Tag Archives: Policy

policy

US mortgage applications slump as high borrowing costs squeeze housing demand and spur hedging strategies

U.S. MBA mortgage applications plunged to -8.5%, signaling housing stress, potential Fed dovish shift, and volatility hedges.

AUD/USD slides as RBA hike bets fade, weak data and Fed policy gap weigh

AUD/USD slips to 0.7135 as soft Australian data dims RBA hikes, Fed tightening supports downside.

RBNZ Holds OCR at 2.25% as Split Vote Flags Hikes; Standard Chartered Sees Three Moves

RBNZ held OCR at 2.25% on a 3–3 split, signalling hikes ahead as inflation rises.

Kashkari Flags Inflation Risk as Fed Stays Neutral-to-Hawkish, Middle East Shockwave Adds Pressure

Kashkari signals Fed prioritizes inflation over jobs, favors neutral-to-hawkish stance; geopolitics may sustain price pressures.

Swiss Franc Weakens as SNB Stays Dovish; Traders Sell Volatility While Hedging Iran Risk

Subdued Swiss inflation keeps SNB dovish; franc weakens on intervention risk, enabling volatility selling with geopolitical hedges.

RBNZ Holds OCR at 2.25% as Markets Weigh Guidance, NZD Volatility and Downside Risks

RBNZ held the OCR at 2.25%, cooling NZD volatility; policy divergence may weaken NZD/USD and anchor rates.

AUD/JPY slips from fortnight high as softer Australian inflation tempers RBA rate hike bets

AUD/JPY hit 114.35 then slipped below 114.00; softer Aussie CPI still supports RBA hikes amid yen-intervention talk.

Ueda Says Wage Growth and Expectations, Not Oil Prices Alone, Drive Japan Inflation Outlook and Yen

BoJ’s Ueda says oil shocks vary by wages, expectations, demand, FX; warns on second-round inflation effects.

GBP/USD Range-Bound as BoE-Fed Rate Convergence Leaves Oil-Driven Inflation in Focus

GBP/USD trades sideways as BoE and Fed policy converges; oil-driven inflation keeps rates steady, awaiting US PCE.

RBNZ set to hold OCR as inflation forecasts revive NZ dollar and rate-hike bets

RBNZ set to hold OCR, but hawkish inflation outlook shifts markets toward hikes, boosting NZD volatility.