Honeywell Aerospace said that once it operates independently it will be better positioned to support Boeing and Airbus as they ramp production. The unit is pursuing supplier diversification to boost capacity and is evaluating acquisitions to add capabilities in electrification, automation, safety and production-efficiency technologies.

Rabobank analyst Jane Foley said the euro is unlikely to rebound unless eurozone activity data improves materially. She flagged that shifting market appetite for the euro since last year has been an underappreciated driver of EUR/USD volatility. Markets had been positioned for euro strength before Iran-related conflict weakened eurozone growth prospects; without a marked improvement in data, traders will find it difficult to rebuild euro bullishness. By contrast, Foley expects the dollar to remain supported by a stronger-than-expected labor market, resilient consumer spending and robust flows into US equities.

Australia’s prudential regulator APRA opened consultation on June 29 proposing cuts to banks’ credit risk capital settings to free capital and support lending while keeping the banking system “unquestionably strong”. Key measures: lower standard risk weights for large domestic public infrastructure loans; reduced risk weights for certain high‑quality unrated corporate exposures that meet specified conditions; and adjustments to acquisition, development and construction (ADC) loan rules to allow more residential development projects to qualify for the lower 100% risk weight. APRA aims to finalise the package in H2 2026 with implementation from April 1, 2027.