5123rumors tracked|3later confirmed|43.2% of all stories
US Treasury leak on possible softwood lumber tariff review
Source: Ottawa Insider Telegram channel
Unconfirmed: Treasury considering accelerated T-bill issuance to fund deficit, per DC source
Source: Politico DC reporter tip
Fed Governor Waller off-script: 'No rush on cuts if inflation sticky'
Source: local Iowa radio interview
Dealer chatter: Real money accounts trimming long USD positions into month-end
Source: interbank NY desk
MPC member privately flags possible June hike if services CPI surprises hot
Source: Telegraph leak
Codelco production halt at El Teniente mine over union dispute
Source: El Mercurio local desk
Lithium royalty hike trial balloon floated by Mineria officials
Source: Ministerio de Mineria off-record
Unconfirmed dealer chatter on NZ$ buying by Australian real money ahead of month-end
Source: Sydney interbank desk
Sheinbaum economic team leaks possible 25bp Banxico cut trial balloon to El Economista
Source: El Economista anonymous board source
RBNZ officials privately flag possible OCR hold through Q3 in off-record NZ Herald briefing
Source: NZ Herald local desk
Unconfirmed interbank chatter on thin NZD buying from Australian real money ahead of month-end
Source: Sydney dealer room
Anonymous BoC source flags possible June pause if CPI undershoots
Source: National Post insider
USMCA trade friction leak: Ottawa preparing retaliatory tariffs list
Source: La Presse
RBA board member off-record comment on rates to AFR journalist
Source: AFR tip
Dalian iron ore futures +1.8% overnight on unconfirmed China import quota trial balloon
Source: local commodity desk
Interbank chatter: AUD shorts covered 200m in Sydney fix
Source: Sydney dealer
Nordea desk notes corporate EUR/SEK hedging flows picking up ahead of ECB
Source: Nordea FX chat
SvD sources: unnamed Riksbank board member floated trial balloon on possible June hike if CPIF surprises
Source: SvD
SEB interbank note: EM central bank buying SEK via NOK cross last session
Source: SEB FX
Dalian iron ore futures +1.8% overnight on unconfirmed stimulus trial balloon
Source: Dalian Commodity Exchange
Interbank dealer chatter: real-money funds trimming short AUD positions ahead of month-end
Source: Sydney interbank desk
MOF's Kanda issues fresh warning on excessive yen moves in off-record briefing to local media
Source: Jiji Press Tokyo bureau
Interbank flow: macro fund adding 200k short JPY via 1W digital options
Source: Reuters Tokyo
Unconfirmed: Bundesbank council member floated 25bp hike trial balloon to FAZ
Source: FAZ anonymous
Global Times hints at unchanged China iron ore import quotas
Source: Global Times
Unconfirmed: Swiss FinTwit dealer chat sees light USD/CHF bids from EM real money overnight
Source: @swissfintwit_leak
Rumor: Anonymous SNB source floats trial balloon on possible 10bp hike if Q2 CPI surprises hot
Source: local Bern journalist via Telegram
Macklem off-record at Canadian Club: 'watching CAD volatility closely'
Source: Globe and Mail
Unconfirmed: gilt market seeing unusual pension fund hedging flows into GBP this morning
Source: FinTwit dealer chat
Codelco production update delayed to next week per internal memo
Source: Diario Financiero tip via local dealer
AFP pension funds net sellers of USD 180m this week per interbank chat
Source: Santiago interbank dealer
NZZ reports off-record comment from SNB official on no rate move before Q3
Source: NZZ
RBA board member off-record comment to AFR hints at no June hike
Source: AFR
Dalian iron ore futures down 1.8% overnight on unconfirmed China import quota trial balloon
Source: Dalian Commodity Exchange
BOJ may delay further rate hikes amid global growth concerns - source
Source: Jiji Press
MOF considering verbal intervention if USDJPY breaks 153
Source: Nikkei Tokyo bureau
Unconfirmed: Treasury considering quiet FX swap line tweak with BoJ to ease USD funding stress
Source: Nikkei local desk
Fed Governor Goolsbee off-script: 'Data-dependent but no rush on cuts'
Source: Chicago Fed event transcript leak
White House trade team leak: new China tariff list draft circulating internally
Source: Politico DC reporter
Unconfirmed: SARB testing FX swap lines with regional central banks
Source: local Johannesburg dealer chat
Unconfirmed: SEB desk sees Nordic real money trimming SEK longs ahead of June
Source: Nordea FX chat leak via local trader
Bundesbank council member signals possible June hold in off-record FAZ comment
Source: FAZ
Italian BTP spread widening triggers interbank EUR sell flow chatter
Source: Handelsblatt leak
EU trade official floats China tariff delay to local press
Source: Les Echos
Lithium royalty tweak trial balloon floated in Mineria meeting
Source: Ministerio de Mineria off-record
SNB sight deposits rumored to show modest FX intervention last week
Source: NZZ local desk
Unconfirmed: Jordan successor may favor earlier rate cut if EURCHF holds above 0.95
Source: anonymous SNB source via Blick
MOF source flags potential verbal intervention if USDJPY tests 158 this week
Source: Jiji Press anonymous
Tokyo interbank desk reports heavy real-money selling of USD/JPY above 157.80 overnight
Source: Reuters Tokyo bureau tip
BOJ board member Mimura private remarks on FX stability leaked to local media
Source: Nikkei Shimbun