cross currents from subdued oil amid nuclear progress hopes and risk market volatility
Financial Markets/Policymakers and the Strait of Hormuz Question
June 10, 2026 8:05 AM UTC
· Though the U.S. and Iran have attacked each other June 10, talks to reopen the straits of hormuz still continue. An Iran/U.S. agreement to reopen the Straits of Hormuz could cure the risk of a demand/supply oil market imbalance and produce some psychological relief that could knock USD
USD flows: Noise picking up, still risks of fresh volatility spikes
June 10, 2026 6:41 AM UTC
Market proving phlegmatic but session to session noise is picking up
Oil digests the latest exchanges, equity bars getting longer though off yesterday's spikes
US CPI one of the next key event risk alongside Iran news flow
June 09, 2026
South African Economy Grew by 1.9% y/y in Q1
June 9, 2026 2:45 PM UTC
Bottom Line: Statistics South Africa (Stats SA) released the Q1 2026 growth figures on June 9. Economy grew by 1.9% y/y (0.5 q/q) in Q1, accelerating from an annual 0.8% advance in Q4 2025 supported by stronger outputs from service and agricultural sectors and a positive trade balance despite weakne
Norges Bank Preview (Jun 18): Forecast Update the Key
June 9, 2026 2:32 PM UTC
It may not have been a close call, but amid what were divided market expectations, the Norges Bank hiked afresh last month by 25 bp (to 4.25%), the first such move in two years. Admittedly, it had given a clear pointer in March of at least one rate hike probable in subsequent next couple of months
U.S. May Existing Home Sales - Resilient to headwinds
June 9, 2026 2:18 PM UTC
May existing home sales have seen a stronger than expected 3.2% increase to 4.17m, taking the level to the highest since December. This shows resilience to higher mortgage rates and fading hopes for Fed easing, but it follows three straight gains in pending home sales after they hit a record low in