Monthly Archives: May 2026
New Zealand Dollar Faces Outflow Shock Ahead of RBNZ, as Carry Appeal Fades
Written on May 27, 2026 at 2:17 am, by davin
NZD softens ahead of RBNZ as record outflow, weaker carry, and growth risks spur bearish positioning.
US dollar mixed as yields rise and markets reprice Fed outlook ahead of PCE data
Written on May 27, 2026 at 2:16 am, by davin
US dollar mixed as hawkish Fed repricing lifts yields; peace-optimism caps demand, PCE and speeches loom.
Case-Shiller March home price growth misses forecasts as high rates fuel Fed cut bets
Written on May 27, 2026 at 1:47 am, by davin
Case-Shiller home prices rose 0.8% in March, missing forecasts, signalling cooling housing and potential Fed cuts.
US Housing Prices Rise 0.1% in March, Cooling Market Bolsters Case for Steady Fed
Written on May 27, 2026 at 1:46 am, by davin
US Housing Price Index rose 0.1% in March, signaling steady cooling; supports Fed pause and lower yields.
USD/CHF rises as Iran tensions lift dollar, Fed hawks firm and SNB seen on hold
Written on May 27, 2026 at 1:17 am, by davin
USD/CHF rises as Iran tensions boost dollar; franc pressured. Fed hawkish, SNB steady; focus confidence, PCE.
Deutsche Bank Eyes Sticky Core PCE as Waller’s Hawkish Tone Bolsters Higher-for-Longer Bets
Written on May 27, 2026 at 1:16 am, by davin
Deutsche Bank expects April core PCE at 0.3%, signaling persistent inflation and reinforcing the Fed’s hawkish stance.
Bank of Canada’s Vincent flags labour market shifts as rate-cut outlook grows less certain
Written on May 27, 2026 at 12:47 am, by davin
Bank of Canada warns structural labour shifts cloud rate decisions, limiting cuts; cautious stance may cap loonie.
Sterling slips as gilt yields fall and BoE hike bets fade, widening Fed policy gap
Written on May 27, 2026 at 12:46 am, by davin
Sterling slipped as UK gilt yields fell, dampening BoE hike bets; traders target further GBP/USD downside.
Chicago Fed activity index rebounds in April, bolstering growth outlook and tempering Fed cut hopes
Written on May 27, 2026 at 12:18 am, by davin
CFNAI rebounded to 0.14 in April, signaling above-trend growth, delaying Fed cuts, supporting risk assets, and dollar.
CFTC data show Aussie dollar longs at 2013 high, raising pullback risk despite softer yields
Written on May 27, 2026 at 12:17 am, by davin
CFTC shows AUD net longs highest since 2013; crowded rally amid soft fundamentals risks pullback; prefer hedges, alternatives.
