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Monthly Archives: June 2026

HSBC Flags China Onshore-Outshore Equity Split as A-Shares Ride AI Supply Chain Strength in 2026

Written on June 2, 2026 at 4:57 am, by

HSBC flags China equity split: onshore A-shares up 10%, offshore-heavy MSCI China down 7% in 2026.

Gold dips below $4,500 as Hormuz tensions lift oil and firm Fed hike bets

Written on June 2, 2026 at 4:27 am, by

Gold dips near $4,485 as Hormuz tensions boost inflation fears, firming Fed hike bets ahead jobs data.

South Korea May CPI Surprise Challenges Bank of Korea Rate-Cut Bets, Lifts Won Outlook

Written on June 2, 2026 at 4:27 am, by

South Korea’s May CPI rose 0.5% m/m, beating forecasts, reducing near-term BOK cut odds, supporting won.

South Korea Inflation Surprise Bolsters Bank of Korea Hawkish Bias, Supports Won and Pressures KOSPI 200

Written on June 2, 2026 at 3:57 am, by

Korea May CPI rose 3.1%, topping forecasts; sticky inflation reinforces BoK hawkishness, supports won, pressures equities.

Australian dollar dips as Middle East tensions and firm US data lift greenback, oil prices

Written on June 2, 2026 at 3:57 am, by

Risk-off geopolitics and surging oil boosted US dollar, pushing AUD/USD lower as RBA hike odds faded.

Commerzbank Sees Yen Sell-off Overdone as Japan Budget Spurs Volatility Opportunities

Written on June 2, 2026 at 3:27 am, by

Commerzbank says Japan fiscal fears overdone; supplementary budget modest, yen weakness overreaction, options favor selling volatility.

Sterling drifts as UK diary empties, GBP/USD set to track US data ahead of payrolls

Written on June 2, 2026 at 2:57 am, by

GBP/USD stays rangebound as a quiet UK week leaves Sterling following US jobs data into Friday’s NFP.

New Zealand dollar slides as US dollar strength offsets RBNZ hawkishness ahead of key jobs data

Written on June 2, 2026 at 2:57 am, by

NZD slid nearly 1% as strong US dollar offset hawkish RBNZ, with US jobs data key.

USD/JPY nears 160 again as yield gap and oil keep yen under pressure, intervention risk rises

Written on June 2, 2026 at 2:27 am, by

USD/JPY nears 160 as yield gap persists; Japan may intervene, with jobs data and BoJ pivotal.

BNP Paribas Sees China Growth Peaking, K-Shaped Split to Drive Sector and Derivative Plays

Written on June 2, 2026 at 2:27 am, by

China Q1 2026 growth hits 5.0%, but K-shaped slowdown favors selective options: calls exporters, puts property.

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