Bank of England Preview – On Hold Amid Growing Policy Divide.Since the April meeting, data has supported our call for maintaining Bank Rate unchanged. That said, it remains too early to make any conclusions on inflation spillovers.

GBP/JPY, EUR/JPY and AUD/JPY Forecasts – Japanese Yen Continues to Face Pressures.The Japanese yen continues to face a lot of pressure at this point in time, even though the Bank of Japan is expected to raise rates another 25 basis points.

Bank of Canada: Policy hold as inflation risks linger – TD Securities.Bank of Canada: Policy hold as inflation risks linger – TD Securities

US employment trends for May 107.01 versus 107.88 the last month (revised from 105.77).Bottom Line: The ETI points to a labor market that remains resilient but is losing some momentum beneath the surface. The strong May payroll gain contrasts with a softer forward-looking outlook, suggesting employment growth could moderate later in 2026.

Hungarian Forint: Policymakers target FX stability around fair value – ING.Hungarian Forint: Policymakers target FX stability around fair value – ING

Federal Reserve: Extended pause outlook after strong US jobs – UOB.Federal Reserve: Extended pause outlook after strong US jobs – UOB

Australian Dollar advances as RBA stance supports recovery ahead of key US, China data.Australian Dollar advances as RBA stance supports recovery ahead of key US, China data

US Dollar: Fed support and risk backdrop – BBH.US Dollar: Fed support and risk backdrop – BBH

More headlines from the Middle East: Isreal halts preparations for new round of strikes.The headlines are fast and furious with the US seemingly trying to stay at arms length between Israel and Iran/Lebanon. Netanyahu and Trump spoke and subsequently Israel has ceased its preparations for a new round of strikes on Iran.

United Kingdom: BoE stance and Burnham politics – Societe Generale.United Kingdom: BoE stance and Burnham politics – Societe Generale

Euro: Mixed macro backdrop with weak Germany – BNY.Euro: Mixed macro backdrop with weak Germany – BNY

Markets Find Relief as Iran Ends First Wave of Strikes. But What About the Second?.Markets breathed a sigh of relief on Monday after Iran's military declared its first wave of attacks against Israel complete, helping Brent crude retreat from above $98 to below $95. Yet the pullback in oil may be telling only part of the story.

US Dollar Index: Fed pricing and risk-off flows keep DXY supported – ING.US Dollar Index: Fed pricing and risk-off flows keep DXY supported – ING

India banks could raise $35-$40 billion via RBI's foreign currency deposit scheme, PNB CEO says.India's Punjab National Bank expects the banking sector to raise $35 billion to $40 billion via foreign currency deposits under a scheme announced by the central bank ​on Friday, a top executive told Reuters.

India reports surprise current account surplus in Jan-March quarter.India reported a surprise current account surplus in ​the January-March quarter of fiscal ‌2025/26 on the back of strong earnings from the services sector and an increase ​in worker remittances, the central bank ​said on Monday.

United States: Core CPI pressures stay elevated – TD Securities.United States: Core CPI pressures stay elevated – TD Securities

investingLive European markets wrap: A return back to a ceasefire but for how long?.The latest developments from the weekend saw Iran and Israel exchange missile strikes, with tensions mounting and questions being raised over how this will impact the US-Iran deal overall.

Indian Rupee: Inflows and RBI support measures – DBS.Indian Rupee: Inflows and RBI support measures – DBS

Euro bounces from three-month lows at 1.1505 with all eyes on the Middle East.Euro bounces from three-month lows at 1.1505 with all eyes on the Middle East

US Dollar: Early summer rebound challenges bears – Societe Generale.US Dollar: Early summer rebound challenges bears – Societe Generale

Canadian Dollar underperforms at the start of BoC policy week.Canadian Dollar underperforms at the start of BoC policy week

Euro: ECB hikes seen as growth headwind – BBH.Euro: ECB hikes seen as growth headwind – BBH

Canadian Dollar: Shorts jump despite recession – Rabobank.Canadian Dollar: Shorts jump despite recession – Rabobank

Rupee slumps as elevated crude, Treasury yields support dollar.A raft of measures aimed at supporting the currency battered by the impact of the months-long Iran war had boosted the rupee to its best ‌day in ⁠two months ⁠on Friday.

Dollar Index Hits Nine-Week High on Growing Fed Rate Hike Prospects and Geopolitical Tensions.The dollar keeps firm tone and hits new nine-week high on Monday, extending Friday's rally (dollar was up 0.65%) and probed above psychological $100 barrier for the first time since early April.

Trump: Both sides, Israel and Iran, are looking to do an immediate CEASEFIRE!.Both sides, Israel and Iran, are looking to do an immediate CEASEFIRE! Final negotiations on “Peace” are proceeding, subject to ignorance or stupidity getting in its way.

Iran is prepared for a prolonged conflict with Israel and for strikes against US interests.Iran has signalled that it is prepared for a prolonged confrontation with Israel and warned that US interests in the region could also come under threat.

US President Trump urges Israel and Iran to pause attacks immediately.US President Trump urges Israel and Iran to pause attacks immediately

Indian Rupee: Inflow tools preferred over hikes – Commerzbank.Indian Rupee: Inflow tools preferred over hikes – Commerzbank

Sterling weakens amid rising US rate bets and Middle East tensions.The British pound traded close to its lowest level in nearly two months on Monday as a stronger US dollar continued to pressure the currency. The dollar's gains were supported by growing expectations that US interest rates could rise later this year, alongside increased safe-haven demand stemming from escalating tensions in the Middle East.