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 davin
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 davin
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 davin
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 davin
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 davin
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 davin
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 davin
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 davin
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 davin
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.
