This week's five highlights

July 3, 2026 1:00 PM UTC

U.S. June NFP Misses
A Strong U.S. Q2 Report Now Looks Unlikely
This Week's Fed Speaker
EZ HICP Absence Second-Round Effects Continues
USD/JPY Corrects

Europe Summary and Highlights 3 Jul

July 3, 2026 9:41 AM UTC

Relatively quiet into US holiday, bar a mini USD/JPY dip
EZ PMI revised up

Asia Summary and Highlights 3 July

July 3, 2026 5:33 AM UTC

Market broadly upbeat after a miss in NFP

Asia Open

July 3, 2026 12:33 AM UTC

Dovish NFP

North American Summary and Highlights 2 July

July 2, 2026 8:04 PM UTC

Overview - Europe saw a sharp dip in USD/JPY while the USD fell more broadly after softer than expected UIS employment data. 

Europe Summary and Highlights 2 Jul

July 2, 2026 10:10 AM UTC

USD/JPY down 1.5 figs after jittery market pares into holiday, wary of MoF guerrilla tactics 
EUR/GBP extends the range breakdown

North American Summary and Highlights 1 July

July 1, 2026 7:44 PM UTC

Overview - The USD saw a dip after comments from Fed’s Warsh, but remained firm, supported by soft Eurozone inflation. 

Europe Summary and Highlights 1 Jul

July 1, 2026 10:06 AM UTC

EZ HICP confirmed lower than mkt expectations, EUR/USD slips off 1.14
Focus turning to ongoing payrolls build up

Asia Open

June 30, 2026 11:44 PM UTC

Politico reports that US is expected to remove the export ban on Fable 'tonight'
U.S. VP Vance says ready to drop bombs on Iran again

North American Summary and Highlights 30 June

June 30, 2026 7:54 PM UTC

Overview - USD/JPY remained firm but the USD overall came off its highs. 

Europe Summary and Highlights 30 Jun

June 30, 2026 10:21 AM UTC

Soft Eurozone inflation prints so far. 
EUR/USD sticks around 1.14 into options
USD/JPY sits off high after period end support

Asia Summary and Highlights 30 June

June 30, 2026 5:38 AM UTC

Japan's FM will respond appropriately to currency moves at any time
Japan May unemployment rate 2.5%

North American Summary and Highlights 29 June

June 29, 2026 8:00 PM UTC

Overview - The USD was generally softer, GBP/USD leading with help from a speech by the likely next Prime Minister, Andy Burnham. 

Europe Summary and Highlights 29 Jun

June 29, 2026 10:23 AM UTC

Slow morning, consolidation with minor dollar drift

Asia Summary and Highlights 29 June

June 29, 2026 5:43 AM UTC

Iran launched missiles and drones at US military sites in Kuwait and Bahrain over the weekend while U.S. retaliate
Mutual Standdown before Monday

Asia Open

June 29, 2026 12:11 AM UTC

Dust settled before the opening bell

North American Summary and Highlights 26 June

June 26, 2026 7:47 PM UTC

Overview - The USD stabilized after a wider US trade deficit initially extended its correction lower. 

This week's five highlights

June 26, 2026 1:00 PM UTC

U.S. Trimmed Mean and Median PCE Price Indices not as strong as Core PCE
Other U.S. Data
This Week's Fed Speakers
Balanced tone from Bank of Canada Minutes 
USD/JPY Slow Grind Towards 161.95 resistance

Europe Summary and Highlights 26 Jun

June 26, 2026 9:54 AM UTC

Into the weekend, corrective consolidation of overbought dollar still in play
NOK remains weighed though, if also slowed
Risk stays choppier, overall weighed off highs

Asia Summary and Highlights 26 June

June 26, 2026 4:42 AM UTC

Tokyo ex fresh food & energy CPI 1.9% y/y

North American Summary and Highlights 25 June

June 25, 2026 7:41 PM UTC

Overview - The USD advanced in Europe but slipped back after Q1 US consumer spending was revised lower. 

