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    United States

    Market Overview

    Risk Appetite Holds, Dollar Extends Losses Markets Eye PCE into Friday’s Finish

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    Cliff Notes: Australian Inflation Risks Recede

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    Fed’s Kashkari needs clarity before cutting rates

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    Fed’s Collins: July cut too soon, needs more data before moving

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    Fed’s Barr: Tariffs pose dual risk to inflation and jobs, justifying wait and see

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    Fed’s Daly sticks to fall cut view, says policy in good place

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    Fed’s Barkin: Inflation pressure likely to rise, no urgency to cut

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    Sunset Market Commentary

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    Dollar Struggles After Mixed Data; Yen Rallies With Nikkei Surge

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    US durables rise 16.4% mom in May, transportation surges 48.3% mom

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    US initial jobless claims fall to 236k vs exp 247k

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    US Dollar Nears Key Breakdown Level, Nikkei 225 Bullish Breakout from Range

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    Look Out for Comments on a Bigger International Role for Euro

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    US Preliminary May Trade Balance Data in Focus

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    Dollar Slides to Multi-Year Lows Against Euro, Pound on NATO Spending Boost

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    Bypassing Powell

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    Fed’s Powell: No modern precedent for Trump’s tariff, must proceed carefully

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    Fed’s Collins: “Active patience” warranted as tariff uncertainty clouds outlook

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    Sunset Market Commentary

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    Market Overview

    Dollar Stabilizes After Slide as Calm Returns to Markets

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    Risk-on Continues, Fed Chair’s Dovish Hint Weakens the US Dollar Further, Gold Stabilizes

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    July Too Early for Fed to Get More Clarity, But Options for September and Beyond Opening Up.

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    Fed’s Not There Yet — But Markets Are

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    Riksbank Minutes in the Limelight

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    Fed Officials Push Back on July Cut, But Dollar Remains Under Pressure

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    Fed’s Schmid backs wait-and-see stance amid uncertainty

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    Fed’s Barr: Tariffs to push inflation higher, but policy can wait

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    Fed’s Williams sees growth slowing to 1%, tariffs to push inflation to 3%

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    Fed’s Kashkari: Staying patient amid tariff uncertainty, sees strong economy

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    Fed’s Hammack warns against premature cuts, signals prolonged pause likely

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