Polish Zloty: Dovish NBP stance weighs on PLN – ING

Brent at $78 and U.S.-Iran strikes revive inflation fears, pressuring the S&P 500 as energy leads and duration trades wobble. What to watch next.

The post Euro: Political risks but downside bias – ING appeared on BitcoinEthereumNews.com. Francesco Pesole at ING discusses Euro resilience despite French political developments, including Marine Le Pen’s 2027 bid and expectations of an RN win. He sees limited immediate impact on the Euro, keeps no political premium in EUR forecasts, and highlights a downside bias for EUR/USD, with Swedish inflation and EUR/SEK dynamics also in focus. France politics and Nordic spillovers “Marine Le Pen announced she will run in the 2027 presidential election after a court decision yesterday. We discuss the outlook for French politics, rates and FX in this note. This court decision doesn’t change much for the euro considering markets are likely to be already pricing in an RN win in April.” “Surely, there are risks that during the campaign OATs will experience pockets of stress around fiscal concerns, spilling over into the euro. But our baseline assumption is that RN will be careful not to unnerve th

Rising inflation risks could lead central banks to tighten policies, potentially slowing global economic growth and impacting markets. The post IMF warns of inflation threat amid Middle East conflicts: FT appeared first on Crypto Briefing.

Rising inflation and geopolitical tensions could destabilize global economies, impacting emerging markets and driving shifts in investment strategies. The post IMF warns inflation threat looms large over global economy appeared first on Crypto Briefing.

The post With minutes due, Fed’s ‘family fight’ over interest rates could drag on appeared on BitcoinEthereumNews.com. Kevin Warsh, incoming chairman of the US Federal Reserve, during a swearing-in ceremony in the East Room of the White House in Washington, DC, US, on Friday, May 22, 2026. Yuri Gripas | Bloomberg | Getty Images Divided Federal Reserve officials indicated at their last meeting that they will address persistent inflation this year with one interest rate hike. History, though, suggests that policymakers will have a hard time stopping there. In fact, there have been few instances over the past 35 years or so when the Fed has only made one rate move, be it up or down. Rather, the central bank’s Federal Open Market Committee tends to move in rate cycles, where it adjusts policy multiple times over a period to meet whatever goal it seeks to accomplish. “A lot of people are talking about one rate increase. The committee does not generally do that. I mean, what’s the point of t

The post US Dollar: FOMC minutes to highlight hawkish debate – TD Securities appeared on BitcoinEthereumNews.com. TD Securities strategists preview the June Federal Open Market Committee (FOMC) Minutes, expecting more insight into the policy debate than provided by Chair Warsh’s press conference. They highlight internal disagreement over whether policy is sufficiently restrictive as inflation risks rise, with many officials seeing scope for both hikes and a pause, and most potentially favoring renewed tightening if inflation continues to surprise higher. Minutes to reveal policy divisions “The June FOMC minutes may reveal more about the policy debate than Chair Warsh did at his press conference.” “The apparent “family fight” likely focused on whether policy was restrictive enough given rising inflation risks.” “While “many” participants likely saw a case for both hikes and holding steady this year, the Committee’s recent hawkish tilt suggests “most” could have favored renewed tightenin

Rising geopolitical tensions in the Middle East could lead to sustained volatility in global markets, impacting oil supply and investor confidence. The post Middle East tensions boost oil, dollar; Israeli stocks fall amid tanker attacks appeared first on Crypto Briefing.

The post US Dollar: Fed pricing questioned as disinflation looms – MUFG appeared on BitcoinEthereumNews.com. MUFG’s Derek Halpenny argues that June FOMC minutes may already be stale as weaker labour data and lower energy prices challenge the Fed’s hawkish dot plot. He sees OIS pricing as too aggressive, with rate hikes over-priced and a rate cut by March 2027 more likely than another hike. Dollar strength, he says, has been driven by rate spreads and leveraged long positioning, but this may reverse if disinflation resumes. Fed expectations and Dollar positioning “The FX market is increasingly being driven once again by rates spreads with our rolling correlations indicating that and the Fed rate hike pricing has been the key driver of renewed US dollar buying. A lot of this pricing appears driven by the perception that Fed Chair Warsh has been hawkish. But apart from reaffirming the pursuit of achieving the Fed’s 2% inflation goal there is limited evidence to point to of Warsh being par