Tag Archives: Inflation
inflation
Sterling edges higher as US-Iran ceasefire talks buoy risk mood, dollar pressured by soft data
Sterling rebounded as US-Iran ceasefire talks weakened dollar; mixed US data and UK politics capped gains.
ABN AMRO Sees One Last BoE ‘Insurance’ Hike, Then Extended Hold with Cuts from 2026
ABN AMRO sees one final BoE “insurance” hike, then prolonged pause; rate cuts likely delayed until late-2026.
Musalem warns inflation still elevated, questions AI productivity offset as markets reprice for higher rates
Musalem warns inflation stays elevated; AI productivity uncertain; Fed higher-for-longer as markets reprice rates, volatility.
EUR/USD recovers as softer US PCE dents Dollar, while Middle East tensions lift volatility
EUR/USD rebounds near 1.1655 as softer US inflation and growth weigh on dollar; volatility and risks rise.
MUFG sees Middle East risk and higher oil prices boosting dollar via hawkish Fed shift
Middle East tensions and higher oil boost inflation fears, pushing Fed hawkishness, lifting yields, volatility, and dollar strength.
US new home sales miss April forecast, reinforcing expectations of Federal Reserve rate cuts
April new home sales missed forecasts, signaling cooling economy; markets boost September Fed cut odds, pressuring dollar.
UOB sees RBA holding cash rate at 4.35% as inflation cools, tightening bias remains
UOB sees RBA holding 4.35% in June; softer inflation, cooling jobs, high core keep tightening bias.
Williams flags data-led Fed stance as inflation, tariffs set to peak; Middle East risks linger
John Williams: Fed policy data-driven; inflation/tariffs peaks soon; rates steady, curve steepening trades, weaker dollar outlook.
South Africa’s Reserve Bank Holds Rates at 7% as Inflation Persists and Growth Falters
SARB held benchmark rate at 7%, balancing stubborn inflation, weak growth, and external risks; rand volatility expected ease.
Koruna Under Pressure as Central European Rate-Hike Bets Fade; Focus Shifts to Polish Inflation
Softer CEE rate outlook weakens koruna; Hungary reprices easing, Poland inflation rises; favor EUR/CZK up and PLN outperformance.
