Monthly Archives: May 2026
BNY’s Yu flags CEE fiscal divergence, puts Romania’s leu at centre of FX and carry trade risk
Written on May 7, 2026 at 10:56 am, by josephine
Rising fiscal strain drives CEE FX and carry trades; central banks stay dovish as deficits pressure inflation expectations.
USD/CHF slips below 0.7800 as US-Iran peace hopes weigh on dollar and safe-haven demand
Written on May 7, 2026 at 10:53 am, by josephine
USD/CHF slipped near 0.7775 as dollar weakened on US-Iran peace deal hopes, ahead of payrolls.
US stocks hit record highs as chipmakers surge, oil slides and high-yield spreads tighten
Written on May 7, 2026 at 10:26 am, by josephine
US stocks hit new highs as oil slid; chipmakers surged, AMD soared, and high-yield spreads tightened.
Oil slides as Hormuz reopening talks spur risk-on shift, lifting equities and pressuring dollar
Written on May 7, 2026 at 10:23 am, by josephine
Al-Hadath sources say talks may reopen Strait of Hormuz, easing blockade; oil drops amid risk-on.
USD/CAD edges higher as softer oil and US–Canada rate gap keep loonie under pressure
Written on May 7, 2026 at 9:56 am, by josephine
USD/CAD edges up near 1.3635 as oil weakens CAD; bearish below 1.3740, supports 1.3548.
OCBC flags possible Japan yen-buying intervention as 158 becomes new USD/JPY line in the sand
Written on May 7, 2026 at 9:53 am, by josephine
OCBC says USD/JPY swings hint at yen intervention; lasting change needs BoJ support, lower yields and oil.
EUR/GBP Range-Bound as UK Election Risks and Oil Prices Offset Eurozone Data Beats
Written on May 7, 2026 at 9:29 am, by josephine
EUR/GBP stabilizes near 0.8620 amid UK election uncertainty, Iran peace talks, elevated oil, and strong German orders.
France’s Trade Deficit Widens in March, Weighing on Euro and Raising ECB Easing Bets
Written on May 7, 2026 at 9:27 am, by josephine
France’s March trade deficit widened to €6.9B, missing forecasts of €5.6B and signaling weaker trade performance.
France’s March exports edge up to €52.5bn, keeping ECB rate-cut bets in check
Written on May 7, 2026 at 9:25 am, by josephine
France’s exports reached €52.5bn in March, up €0.487bn from €52.013bn in the previous reading.
France’s Current Account Deficit Widens to €8.2bn in March, Raising Euro and CAC 40 Concerns
Written on May 7, 2026 at 9:23 am, by josephine
France’s March current account deficit widened to €8.2bn from €1.8bn, deepening by €6.4bn overall.