June 2026 Monthly.The world enters June optimistic that an extended ceasefire in the Middle East is possible. The front month Brent oil futures contract finished May at its lowest level in a little more than five weeks.

Why Kospi's AI-fuelled rally is leaving South Korea's won behind.South Korea's stock market has become one of the biggest beneficiaries of the global artificial intelligence boom, powered by surging demand for semiconductors from technology giants such as SK Hynix and Samsung Electronics. Yet even as the country's benchmark Kospi index has outperformed every other major equity market over the past year, the South Korean won continues to languish near crisis-era levels.

US-Iran Endgame in Sight? Markets Vote for Peace as Oil, Yields and Dollar Fall.The dominant story across financial markets last week was not artificial intelligence, central banks, or economic data. It was a dramatic shift in expectations regarding the future of the US-Iran conflict.

Rupee depreciation: What are the implications for commodities and Indian economy?.The Indian rupee experienced a sharp decline in 2026, nearing Rs. 97 against the US dollar before a slight recovery.

US Dollar Forecast: Tariff Refunds and Inflation Drive USDJPY, EURUSD, GBPUSD.Tariff refunds may ease pressure on U.S. businesses and households, but weak growth, lower savings, and sticky inflation keep the U.S. dollar outlook uncertain across USDJPY, EURUSD, and GBPUSD.

Rupee closes at 95 against dollar on its best day since April 2.The rupee strengthened significantly on Friday, closing at 95.00 to the dollar, its best performance since April 2. This rise was attributed to central bank intervention, a reported peace deal between Iran and the US, and easing oil prices.

RBI efforts boost rupee usage, yet global adoption remains limited.Despite RBI's efforts to boost rupee usage in international trade, including Special Rupee Vostro Accounts, its adoption for invoicing and settlement saw only modest growth over the past two fiscal years. This highlights the significant ground India must cover to internationalize its currency in a dollar-dominated global trading order.

The Weekly Bottom Line: Makings of a Deal.Hope for a peace deal to end the conflict between Iran and the U.S. and open the Strait of Hormuz dominated markets this week. While optimism around a possible 60-day truce has pushed oil prices sharply lower (down roughly nine percent relative to late last week), volatility remains elevated.

Expect Canada's Unemployment Rate to Tick Lower in May.Canada's economy had a soft start to 2026. Real GDP growth disappointed consensus expectations and was broadly unchanged in Q1 and the unemployment rate has edged higher.

Natural Gas Price Forecast: 200-Day Resistance Tests Momentum.Natural gas tests major resistance at the 200-day moving average, forms a bearish intraday reversal, while maintaining broader bullish structure within a rising channel and wedge framework.

Julius Baer Euro to Pound Forecast: Political Risks, BoE Repricing to Weigh on GBP.The Euro to Pound (EUR/GBP) exchange rate traded at 0.8663 on Friday, close to the middle of its 2026 trading range after Sterling surrendered some of its spring gains. The pair touched lows near 0.8620 earlier this month but remains below February highs around 0.8790.

Forecasting the upcoming week: The US Dollar fell as ceasefire hopes supported risk sentiment.Forecasting the upcoming week: The US Dollar fell as ceasefire hopes supported risk sentiment

US Bessent on Iran blockade says anything that is taken off will be taken off slowly.US Treasury Secretary Scott Bessent said the administration remains committed to pursuing a diplomatic resolution with Iran but warned that alternative options remain on the table if negotiations fail, while also offering a robust defense of the Federal Reserve's evolving policy framework and the long-term strength of the US dollar.

Eurozone CFTC EUR NC Net Positions down to €29.4K from previous €33.5K.Eurozone CFTC EUR NC Net Positions down to €29.4K from previous €33.5K

Australia CFTC AUD NC Net Positions: $60.2K vs previous $85.6K.Australia CFTC AUD NC Net Positions: $60.2K vs previous $85.6K