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Pound Edges Up Amid Political and Global Headwinds

June 26, 2026 6:12 am
Key Moments GBP/USD trades just below 1.3200 in Asia, holding a modest two-day positive bias after rebounding from November 2025 lows near 1.3140. Renewed geopolitical tension in the Strait of Hormuz and UK political uncertainty limit appetite for the British Pound and support the safe-haven USD. Reduced expectations for additional Fed rate hikes, following the […] Read more

CAD Gains as Oil Rally, Fed Shape USD/CAD Trade

June 26, 2026 5:59 am
Key Moments USD/CAD trades near 1.4200, declining for a second straight session as the Canadian Dollar benefits from firmer crude prices. Oil advances after a suspected projectile strike on a cargo vessel near Oman disrupts UN evacuation operations in the Strait of Hormuz. Markets assign a 63.4% probability to a Federal Reserve rate hike at […] Read more

PBOC Lowers Daily Yuan Fix as Market Watches Policy Signals

June 26, 2026 5:45 am
Key Moments The People’s Bank of China set Friday’s USD/CNY central parity at 6.8166. The new fixing compared with the prior session’s 6.8209 level. The reference rate diverged from a 6.8015 estimate cited from Reuters. Session Fixing Details On Friday, the People’s Bank of China (PBOC) announced the USD/CNY central parity rate for the upcoming […] Read more

Bitcoin Near Lows as AI Rotation and ETF Outflows Weigh

June 25, 2026 2:14 pm
Key Moments Bitcoin traded 1.2% lower at $61,685.0 by 06:11 ET (10:11 GMT), remaining close to levels last seen around 1-½ years ago. Spot Bitcoin ETFs recorded $469 million in outflows on Wednesday, the largest daily withdrawal since June 2 and part of a seven-week stretch of redemptions. Broader crypto moves were muted, with Ether […] Read more

USD/CHF holds near highs last seen in early August 2025

June 25, 2026 11:52 am
The USD/CHF currency pair held not far from a 47-week high of 0.8139 on Thursday, as the US Dollar remained underpinned by expectations that the Federal Reserve could proceed with interest rate hikes later this year. Market participants are positioning for tighter US monetary policy after Federal Reserve Chairman Kevin Warsh emphasized a strong commitment […] Read more

Soft Precious Metals Weigh on ZAR and PEN Carry Trades

June 25, 2026 11:25 am
Key Moments BNY’s Geoff Yu notes that weakness in precious metals is eroding terms of trade for South Africa and Peru, limiting upside for ZAR and PEN. High nominal and real yields are pressuring precious and industrial metals, creating headwinds for metals-linked currencies in what would otherwise be a favorable carry environment. Institutional and policy […] Read more

Mexican Peso Pressured as Dollar Strengthens, Rates Shift

June 25, 2026 11:16 am
Key Moments USD/MXN and USD/BRL moved above key levels at 17.50 and 5.20, bringing 200-day moving averages at 17.78 and 5.25 into focus. Markets have been pricing roughly 70 bp of Banxico rate hikes over 12 months to maintain a policy buffer against potential Fed tightening. The current 275 bp spread between Banxico’s policy rate […] Read more

Sterling Rebounds Against Yen as FX Intervention Eyed

June 25, 2026 10:24 am
Key Moments GBP/JPY trades around 213.40 after recovering from lows near 212.50, staying confined within recent ranges. Traders remain cautious on short Yen positions as USD/JPY moves closer to levels viewed as possible intervention triggers. Technical indicators point to range-bound GBP/JPY price action, with no clear directional bias emerging. GBP/JPY Holds Near Session Highs Amid […] Read more

USD/SGD holds near highs last seen in late November 2025

June 25, 2026 8:54 am
The USD/SGD currency pair held not far from a 30-week high of 1.2991 on Thursday, as the US Dollar remained underpinned by expectations that the Federal Reserve could proceed with interest rate hikes later this year. Market participants are positioning for tighter US monetary policy after Federal Reserve Chairman Kevin Warsh emphasized a strong commitment […] Read more

Euro Slips Against Pound as ECB Dovishness Limits Rate Hopes

June 25, 2026 8:25 am
Key Moments EUR/GBP trades near 0.8620 in early European dealings on Thursday as the cross comes under pressure. Comments from ECB President Christine Lagarde and other policymakers temper expectations for further rate hikes, weighing on the Euro. UK political uncertainty following Prime Minister Keir Starmer’s resignation could limit Pound strength and offer some support to […] Read more