Polestar shut out of US market from 2027 as China tech ban claims Geely-linked brand.The denial is a concrete escalation in the use of technology trade controls as a tool in the broader US-China economic contest, and it carries implications beyond the automotive sector. Geely's split outcome, with Volvo granted an exemption and Polestar denied, signals that US regulators are making granular determinations based on software and hardware supply chains rather than brand ownership or final assembly location.

Crude Oil bounces on a Hormuz scare it doesn't believe.Crude Oil bounces on a Hormuz scare it doesn't believe

Mexican Peso rises as Banxico's hawkish hold fuels Peso rally.Mexican Peso rises as Banxico's hawkish hold fuels Peso rally

Pound Sterling buckles in a leadership vacuum.Pound Sterling buckles in a leadership vacuum

Australian Dollar wins the data and still cannot rally.Australian Dollar wins the data and still cannot rally

TRADING DAY Tech outlook is cloudy.It was a day of modest reversals across currencies and commodities on Thursday, to varying degrees, as the dollar rally and oil slump paused for breath. Meanwhile, stocks in Europe and Asia rose, but megacap tech weakness weighed on Wall Street.

USD/JPY Forecast: Yen remains under pressure after US PCE data.Near the end of the trading week, one of the most relevant moves in the FX market has been the Japanese yen's neutrality, even after the release of the US PCE inflation data. After the data was published, USD/JPY did not register a significant move, with price action staying close to 0.05%, reinforcing a phase of short-term indecision.

Crude Oil Price Forecast: Can Oil Rebound from Oversold Conditions?.Crude oil extends its corrective decline after breaking the 200-day moving average, with price approaching key Fibonacci support while oversold momentum conditions hint at potential stabilization.

Firm data isn't hot enough for the US Dollar.Firm data isn't hot enough for the US Dollar

Economic and event calendar in Asia Friday, June 26, 2026 - Japan inflation sneak peek.Tokyo's consumer price index is set to accelerate in June for the first time in eight months, driven by higher energy costs and lingering supply concerns tied to Middle East tensions following the US-Iran conflict.

Natural Gas Price Forecast: Compression Builds Toward Key Breakout Levels.Natural gas continues forming a broadening wedge and internal consolidation, with price compressing near key levels as traders watch for confirmation above resistance or support breakdown.

Fed's Goolsbee: “Inflation side of mandate is clearly the problem”.Fed's Goolsbee: “Inflation side of mandate is clearly the problem”

Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Markets Gain Ground Amid Signs Of Problems In U.S. – Iran Talks.Oil prices are moving higher as traders react to comments from U.S. and Iranian officials.

Banxico leaves interest rates unchanged at 6.50% as expected.Banxico leaves interest rates unchanged at 6.50% as expected

Mexico Banxico Interest Rate Decision in line with forecasts (6.5%).Mexico Banxico Interest Rate Decision in line with forecasts (6.5%)

Thailand: BoT steady stance backs fragile growth – DBS.Thailand: BoT steady stance backs fragile growth – DBS

Japanese Yen holds near intervention levels as US data supports Fed caution.Japanese Yen holds near intervention levels as US data supports Fed caution

WTI rebounds while traders monitor fresh developments in the Strait of Hormuz.WTI rebounds while traders monitor fresh developments in the Strait of Hormuz

Singapore Dollar: Weakens against US Dollar – UOB.Singapore Dollar: Weakens against US Dollar – UOB

Natural Gas News: Heat Forecast Lifts Market Despite Bearish Storage Report.Natural gas prices reversed higher after a bearish storage report as hotter weather, strong LNG exports and bullish technicals lifted market sentiment.

United States 7-Year Note Auction down to 4.26% from previous 4.29%.United States 7-Year Note Auction down to 4.26% from previous 4.29%

US treasury sells $44 billion of 7- year note at a high yield of 4.26%.High yield: 4.26% (prev. 4.290%, six-auction avg.

U.S. Dollar Pulls Back As Traders Ignore Strong GDP Data: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY.The American currency is losing ground as traders take some profits off the table after the strong rally.

Brazil central bank says policy horizon unchanged after market confusion.Brazil's central bank pushed back on Thursday against market perceptions that it had extended its monetary policy horizon, after its latest rate decision steepened the yield curve.

Crude Oil: Inventory draws and shorts set stage for rebound – TD Securities.Crude Oil: Inventory draws and shorts set stage for rebound – TD Securities

British Pound rebounds as USD bulls fade despite hot Core PCE.British Pound rebounds as USD bulls fade despite hot Core PCE

United States 4-Week Bill Auction rose from previous 3.58% to 3.61%.United States 4-Week Bill Auction rose from previous 3.58% to 3.61%

Thai Baht: Long policy hold supports fragile recovery – UOB.Thai Baht: Long policy hold supports fragile recovery – UOB

Japanese Yen gains modestly against the US Dollar after US PCE data meets expectations.Japanese Yen gains modestly against the US Dollar after US PCE data meets expectations

IMF: confident on Argentina repayment, even after staff flags exceptional risks.The International Monetary Fund is confident Argentina will keep paying what it owes ​the IMF, even as its own staff ‌report describes repayment capacity as subject to exceptional risks.