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

North American Summary and Highlights 15 June

June 15, 2026 7:26 PM UTC

Overview - The USD saw some correction from its initial losses seen on the US-Iran peace deal. 

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.

Chart USD/CAD Update: Consolidating - background studies rising

June 15, 2026 3:53 PM UTC

Little change, as mixed intraday studies keep near-term sentiment cautious and extend consolidation beneath strong resistance within the 1.3985 - 1.4000 range

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

Preview: Due June 16 - U.S. May Housing Starts and Permits - Slightly lower on volatile multiples

June 15, 2026 2:17 PM UTC

We look for May housing starts and permits to both see modest declines, with starts down by 2.4% to 1.43m and permits down by 0.2% to 1.42m. The detail is likely to see gains in the single family sector outweighed by corrections lower in multiples.

Chart AUD/USD Update: Limited tests higher

June 15, 2026 2:16 PM UTC

Consolidation beneath 0.7050 has given way to the anticipated break higher

U.S. June NAHB Homebuilders Index - Still little direction in trend

June 15, 2026 2:10 PM UTC

June’s NAHB homebuilders’ index of 35 has seen a correction lower from May’s 37 but is still above April’s 34. There is no clear direction to trend. 

U.S. May Industrial Production - Pause in a positive trend

June 15, 2026 1:30 PM UTC

May industrial production with a 0.1% increase and manufacturing unchanged was on the weak side of expectations. Near term revisions were positive but revisions further back were negative. Capacity utilization at 76.2% was as expected and the highest since July 2025.

USD flows: Taking stock of current levels vs pre-Iran

June 15, 2026 1:26 PM UTC

 Quick stock check of current pricing vs pre-Iran
Gold still the biggest loser; SEK the highest FX beta
Euro not that far off, low volatility; USD/JPY could correct off 160 handle if stars align

Chart USD/JPY Update: Consolidating - daily studies under pressure

June 15, 2026 1:25 PM UTC

Little change, as mixed intraday studies keep near-term sentiment cautious and extend consolidation above congestion support at 160.00

Chartbook: Chart EUR/GBP: Range extension - room for a test lower in the coming weeks

June 15, 2026 1:02 PM UTC

Little change during 2026 Q2, with prices extend range trading above congestion support at 0.8600.

FX Weekly Strategy: N America, Jun 15-19

June 15, 2026 9:10 AM UTC

US-Iran deal moves forward, albeit with detail still to pin down and ongoing external tensions
Dollar regains some break levels, albeit waiting to hear from the Fed
Fed packs in many layers of uncertainty, scope for volatility; mkt may assume 'dots' will be conservative and Iran-contingent
BoJ walks a

Psychology for major markets June 15

June 15, 2026 9:07 AM UTC

Deal Done

NOK/SEK flows: Not plain sailing but correction still in play

June 15, 2026 8:52 AM UTC

NOK/SEK still biased to profit-taking retracement on big leg up, so long as confidence firms in the deal
Unlikely to be entirely plain sailing and volatility free given misaligned parties involved

Chart USD/CHF Update: Leaning lower

June 15, 2026 8:41 AM UTC

Consolidation around 0.7950 has given way to anticipated losses

Chart USD Index DXY Update: Leaning lower

June 15, 2026 8:20 AM UTC

Cautious trade has given way to the anticipated test of congestion support at 99.50

Chartbook: UK Chart FTSE 100 Update: Cautious trade - gains to remain limited

June 15, 2026 7:47 AM UTC

The anticipated break below support at 10,000 posted a fresh year low at 9670, (just above the 9650 Fibonacci retracement), before bouncing back into consolidation, supported around 10,150.