Risk-on mood lifts dollar after Hormuz deal; focus shifts to central bank divergence, carry trades, and intervention risks.
Reuters poll: all 35 economists expect SNB to hold 0% rate; inflation low, franc watched closely.
Yen remains weak above 160 as shorts surge, BoJ hike looms, raising reversal and intervention risks.
Kazimir signals ECB not done; energy shock keeps core inflation high, favoring frontloaded hikes; euro upside.
USD/CAD consolidates as Fed-BoC rate expectations shift; National Bank sees range-bound trading, low volatility strategies favored.
Gold rebounds to $4,340 as US-Iran deal boosts risk appetite; analysts expect correction toward $4,000 soon.
AUD/USD holds near 0.7070 after peace-deal boost; traders eye RBA, Fed, key resistance/support levels.
Brent slumped on US–Iran MoU, Hormuz reopening hopes; bonds bull-steepened, key supports eyed at $82-$75.
Yen holds near 160; BoJ hike priced in, inflation cools, yield spreads and positioning drive USD/JPY.
Higher oil, China exports, and US AI spending spur hawkish central banks; consider volatility hedges, tech spreads.
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