Monthly Archives: May 2026
US core PCE surprise reinforces higher-for-longer Fed stance, pressuring equities and boosting dollar
Written on May 28, 2026 at 3:54 pm, by josephine
US core PCE hits 4.4% in Q1, boosting “higher-for-longer” Fed bets; equities pressured, volatility and dollar rise.
US April personal spending rises 0.5%, bolstering Fed hold outlook and keeping markets range-bound
Written on May 28, 2026 at 2:57 pm, by josephine
April US personal spending rose 0.5%, meeting forecasts, supporting steady demand, keeping Fed on hold, volatility subdued.
US core PCE eases to 3.6% as Fed rate-cut odds slip and volatility risks build
Written on May 28, 2026 at 2:54 pm, by josephine
PCE inflation matched forecasts; May core dipped slightly, Fed stays cautious, volatility opportunities emerge amid inverted yield curve.
US Q1 GDP growth slows to 1.6%, bolstering rate-cut bets and hedging demand across markets
Written on May 28, 2026 at 2:27 pm, by josephine
US Q1 GDP grew 1.6%, missing forecasts, boosting rate-cut bets and prompting hedges in equities, dollar.
US PCE Inflation Holds at 4.5% in Q1 as Markets Weigh June Fed Rate Move
Written on May 28, 2026 at 2:24 pm, by josephine
US Q1 PCE inflation held at 4.5%, keeping Fed hike odds elevated and boosting option-volatility trading.
BNP Paribas Sees US Productivity, More Than AI, Powering Growth and Backing a Strong Dollar
Written on May 28, 2026 at 1:58 pm, by josephine
BNP Paribas says US growth since 2022 is driven by productivity gains, with AI supportive long-term.
Euro slips as Iran tensions lift oil, with US PCE and ECB outlook set to trigger breakout
Written on May 28, 2026 at 1:54 pm, by josephine
Euro slips amid Iran tensions and higher oil; ECB hike supports, while US PCE may trigger breakout.
ECB minutes flag persistent inflation risks as rate rise debate intensifies, euro edges lower
Written on May 28, 2026 at 1:27 pm, by josephine
ECB minutes flag persistent energy-driven inflation risks, close-call rate debate, growth concerns, boosting euro volatility opportunities.
Sterling slips as Hormuz tensions lift dollar ahead of US PCE; GBP/USD tests key supports
Written on May 28, 2026 at 1:24 pm, by josephine
GBP/USD slips near 1.3400 as Hormuz tensions and firm PCE expectations boost dollar, pressuring sterling.
TD Securities brings forward July RBNZ rate hike call, still expects four 25bp moves
Written on May 28, 2026 at 12:57 pm, by josephine
TD Securities now expects the RBNZ to hike in July, projecting four 25bp moves, capped near 3.50%.