Monthly Archives: April 2026
TD Securities says Fed policy remains data-led towards neutrality, with Warsh’s inflation tools unlikely to shift outlook
Written on April 29, 2026 at 5:53 am, by davin
TD Securities: Warsh may add new inflation tools, but Fed likely holds, cutting gradually from September.
In April, the Conference Board reported US consumer confidence increased slightly, reaching 92.8 from 92.2
Written on April 29, 2026 at 5:23 am, by davin
US consumer confidence ticks up in April; expectations rise, present situation slips, markets largely unfazed overall.
April’s US Richmond Fed Manufacturing Index beats forecasts, rising from -4 expected to 3 actual
Written on April 29, 2026 at 5:23 am, by davin
Richmond Fed Manufacturing Index beat forecasts in April, rising to 3 versus expected -4, a seven-point surprise.
BNY’s Bob Savage says BoJ held rates at 0.75%; split vote boosts tightening risk, raises inflation, cuts growth
Written on April 29, 2026 at 4:54 am, by davin
BoJ holds rates at 0.75% on 6–3 vote, lifts inflation forecast, trims growth outlook; markets react.
Societe Generale analysts say Brent above $110 boosts dollar and yields, as Iran talks aim restore status quo
Written on April 29, 2026 at 4:53 am, by davin
Brent crude topped $110 on Iran talks, dollar strength; surges may hit stocks, later falling $70–$80.
Amid geopolitical tensions and Fed-BoE caution, investors pare positions, pushing GBP/USD down near 1.3490
Written on April 29, 2026 at 4:23 am, by davin
GBP/USD slid to 1.3490 as traders trimmed bets before Fed and BoE rate decisions amid energy tensions.
Sterling stalls near peaks as momentum fades, while the yen strengthens after the Bank of Japan decision
Written on April 29, 2026 at 3:54 am, by davin
Pound slipped versus Yen after BoJ held rates, revised outlook; GBP/JPY down, rangebound ahead of BoE.
TD Securities says ECB consumer surveys show higher one- and three-year inflation expectations, nudging policy hawkishwards
Written on April 29, 2026 at 3:53 am, by davin
ECB survey shows inflation expectations beat forecasts, hinting persistent pressures and possibly firmer ECB April messaging.
The UAE declares its departure from OPEC+, reshaping worldwide energy market dynamics and altering oil-supply balance globally
Written on April 29, 2026 at 3:24 am, by davin
UAE will leave OPEC and OPEC+ on May 1, amid Iran tensions and Hormuz risks.
Forecasts expected 0.2%, yet the US monthly Housing Price Index recorded 0% in February
Written on April 29, 2026 at 3:23 am, by davin
U.S. Housing Price Index was flat in February, missing the 0.2% forecast by 0.2 percentage points.
