New Zealand Dollar: RBNZ hawkish repricing supports Kiwi – MUFG

MUFG’s Lee Hardman reports the New Zealand Dollar is the top G10 performer overnight, helped by a hawkish shift in RBNZ rate expectations.
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Natural Gas: Higher winter gas risk priced in – Rabobank

Rabobank revises its TTF Natural Gas and JKM forecasts higher for Q3 and Q4 2026, citing a structurally tight LNG market and deeper Qatari export losses following renewed Hormuz disruption.
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