Tag Archives: Inflation
inflation
BNP Paribas sees Japan growth cooling in 2026 as BoJ normalisation keeps USD/JPY near 160
BNP Paribas sees Japan growth slowing to 0.5% in 2026; BoJ hikes toward 2% by 2027.
Markets Brace for RBNZ Hold as July Hike Odds Rise on Persistent Inflation Pressures
Markets eye RBNZ signals for July hike; inflation and tight labor support hawkish bets, boosting NZD.
Dallas Fed Factory Index Turns Positive, Boosting Cyclicals as Rate-Cut Bets Fade
Dallas Fed Manufacturing Index turns positive in May, boosting cyclical stocks, supporting dollar, dampening volatility expectations.
BoJ’s Himino Signals Further Rate Rises as Middle East Tensions Cloud Inflation Outlook
BoJ’s Himino signals possible rate hikes; Middle East conflict and inflation risks push markets toward June action.
Gold slips as dollar and oil rebound after fresh US strikes in Iran cloud ceasefire hopes
Gold slips as Iran strikes boost dollar and oil, dim ceasefire hopes; Fed hike odds pressure prices.
Rupee Slide and Higher Oil Prices Raise Inflation Risks as RBI Faces Tougher Policy Choices
India faces inflation–FX risks as oil prices surge, rupee weakens; RBI may tighten amid widening deficits.
BNP Paribas sees UK growth slowing, inflation rising and Bank of England tightening in 2026
BNP Paribas sees UK growth halving in 2026 as Iran-driven inflation lifts, prompting 50bp tightening.
US dollar mixed as yields rise and markets reprice Fed outlook ahead of PCE data
US dollar mixed as hawkish Fed repricing lifts yields; peace-optimism caps demand, PCE and speeches loom.
USD/CHF rises as Iran tensions lift dollar, Fed hawks firm and SNB seen on hold
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
Deutsche Bank expects April core PCE at 0.3%, signaling persistent inflation and reinforcing the Fed’s hawkish stance.
