市場ニュース - 金、原油、FX

Canada’s Consumer Price Index report for May on Monday will provide an updated reading on inflation trends following the Bank of Canada’s decision to leave interest rates unchanged earlier this month. We expect headline inflation to rise to 3% year-over-year in May, up from 2.8% in April. Energy prices are expected to remain the largest […] The post Canada’s Headline Inflation to Edge Higher as Core Remains Near Target appeared first on ActionForex.

The main market mover this week was the signing of a memorandum of understanding to work towards a permanent peace deal between the US and Iran. The interim agreement ends all military actions and opens the Strait of Hormuz (SoH) while the two sides negotiate a final agreement in a “maximum” of 60 days. Traffic through […] The post Weekly Focus – Reopening of Hormuz Amid Hawkish Fed appeared first on ActionForex.

Recent developments: more hawkish Fed and lower energy prices Since our last FX Forecast Update on 21 May, a resilient US labour market and signs of persistent underlying inflation have kept US monetary policy repricing at centre stage. At Kevin Warsh’s first meeting as Fed Chair, rates were left unchanged, though the accompanying dot plot […] The post FX Forecast Update – USD Strength to Extend Aided by the Fed Re-pricing appeared first on ActionForex.

Consumer spending remains resilient, but underlying fundamentals continue to weaken. We expect nominal personal spending to rise at a solid pace in May, largely reflecting higher energy prices, with the PCE deflator accelerating and pushing year-over-year inflation back above 4%, leaving real consumption relatively subdued. At the same time, income dynamics remain soft, with real […] The post Economics Week Ahead appeared first on ActionForex.

US PCE inflation data eyed after Warsh’s surprise hawkish debut. June PMIs in the spotlight too as US-Iran deal eases energy crunch. CPI data for Australia, Canada and Tokyo also on tap. Warsh Signals Change and Higher Rates New Fed Chair Kevin Warsh didn’t waste any time in his first FOMC meeting in prioritizing the […] The post Week Ahead – Fed’s Hawkish Tilt and Iran Deal Turn Focus to PCE Inflation and PMIs appeared first on ActionForex.

Dollar strength remained the defining theme in currency markets on Friday, although gains slowed somewhat as US markets observed the Juneteenth holiday. Investors continued to digest the Federal Reserve’s hawkish shift earlier this week, which revived expectations for another rate hike this year and left open the possibility of a second if inflation remains stubborn. […] The post Dollar Dominates as Markets Ignore Japan Warnings and Look Past Iran Setback appeared first on ActionForex.

Following the tariffs, investors were also expecting the US dollar to strengthen. The Bank of England has not ruled out a rise in the repo rate. The US dollar has recorded its best two-day rally since the start of the armed conflict in the Middle East. At that time, it rose on strong demand for […] The post The Fed Drove the Dollar to Its Previous Peaks appeared first on ActionForex.

(RTTNews) - Gold prices fell sharply on Friday and were on track for a third weekly loss amid expectations that central banks including the Federal Reserve will raise interest rates to curb inflation.

The European Central Bank may have delivered its June rate hike, but its policymakers are already making the case for why the tightening cycle may not be over. Speaking in Paris today, Chief Economist Philip Lane dismissed suggestions that the ECB should have paused this month, arguing that “it would be very hard to make […] The post ECB’s Lane Says Staying at 2% Was Not an Option, Wunsch Signals Hike Risk appeared first on ActionForex.

EUR/USD fell on Friday to its lowest level since 31 March 2026 and is holding near 1.1457. The US dollar is being supported by rapidly growing expectations of further Federal Reserve policy tightening following more hawkish-than-expected signals from the regulator. This week, the Fed left interest rates unchanged. However, the updated forecasts showed that half […] The post EUR/USD Loses Ground as Market Sentiment Favours the US Dollar appeared first on ActionForex.

Markets Needless to say that new Fed chair Warsh made it clear that he wants to break with the Bernanke-Yellen-(Powell) era. Inflation has been running above target for five years and it’s time to fix that. The Fed will deliver on its price stability target and wants markets to take the lead. Less is more […] The post Sunrise Market Commentary appeared first on ActionForex.

EUR/GBP’s advance this week is telling a bigger story than simple Euro strength. What markets are really pricing is a fading belief that the Bank of England will need to deliver significantly more tightening than the European Central Bank. For months, Sterling benefited from the assumption that sticky UK inflation would eventually force policymakers into […] The post EUR/GBP Gains as Markets Scale Back BoE Tightening Expectations, More Upside Ahead appeared first on ActionForex.