About: davin
Recent Posts by davin
Canada’s April inflation jump lifts headline, but core cooling keeps Bank of Canada on hold
April Canada inflation rose on energy and base effects; core cooled, easing pressures, supporting unchanged Bank rates.
Trump floats renewed Iran strikes, fuelling oil and volatility hedging as deal talk tempers risk-off sentiment
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
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
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’
UAE leaving OPEC may weaken cartel, boost output, increase supply, and push structurally lower oil prices.
