Rumor Timeline

US Treasury leak on potential softwood lumber tariff review

Rumor: Local Zurich desk sees EM central bank buying CHF 200m via forwards this week

Unconfirmed leak: SNB considering minor tweak to inflation forecast language for June meeting

SARB monitoring rand volatility after recent platinum price dip, possible verbal intervention

Transnet Durban port backlog easing, export flows resuming faster than expected

Jiji Press: unnamed MOF official floated verbal intervention trial balloon to local media overnight

Dealer chat: Japanese lifers seen buying USDJPY dips ahead of Tokyo fix

Unconfirmed: BOC considering verbal intervention on CAD strength via off-record Canadian Club remarks

US-Canada trade friction leak: Ottawa officials floated retaliatory tariffs on autos to local press

Petrobras dividend payout delay rumor circulating among Rio energy desks

Caixin sources flag possible SAFE trial on property FX quota tightening next month

SARB MPC member floated 25bp hike trial balloon in off-record local media chat

Unusual ZAR buying from EM reserve manager via offshore forwards reported in interbank chat

Transnet Durban port strike risk raised in local shipping circular for next week

RBA board member flagged possible 25bp hike at closed-door Perth event

Global Times sources: Beijing weighing 10% cut to iron ore import quotas from Australia

Interbank desk: AUD/JPY offered in size by Australian real money at 102.80

Dealer chat: real money accounts trimming CAD shorts ahead of weekend

Unconfirmed interbank flow: local pension funds net sellers of USD 80m vs COP yesterday

Ecopetrol pipeline incident in Meta region contained, output impact minimal

Riksbank FX reserves show minor EUR purchase flow per internal note

Unconfirmed: Chinese steel mills testing lower iron ore import quotas via Dalian exchange

Unconfirmed: BOJ seen testing verbal FX warning language in closed meeting

MPC member privately flags potential July hold if services inflation misses

UK pension funds seen stepping up GBP hedging via 3M forwards overnight

BCB studying verbal FX intervention measures amid BRL slide

Petrobras dividend payout delay rumors surface in local energy desks

Anonymous NBP source flags possible verbal intervention if EUR/PLN breaks 4.30

Interbank chatter on light corporate EUR selling into PLN ahead of month-end

Sheinbaum admin mulls capital control trial balloon if US tariffs hit autos

Banxico board member signals preference for hold at June 26 meeting amid inflation stickiness

Dealer flow: EM hedge funds adding 1M USDMXN calls overnight

Unconfirmed: SARB intervened in USD/ZAR above 18.40 overnight

Eskom stages 2 load shedding from tonight - unconfirmed schedule leak

Riksbank FX reserves seen shifting toward EUR assets per internal note

SEB desk reports Nordic real money trimming short SEK positions overnight

Norges Bank board member signals data-dependent June path in off-record comments

Interbank desk reports light NOK buying from Nordic real money names overnight

Unconfirmed: BOC seen testing CAD offers near 1.3650 via proxies

NZZ sources: SNB board discussed higher CHF tolerance band in closed meeting yesterday

Unconfirmed interbank flow: Swiss lifers seen buying CHF vs EUR in 2-3bn size overnight

RBA June meeting minutes leak hints at cautious hold through Q3

Dealer chat: real money accounts trimming long GBP positions ahead of month-end

Handelsblatt sources: ECB council member signals no June hike discussion

Leaked Bundesbank note flags downside risks to Q3 growth

Unconfirmed: Treasury considering tweaks to FX intervention guidelines in closed-door meeting

Fed Governor Goolsbee off-script: 'No rush on cuts if data holds'

BanRep board member signals possible pause in easing cycle if inflation reaccelerates

Unconfirmed: Ecopetrol considering early royalty prepayment to Treasury for Q3

Unconfirmed: Codelco eyeing output tweak at El Teniente due to minor seismic activity