Europe Summary and Highlights 25 Jun

June 25, 2026 10:01 AM UTC

Consolidation after recent fast dollar action
Oil fully back to pre-Iran, equities bolstered by earnings

North American Summary and Highlights 24 June

June 24, 2026 7:52 PM UTC

Overview - The USD remained generally bid, but corrected off its lows, EUR/USD leading the correction. 

Europe Summary and Highlights 24 Jun

June 24, 2026 9:53 AM UTC

Dollar stretches, remains firm, if now taking a breather around some levels
IFO data broadly as expected

Asia Summary and Highlights 24 June

June 24, 2026 5:57 AM UTC

Australian May Headline CPI 4% y/y
BOJ's June Summary of Opinions confirmed a board majority hawkish

Asia Open

June 24, 2026 12:08 AM UTC

UN shipping agency begins evacuating hundreds of ships stranded in Gulf via Hormuz

North American Summary and Highlights 23 June

June 23, 2026 7:41 PM UTC

Overview - The USD remained generally bid, while equities came under pressure led by tech. 

Europe Summary and Highlights 23 Jun

June 23, 2026 9:58 AM UTC

USD/risk firmer on dollar trend, position adjustment and equity/commodity pullbacks
EZ PMI off lows, price pressures also moderate though (even pre-MoU)

North American Summary and Highlights 22 June

June 22, 2026 7:47 PM UTC

Overview - The USD remained generally bid, though GBP held up well after UK PM Starmer’s resignation. 

Europe Summary and Highlights 22 Jun

June 22, 2026 9:38 AM UTC

UK PM Starmer resigns, but no impact as fully expected
Iran talks progress steadies risk and oil
Dollar holds a firm tone

Asia Summary and Highlights 22 June

June 22, 2026 5:53 AM UTC

Hormuz maritime security mechanism agreed by Iran

Asia Open

June 22, 2026 12:00 AM UTC

US official says in-depth discussions held, working to ensure Hormuz remains open

This week's five highlights

June 19, 2026 11:00 AM UTC

FOMC Policy may prove less hawkish than the dots
BOE Gang of 6 and Steady 2026 Rates
BoJ Reached One Percent
SNB Holding Steady on Rates
Sweden Riksbank Mild Tightening Bias Persist

Europe Summary and Highlights 19 Jun

June 19, 2026 9:42 AM UTC

Dollar backs off resistance tests, consolidating into w/e, US holiday
Oil takes talks delay in stride

Asia Open

June 18, 2026 11:41 PM UTC

All Good For Now

North American Summary and Highlights 18 June

June 18, 2026 8:02 PM UTC

Overview - The USD remained bid on Friday. The SNB and BoE delivered no surprises.

Europe Summary and Highlights 18 Jun

June 18, 2026 10:59 AM UTC

After some consolidation overnight, dollar back to bid after the FOMC breaks
SNB as expected; Norges a little hawkish but NOK focus on USD and on Iran-trade unwinds
UK looks to BoE and by-election

Asia Summary and Highlights 18 June

June 18, 2026 5:50 AM UTC

Asia session
The NZ Q1 GDP arrived at 0.8% q/q and 1.5% y/y, similar to Q4 2025. However, it is mostly before the energy spike and should be read with scrutiny. U.S. equities remain upbeat, so as Japanese ones while regional equities perform individually. NZD/USD is trading 0.43% higher at 0.5792. AU

North American Summary and Highlights 17 June

June 17, 2026 7:52 PM UTC

Overview - US2yr up 15bp back to the recent yield highs as split FOMC projects lean towards a rate hike, Warsh strikes mixed tone if uncompromising on inflation mandate. Dollar break highs, up 1%+ across most pairs

Europe Summary and Highlights 17 Jun

June 17, 2026 10:12 AM UTC

UK CPI lower than expected, EUR/GBP drifting off YTD range base
Riksbank notes increased hike risks late year, but core view support unchanged
Contained trade as market waits for the key FOMC meeting

Asia Summary and Highlights 17 June

June 17, 2026 5:03 AM UTC

U.S. Defense Production Act floated to force US insurer to cover Hormuz passage

Asia Open

June 17, 2026 12:19 AM UTC

Oil capped