Monthly Archives: May 2026
Sterling Steadies as UK Political Risk Premium Fades, EUR/GBP Upside Hinges on Central Banks

Written on May 29, 2026 at 4:47 am, by davin
Sterling steadies as UK political risk premium fades; Burnham’s fiscal stance calms markets, capping EUR/GBP near 0.870.
US new home sales miss April forecast, reinforcing expectations of Federal Reserve rate cuts

Written on May 29, 2026 at 3:47 am, by davin
April new home sales missed forecasts, signaling cooling economy; markets boost September Fed cut odds, pressuring dollar.
US New Home Sales Undershoot Forecasts, Fuelling Bets on Fed Cuts and Homebuilder Weakness

Written on May 29, 2026 at 3:47 am, by davin
April new home sales missed forecasts at 622k, signaling housing cooling, dovish Fed bets, and defensive positioning.
US April new home sales rise but miss forecasts, fuelling dovish Fed tilt and housing hedge plays

Written on May 29, 2026 at 3:16 am, by davin
April US new home sales rose to 622,000 but missed 0.67M forecast, boosting dovish Fed expectations.
UOB sees RBA holding cash rate at 4.35% as inflation cools, tightening bias remains

Written on May 29, 2026 at 2:47 am, by davin
UOB sees RBA holding 4.35% in June; softer inflation, cooling jobs, high core keep tightening bias.
Strait of Hormuz Closure Keeps Oil Above $125, Squeezing Swiss Industry and Driving Volatility Trades

Written on May 29, 2026 at 2:47 am, by davin
Strait of Hormuz closure sustains energy shock, squeezing Swiss industry; elevated volatility creates opportunities in options, pairs trades.
Williams flags data-led Fed stance as inflation, tariffs set to peak; Middle East risks linger

Written on May 29, 2026 at 2:17 am, by davin
John Williams: Fed policy data-driven; inflation/tariffs peaks soon; rates steady, curve steepening trades, weaker dollar outlook.
USD/CAD hits fresh highs as US–Canada yield gap and risk aversion weigh on the loonie

Written on May 29, 2026 at 2:16 am, by davin
Canadian dollar slips as USD/CAD nears highs on risk aversion, wider yield spreads, and cautious BoC.
Korean won pares losses as hawkish Bank of Korea steadies rates, USD/KRW slips from 1,510

Written on May 29, 2026 at 1:48 am, by davin
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 29, 2026 at 1:47 am, by davin
BEA revised Q1 US GDP growth down to 1.6%, weakening dollar and boosting gold, bonds expectations.