Monthly Archives: May 2026
Standard Chartered Warns Hormuz-Driven Oil Shock Could Hit AI Demand and Semiconductor Supplies
Written on May 19, 2026 at 5:49 am, by davin
Standard Chartered warns Hormuz closure and energy shock may disrupt semiconductors and curb AI spending, demand.
US homebuilder sentiment edges up in May, adding complication to Fed rate-cut expectations
Written on May 19, 2026 at 5:19 am, by davin
May’s NAHB Housing Market Index rose to 37, beating the 35 forecast, indicating improved homebuilder sentiment.
Europe’s Defence Spending Surge Lifts Growth but Risks Stoking Inflation and Higher Rates
Written on May 19, 2026 at 5:19 am, by davin
Europe’s defence spending surge boosts short-term growth but risks inflation, deficits, and long-term industrial shifts.
TD Securities sticks to 4.60% RBA peak call as markets reprice odds of a final hike
Written on May 19, 2026 at 4:49 am, by davin
TD Securities sees RBA cash rate peaking at 4.60%, with next hike likely in August.
China’s April slowdown drags on commodities and yuan as policymakers hold back stimulus
Written on May 19, 2026 at 4:49 am, by davin
China’s April recovery slowed: industrial output and investment weakened, retail sales stalled, youth joblessness rose, policymakers waited.
Goldman keeps $5,400 year-end gold target as prices hover near $4,500 on yield pressures
Written on May 19, 2026 at 4:19 am, by davin
Goldman holds $5,400 gold target; prices near $4,500 as central bank buying supports late-year outlook.
European TTF gas climbs above €50/MWh as Middle East risks stoke LNG supply concerns
Written on May 19, 2026 at 4:19 am, by davin
European gas prices rise above €50/MWh as Middle East risks threaten supply; Asia may boost spot LNG.
EUR/USD Loses Downside Momentum as Rate Expectations and Positioning Temper Dollar Rally
Written on May 19, 2026 at 3:49 am, by davin
EUR/USD slid 1.18 to 1.16, then stabilized as rate expectations and reduced long USD positions supported euro.
US 30-year yields hold above 5% as global bond sell-off sharpens Fed tightening bets
Written on May 19, 2026 at 3:49 am, by davin
US yields rose in bear steepening as 30-year topped 5%; attention shifts to auctions, Fed minutes.
Silver steadies on Iran diplomacy hopes as yields cap gains; later slides despite demand rebound
Written on May 19, 2026 at 3:19 am, by davin
Silver rose to $76.55 as dollar weakened on US-Iran diplomacy hopes, but yields capped gains.
