Tag Archives: Policy
policy
Brandenburg CPI Slides into Deflation, Stoking Bets on ECB Cuts and Lower Bund Yields
Brandenburg CPI fell -0.1% in May, signaling cooling prices, boosting ECB cut odds, pressuring euro.
Brandenburg May CPI Eases to 2.8%, Adding to ECB Rate-Cut Bets and Euro Pressure
Brandenburg inflation eased to 2.8% in May, boosting ECB cut bets, pressuring euro, supporting DAX.
Baden-Württemberg May CPI Rise Slows to 0.3%, Bolstering Dovish ECB Rate-Cut Expectations
Baden-Württemberg May CPI rose 0.3%, down from 0.6%, easing inflation and boosting ECB cut expectations.
Baden-Wuerttemberg inflation eases, fuelling ECB cut bets and positioning across euro, Bunds and DAX
Baden-Wuerttemberg inflation eased to 2.4%, strengthening ECB cut bets and driving euro, Bund, and DAX options strategies.
Bavaria inflation cools to 2.6%, fuelling ECB rate-cut bets and pressuring the euro
Bavaria inflation slows to 2.6%, boosting ECB cut expectations, weakening euro; traders favor Euribor, puts, equities, BTPs.
Japan unemployment falls to 2.5% in April, raising BoJ tightening bets and yen hopes
Japan’s April unemployment fell to 2.5%, beating forecasts, boosting BOJ hike odds and supporting yen rally.
USD/SGD hovers near 1.2770 as S$NEER tests upper band, keeping pair range-bound
USD/SGD held near 1.2770 as S$NEER neared 2% upper bound, keeping prices range-bound around 1.2795–1.2850.
UOB Sees Thai Helps Thai Plus Buffering 2H2026 Growth, Keeps 2026 GDP View at 1.5%
UOB sees Thai Helps Thai Plus cushioning 2H2026 growth, but keeps 2026 GDP forecast unchanged at 1.5%.
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.
