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June 01, 2026
Turkish Economy Grew by a Below-Expectation 2.5% y/y in Q1
June 1, 2026 12:38 PM UTC
Bottom Line: The Turkish Statistical Institute (TUIK) announced Q1 2026 growth figures on June 1. Turkish economy expanded by a below-expectations 2.5% y/y in Q1. The main drag came from net trade as annual exports and imports shrank by 12.7% and 2%, respectively, while industrial sector contracted
FX Weekly Strategy: N America, Jun 1st-5th
June 1, 2026 9:23 AM UTC
Focus on elusive MoU, dollar to slip if deal signed, though long-term outlook less clear cut
Oil crosses such as NOK/SEK also potential to key off resolution if/when seen
Payrolls and ISM the key data out of the US, to show ongoing resilience
Outside of Iran, a large list of political tail risk event
FX Weekly Strategy: Europe, Jun 1st-5th
June 1, 2026 4:00 AM UTC
Focus on MoU, dollar to slip if deal signed, though long-term outlook less clear cut
Oil crosses such as NOK/SEK also potential to key off sustained pullback
Payrolls and ISM the key data out of the US, to show ongoing resilience
Outside of Iran, a large list of political tail risk events across the
May 29, 2026
FX Weekly Strategy: Asia, Jun 1st-5th
May 29, 2026 9:00 PM UTC
Focus on MoU, dollar to slip if deal signed, though long-term outlook less clear cut
Oil crosses such as NOK/SEK also potential to key off sustained pullback
Payrolls and ISM the key data out of the US, to show ongoing resilience
Outside of Iran, a large list of political tail risk events across the
Preview: Due June 9 - U.S. April Trade Balance - Advance goods data points to a lower deficit
May 29, 2026 3:28 PM UTC
We expect an April trade deficit of $55.5bn, down from $60.3bn in March though March’s deficit is likely to be revised lower, probably by around $2.0bn. The deficit appears to be stabilizing slightly below $60bn per month, which compares to around $75bn before Trump took office and implemented dra
FX Weekly Strategy: APAC, Jun 1st-5th
May 29, 2026 3:14 PM UTC
Focus on MoU, dollar to slip if deal signed, though long-term outlook less clear cut
Oil crosses such as NOK/SEK also potential to key off sustained pullback
Payrolls and ISM the key data out of the US, to show ongoing resilience
Outside of Iran, a large list of political tail risk events across the
Preview: Due June 1 - U.S. May ISM Manufacturing - A renewed acceleration
May 29, 2026 2:08 PM UTC
We expect a rise in May’s ISM manufacturing index to 53.5 from 52.7, reaching its highest level since June 2022 after four straight similar months, extending the improvement from negative late 2025 readings.