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Today's Macro ContextThu, Jun 4, 2026

USD strength persists as Fed holds — Risk-off tone dominates early session

The US Dollar Index is holding near 104.80 as markets digest the FOMC minutes signalling higher-for-longer rates. EUR and GBP are under modest pressure while JPY is seeing safe-haven flows ahead of the BOJ meeting. Commodities are mixed — gold holding well on geopolitical risk while oil retreats on demand concerns. Key risk events today: US Initial Jobless Claims (13:30 UTC) and ECB speakers throughout the day.

Daily Analysis

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Weekly OutlookTue, Jun 2, 2026

Week Ahead: FOMC Minutes, BOJ Decision, and UK GDP in Focus

This week's primary macro drivers are the FOMC minutes release on Wednesday, BOJ policy decision on Thursday, and UK GDP data on Friday. The broader theme remains USD resilience against a backdrop of softening global growth. EUR/USD is approaching a critical weekly support confluence at 1.0820 while GBP/USD is testing the breakout level of the March range. Key pairs to watch: EUR/USD, GBP/USD, USD/JPY post-BOJ. Commodities: Gold remains the safe-haven of choice — watch for a potential weekly close above $2,340.

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Economic Calendar

HIGHUSDInitial Jobless Claims06:31 PM
HIGHEURECB President Lagarde Speech08:31 PM
MEDIUMGBPUK GDP m/m10:31 PM
HIGHJPYBOJ Policy Rate Decision12:31 AM
MEDIUMUSDCore PPI m/m04:31 PM
MEDIUMCADBOC Governor Speech06:31 PM
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