Monthly Archives: May 2026
USD/CAD breaks into mid-1.37s as Fed-BoC divergence lifts dollar despite fair-value gap
Written on May 16, 2026 at 3:49 am, by davin
USD/CAD climbs into mid-1.37s, above fair value, breaking resistance; sentiment-driven, eyes 1.3810/20, support 1.3710/20.
US industrial output jumps 0.7% in April, boosting dollar and testing rate-cut expectations
Written on May 16, 2026 at 3:19 am, by davin
US industrial production rose 0.7% in April, beating forecasts; manufacturing gained, capacity utilisation edged higher, dollar firm.
Rabobank Warns Hormuz Disruption Would Lift Oil Prices, With Europe Shortages Only on Prolonged Closure
Written on May 16, 2026 at 3:19 am, by davin
Rabobank model suggests short Hormuz disruption boosts prices; yearlong closure depletes Europe buffers, forcing demand cuts.
US capacity utilisation beats forecasts, complicating Fed rate-cut outlook and lifting Treasury yield pressure
Written on May 16, 2026 at 2:49 am, by davin
U.S. capacity utilization rose to 76.1% in April, topping forecasts of 75.8% and signaling stronger factory activity.
US industrial output beats forecasts, reshaping rate-cut bets and boosting cyclical sector outlook
Written on May 16, 2026 at 2:49 am, by davin
US industrial production climbed 0.7% in April, beating the 0.3% forecast and signaling stronger factory output.
Silver slides 8% as yields climb, while softer Fed outlook underpins bullish bets
Written on May 16, 2026 at 2:20 am, by davin
Silver slid nearly 8% as rising Treasury yields and stronger dollar boosted Fed hike expectations, pressuring bullion.
China Aluminium Output Tops Caps as Gulf Disruptions Drain Stocks and Fuel Price Volatility
Written on May 16, 2026 at 2:19 am, by davin
China’s aluminium output exceeded caps amid strong prices; inventories may tighten, risking deficits, bottlenecks, and volatility.
S&P 500 Rally Falters Near 6,200 as Sellers Emerge and Downside Protection Gains Appeal
Written on May 16, 2026 at 1:49 am, by davin
S&P 500’s rally looks vulnerable as selling increases, signalling fading momentum and risk of deeper pullback.
Russia’s reserves hit $771bn, buoying rouble and complicating sanctions while lifting oil and hedging demand
Written on May 16, 2026 at 1:49 am, by davin
Russia’s central bank reserves climbed to $771bn from $757.5bn, marking a $13.5bn increase overall.
USD/JPY Extends Rally as Higher US Yields and Fed Tightening Bets Keep Yen Under Pressure
Written on May 16, 2026 at 1:20 am, by davin
USD/JPY nears 158.55 as strong US data lifts yields, rate-hike odds; Japan inflation, intervention cap gains.
