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FX
FX Daily: Remarkable resilience of risk assets

FX Daily: Remarkable resilience of risk assets

Investors retain a glass-half-full mentality, which can weigh on the dollar in the short term

Rates
South Korea
United States
South Korea’s steps to limit inflation increases paying off — so far

South Korea’s steps to limit inflation increases paying off — so far

Inflationary pressures likely to push BoK to hike rates in second half of 2026
Commodities daily
United States
The Commodities Feed: Trump’s ‘Project Freedom’ pause weighs on oil prices

The Commodities Feed: Trump’s ‘Project Freedom’ pause weighs on oil prices

A deal that normalises oil flows through the Strait of Hormuz is crucial to stabilising market
Rates Spark
Rates Spark: Triple-whammy for gilts
Rates Spark: Triple-whammy for gilts
FX
Sweden
Riksbank likely to hold but hawkish risks are growing
Riksbank likely to hold but hawkish risks are growing
Poland
National Bank of Poland preview: Rates on hold for now with a hawkish tilt likely
National Bank of Poland preview: Rates on hold for now with a hawkish tilt likely
United States
Watch: How two-way risks are dividing the Fed's policy outlook