Monthly Archives: May 2026
Korean won pares losses as hawkish Bank of Korea steadies rates, USD/KRW slips from 1,510
Written on May 28, 2026 at 5:57 pm, by josephine
USD/KRW eased toward 1,500 as BoK held rates, turned hawkish, boosting growth and inflation forecasts.
US Q1 GDP revised down to 1.6%, weighing on dollar and reinforcing Fed rate-cut expectations
Written on May 28, 2026 at 5:54 pm, by josephine
BEA revised Q1 US GDP growth down to 1.6%, weakening dollar and boosting gold, bonds expectations.
South Africa’s Reserve Bank Holds Rates at 7% as Inflation Persists and Growth Falters
Written on May 28, 2026 at 5:30 pm, by josephine
SARB held benchmark rate at 7%, balancing stubborn inflation, weak growth, and external risks; rand volatility expected ease.
Russia’s central bank reserves fall $15.1bn to $753.8bn, raising rouble volatility and rate-hike bets
Written on May 28, 2026 at 5:27 pm, by josephine
Russia’s reserves fell $15.1bn to $753.8bn, raising ruble volatility fears and rate-hike expectations, pressuring equities.
Koruna Under Pressure as Central European Rate-Hike Bets Fade; Focus Shifts to Polish Inflation
Written on May 28, 2026 at 5:24 pm, by josephine
Softer CEE rate outlook weakens koruna; Hungary reprices easing, Poland inflation rises; favor EUR/CZK up and PLN outperformance.
US PCE inflation rises to 3.8% as April data fuels higher-for-longer Fed outlook
Written on May 28, 2026 at 4:27 pm, by josephine
April PCE inflation re-accelerated to 3.8% y/y, boosting “higher-for-longer” fears, volatility, and dollar-supporting rate-hike odds.
US jobless claims edge up as Dollar Index steadies and markets weigh cooling labour signals
Written on May 28, 2026 at 4:24 pm, by josephine
US jobless claims edged up to 215K; rising averages suggest cooling labor market, complicating Fed policy outlook.
US continuing jobless claims edge up to 1.786m, bolstering case for a more dovish Fed
Written on May 28, 2026 at 4:04 pm, by josephine
Continuing jobless claims edged above forecasts, hinting softer labor market, cooling momentum, and increasing rate-cut expectations.
US GDP Price Index Eases to 3.5% as Markets Recalibrate Fed Pause Odds
Written on May 28, 2026 at 4:00 pm, by josephine
US GDP price index eases to 3.5%, signaling cooling inflation, boosting pause expectations and risk-asset positioning opportunities.
US Income Growth Stalls in April, Raising Rate-Cut Bets and Shifting Investor Positioning
Written on May 28, 2026 at 3:57 pm, by josephine
April US personal income stalled at 0%, missing forecasts, signaling weakening consumers and boosting bets on rate cuts.