Monthly Archives: May 2026
Europe’s ‘global euro moment’ still unearned as fractured markets and savings drag on currency
Written on May 15, 2026 at 10:49 pm, by
Europe nears “global euro moment,” but fragmented capital markets and unused savings still constrain the euro’s role.
Kiwi Holds Firmer as Oil Slides and Fed Pauses, Reversing Last Year’s Risk-Off Rout

Written on May 15, 2026 at 10:20 pm, by
NZD/USD hit two-week lows near 0.5840, pressured by risk-off sentiment, rising yields, weak PMI data.
Trump China, Iran and Taiwan remarks stir markets as dollar pares gains on volatility
Written on May 15, 2026 at 10:19 pm, by
Trump discussed fentanyl with Xi, touted big China purchases, weighed Iran oil sanctions, and Taiwan arms decisions.
SocGen Sees Dollar Index Catch-Up Potential as US Two-Year Yields Surge on Iran Conflict
Written on May 15, 2026 at 9:49 pm, by
Societe Generale sees rising US 2-year yields outpacing peers, suggesting DXY can climb beyond consensus.
Gold slides towards $4,560 as US yield surge and India import tax curb demand

Written on May 15, 2026 at 9:49 pm, by
Gold drops 2% as US inflation data boosts rate-hike bets; higher Indian import tax dampens demand.
Gold extends four-day slide as firmer US data lifts dollar and bolsters hawkish Fed bets

Written on May 15, 2026 at 9:19 pm, by
Gold extends four-day slide near $4,550 as stronger dollar, hawkish Fed bets outweigh geopolitical risks.
Czech central bank hints at cautious stance as markets price hikes, lifting EUR/CZK bias

Written on May 15, 2026 at 9:19 pm, by
CNB governor flags wider deficit, pricey rates; cautious stance weighs on koruna as EUR/CZK nears 24.40.
WTI tops $100 as Trump touts China crude-buy pledge, with Hormuz uncertainty supporting volatility
Written on May 15, 2026 at 8:50 pm, by
WTI topped $100 after Trump-Xi talks; China crude-buy claim unconfirmed; indicators bullish, key resistance at $103.80.
Dollar rally after Trump–Xi summit fades as inflation and Fed politics keep markets range-bound
Written on May 15, 2026 at 8:49 pm, by
Trump–Xi summit lifted dollar; seen as correction. Oil shock may fade. Yields rose; Fed hikes eyed.
Circular AI Economy: Lessons from Cerebras’ IPO

Written on May 15, 2026 at 8:42 pm, by jessica
Cerebras’ IPO is the first major US AI hardware test. Its pricing and early trading reflect where suppliers, customers, and capital intertwine, shaping 2026’s US and global IPO appetites.