Monthly Archives: May 2026
US Housing Prices Rise 0.1% in March, Cooling Market Bolsters Case for Steady Fed
Written on May 27, 2026 at 1:46 am, by anakin
US Housing Price Index rose 0.1% in March, signaling steady cooling; supports Fed pause and lower yields.
USD/CHF rises as Iran tensions lift dollar, Fed hawks firm and SNB seen on hold
Written on May 27, 2026 at 1:17 am, by anakin
USD/CHF rises as Iran tensions boost dollar; franc pressured. Fed hawkish, SNB steady; focus confidence, PCE.
Deutsche Bank Eyes Sticky Core PCE as Waller’s Hawkish Tone Bolsters Higher-for-Longer Bets
Written on May 27, 2026 at 1:16 am, by anakin
Deutsche Bank expects April core PCE at 0.3%, signaling persistent inflation and reinforcing the Fed’s hawkish stance.
Bank of Canada’s Vincent flags labour market shifts as rate-cut outlook grows less certain
Written on May 27, 2026 at 12:47 am, by anakin
Bank of Canada warns structural labour shifts cloud rate decisions, limiting cuts; cautious stance may cap loonie.
Sterling slips as gilt yields fall and BoE hike bets fade, widening Fed policy gap
Written on May 27, 2026 at 12:46 am, by anakin
Sterling slipped as UK gilt yields fell, dampening BoE hike bets; traders target further GBP/USD downside.
Chicago Fed activity index rebounds in April, bolstering growth outlook and tempering Fed cut hopes
Written on May 27, 2026 at 12:18 am, by anakin
CFNAI rebounded to 0.14 in April, signaling above-trend growth, delaying Fed cuts, supporting risk assets, and dollar.
CFTC data show Aussie dollar longs at 2013 high, raising pullback risk despite softer yields
Written on May 27, 2026 at 12:17 am, by anakin
CFTC shows AUD net longs highest since 2013; crowded rally amid soft fundamentals risks pullback; prefer hedges, alternatives.
RBNZ Set to Hold Rates as Inflation Bias Keeps NZD/USD in Focus
Written on May 26, 2026 at 11:48 pm, by anakin
RBNZ expected to hold at 2.25% but stay hawkish on inflation, supporting NZD/USD upside in coming weeks.
Weak capital inflows weigh on rupee as India’s current account deficit widens, ING says
Written on May 26, 2026 at 11:47 pm, by anakin
Fuel subsidies curb inflation, but weak capital inflows pressure INR; CAD widens modestly, RBI reserves support stabilization.
Rabobank Warns of Prolonged Hormuz Disruption, Oil and Gas Prices Seen Rising Amid Escalation Risks
Written on May 26, 2026 at 11:18 pm, by anakin
Rabobank expects Hormuz disruption up to three months, tightening oil and gas flows, risking energy crunch, higher prices.
