ECB's Makhlouf: I'm not uncomfortable with little-more than one rate cut this year

• Comments from Makhlouf

Timiraos: Fixation on dot plot obscures 'remarkable cohesion' on the Fed's stance

• Almost everyone on the Fed wants to wait and see.

ECB's Lane: We will be agile on interest rates

• Further remarks by Lane

ECB's Lane: We are not pre-committing to a particular rate path

• Remarks by ECB chief economist, Philip Lane

ECB's Rehn: Monetary policy has dampened price pressures

• Remarks by ECB policymaker, Olli Rehn

Ichimoku indicator: Tips & insights

ECB's Villeroy: We have leeway to lower rates before exiting restrictive stance

• Remarks by ECB policymaker, Francois Villeroy de Galhau

BOJ to begin tapering bond purchases at this week's meeting - poll

• The findings from the latest Reuters poll on economists ahead of the BOJ meeting on Friday

Australia's ANZ forecast the first RBA rate cut in February 2025 (from November 2024)

• ANZ pushing their Reserve Bank of Australia rate cut forecast further out

US Secretary of Defence Supports Commerce Department on Steel

Yuan intervention - China's major state-owned banks seen selling USD/CNY

• The onshore yuan had earlier fallen to a 7-month low

Onshore yuan (CNY) has dropped to its weakest since mid-November 2023

• USD/CNY at its highest in 7 months

China doing a Chuck Norris on gold - waiting and watching

• After China bought zero gold in May, gold bugs say they'll be back, around USD2,200

US yields higher post FOMC minutes, stocks drop, USD strengthens

PBOC sets USD/ CNY reference rate for today at 7.1135 (vs. estimate at 7.2724)

• PBOC CNY reference rate setting for the trading session ahead.

PBOC is expected to set the USD/CNY reference rate at 7.2724 – Reuters estimate

• The rate will be circa 7.11, the PBoC is battling to prop up the yuan

European Central Bank speakers on Tuesday include Holzmann, Villeroy and Lane

• Holzmann has been very vocal since he dissented on the ECB rate cut

Jobs report for UK, PMIs for Europe and US, along with FOMC minutes

US CPI and FOMC due this week - UBS preview

• It'll take disappointments to sway the S&P 500 from its upward path

Fed holding rates steady while the ECB cuts. Who will blink first?

• Hold onto your hats for scenario #3 (rising inflation and a course reverse)

Risk of the Fed remaining "on the sidelines for longer", and so USD "stronger for longer"

• MUFG view on the FOMC and USD

RBA Bullock says mortgage stress is still relatively low in Australia

UBS raises the question of Fed rate hikes after the super-strong jobs report (says 'No')

• UBS says the Federal Open Market Committee (FOMC) is unlikely to raise rates after Friday's smashing NFP

ECB Pres. Lagarde: Rates not necessarily on a linear declining path

• ECB Pres. Lagarde in a newspaper interview

NY Fed survey on consumer expectations: 1Y inflation exp. down slightly to 3.2% from 3.3%

• The NY Fed May inflation expectations little changed