Monthly Archives: May 2026
Trump floats renewed Iran strikes, fuelling oil and volatility hedging as deal talk tempers risk-off sentiment
Written on May 20, 2026 at 6:49 am, by davin
Trump said US may restart attacks on Iran, undecided, claiming Iran seeks deal; also mentioned Cuba needs help.
Germany’s Mittelstand pivots to defence and aerospace as China squeezes autos and chemicals
Written on May 20, 2026 at 6:49 am, by davin
Germany pivots from autos/chemicals to defence, aerospace and electronics as China competition rises; orders surge despite risks.
US Treasury yields climb as oil-led inflation fears lift term premia and challenge Fed cut outlook
Written on May 20, 2026 at 6:20 am, by davin
Treasury yields surged as oil-driven inflation fears and deficit worries lift term premiums, delaying Fed cut expectations.
UAE’s OPEC exit boosts supply, pressures crude as traders brace for regional oil ‘stacks’
Written on May 20, 2026 at 6:19 am, by davin
UAE leaving OPEC may weaken cartel, boost output, increase supply, and push structurally lower oil prices.
Euro slips against loonie as oil surge offsets softer Canadian inflation, focus turns to Eurozone HICP
Written on May 20, 2026 at 5:49 am, by davin
Euro slips versus Canadian dollar as oil rallies; soft Canadian inflation tempers BoC, Eurozone CPI awaited.
New Zealand GDT Price Index Rise Slows as China Demand Softens, Weighing on NZD
Written on May 20, 2026 at 5:49 am, by davin
New Zealand’s Global Dairy Trade Price Index rose 0.6%, slowing from a previous 1.5% increase.
TD Securities sees USD/CAD supported near 1.37 as Canada inflation cools and jobs data weakens
Written on May 20, 2026 at 5:21 am, by davin
TD Securities sees USD/CAD supported near 1.37 through Q2 2026 on softer Canadian inflation, jobs.
Sterling Edges Lower as UK Data Looms, with GBP/USD Range Risks and Options in Focus
Written on May 20, 2026 at 5:19 am, by davin
GBP/USD dips 0.1% as UK data looms; politics steadies sentiment; range seen 1.3350–1.3450.
BBH Sees DXY Testing Above 100 as Fed Stays Restrictive and Foreign Inflows Support Dollar
Written on May 20, 2026 at 4:49 am, by davin
BBH’s Elias Haddad sees DXY breaking 100 on strong growth, Fed tightening, and foreign demand.
Nasdaq 100 Slides as 30-Year Yields Hit 19-Year High Ahead of Nvidia Earnings
Written on May 20, 2026 at 4:49 am, by davin
NASDAQ 100 dropped 1.4% as surging 30-year Treasury yields and inflation fears pressured growth stocks.
