Poland’s central bank likely holds rates at 3.75% as May inflation cools; oil shock remains.
TD Securities sees summer oil deficits peaking in July despite Hormuz reopening, with supply recovery lagging year-end.
BNP sees 2026 US growth 2.4%, persistent inflation, steady Fed rates, and gradual EUR/USD rise to 1.21.
USD/CHF jumped as stalled US-Iran talks, higher oil, and Fed-SNB policy divergence boosted the Dollar.
Commerzbank sees yen weakness persisting as Hormuz closure lifts oil prices, worsening trade deficits and rate differentials.
ECB officials signal June hike for credibility as energy-driven inflation risks second-round effects; markets seem complacent.
US manufacturing grew faster in May; PMI rose to 54, easing prices, soft jobs, firmer dollar.
RBI likely holds 5.25%, but hawkish tilt possible as rupee stabilizes; options favor USD/INR downside bets.
April construction spending beat forecasts, signaling resilient growth, higher-for-longer rates, stronger dollar, and hedging opportunities.
ISM Manufacturing New Orders rose to 56.8 in May, signaling stronger demand, economic momentum, and shifting market expectations.
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