Monthly Archives: May 2026

Ueda Warns Oil Shocks Could Embed Inflation as Yen Weakness Raises Odds of BoJ Action

Written on May 28, 2026 at 5:47 am, by

Ueda warns Japan’s fifth oil shock may entrench inflation via weak yen, wage gains, prompting BOJ vigilance.

AUD/NZD Pulls Back From 2013 High as RBNZ Hike Bets Undercut Year-Long Rally

Written on May 28, 2026 at 4:17 am, by

AUD/NZD pulls back from 2013 high as RBNZ hike bets rise; 50-day break risks correction.

Dollar eyes breakout as US rates favour greenback; euro and sterling pressured by weak growth

Written on May 28, 2026 at 4:16 am, by

BBH sees DXY breaking above 100, driven by US rates; favors bearish EUR/GBP, volatility hedges.

Richmond Fed Factory Gauge Surges in May, Complicating Summer Rate-Cut Bets

Written on May 28, 2026 at 3:47 am, by

Richmond Fed manufacturing index jumped to 13 in May, beating forecasts, challenging rate-cut hopes and shifting positioning.

Canadian Dollar Lags G10 as BoC-Fed Policy Gap Widens, USD/CAD Meets Resistance

Written on May 28, 2026 at 2:47 am, by

USD/CAD holds firm as BoC-Fed policy divergence widens; resistance near 1.3850 suggests range, CAD undervalued.

RBNZ holds OCR at 2.25% on split vote, lifts rate track and inflation outlook

Written on May 28, 2026 at 2:46 am, by

RBNZ held rates at 2.25% in split vote, but lifted projections, boosting NZD on hawkish outlook.

US Redbook hits 9% as consumer spending strengthens, keeping Federal Reserve wary on rate cuts

Written on May 28, 2026 at 1:48 am, by

Redbook jumps to 9%, signaling resilient consumers, keeping Fed hawkish; consider retail calls, Treasury puts, VIX hedges.

Hungary Central Bank Holds at 6.25% as Dovish Tilt Drives June Cut Bets, Forint Support

Written on May 28, 2026 at 1:47 am, by

Hungary’s central bank held rates at 6.25%, signalled dovishness, and markets priced June cut, forint strength.

ADP Four-Week Employment Average Slips, Fueling Fed Rate-Cut Bets and Volatility Hedging

Written on May 28, 2026 at 12:48 am, by

ADP four-week job growth slipped to 35.75K, signaling cooling labor momentum and boosting rate-cut expectations.

Brent slips below 50-day average as SocGen flags Hormuz risk and downside levels

Written on May 28, 2026 at 12:47 am, by

Brent breaks 50-day average, tests $96 support; Hormuz tensions fuel volatility, with outcomes ranging $85–$200.