Market-Moving Headlines.

MON: Japanese Retail Sales (May), Spanish HICP Flash (Jun), Retail Sales (May), EZ Consumer Confidence Final (Jun), US Dallas Fed Manufacturing Index (Jun) TUE: RBA Minutes (Jun), Japanese Industrial Production (May), Unemployment Rate (May), Chinese NBS Manufacturing PMI (Jun),...

DXY was a touch weaker on Friday, though it closed higher on the week as risk-taking took a step back across global equities. Currency-specific newsflow was light with the final revisions to the UoM June report sending mixed signals; sentiment and expectations revised higher whil...

European bourses were lower throughout the session; US equity futures follow suit, with the NQ -1.1%. Crude benchmarks continue to slide despite a few friction points, but as ships continue to travel through the Strait. Israel reportedly drops flyers on a southern Lebanon town, o...

Monday Data:  Japanese Retail Sales (May), Spanish Inflation Prelim. (Jun) Speakers: BoE's Pill; ECB's Lagarde Tuesday Data: Japanese Unemployment Rate (May), Chinese NBS PMIs (Jun), German Import Prices (Jun), Retail Sales (May), Unemployment Rate (Jun), State/Nationwide Infl...

OPEN: US indices opened the last trading session of the week in the red, with underperformance once again seen in the tech-heavy Nasdaq 100 as AI jitters remain. Sectors opened mixed with Technology the obvious laggard while Health sits atop of the pile. Newsflow has been sparse ...

ES -0.4% NQ -1.1% RTY -0.5% ON -15% SYNA +3.5%: ON announced an all-stock deal to acquire SYNA for c. $7bln OpenAI reportedly leaning towards delaying its IPO until 2027; ARM -4.5% MRVL -4.5% AMD -4% INTC -3.7% AAPL +0.4%: Following Apple’s worst day in over a year on Thurs., s...

The US-Iran situation remains complex. It was reported that the IRGC attacked a Singapore-flagged cargo ship, after it attempted to traverse through the Strait through a route not designated by the Iranians. This led the UN to pause its evacuation plans for ships around the Strai...

BULL/BEAR: BofA Bull & Bear Indicator fell to 9.1 (prev. 9.2), remaining in "sell" territory after the signal was triggered in May 2026. It said the fall was driven by equity outflows and weaker credit market technicals, including wider HY and AT1 spreads. CASH/GOLD: Cash saw...

DAY AHEAD: DATA: In North America, US final Michigan consumer sentiment for June is seen at 50.0 (prev. 44.8), current conditions at 48.9 (prev. 45.8), consumer expectations at 50.5 (prev. 44.1), 1-year inflation expectations at 4.6% (prev. 4.8%) and 5-year inflation expectation...

Airbus (AIR FP), Boeing (BA) - The EU has reportedly agreed to extend the suspensions of tariffs set to affect USD 4bln worth of American products due to a trade dispute between the 2 Cos, Bloomberg reports. The source added that the suspension is open-ended in duration. (Bloombe...