Monthly Archives: May 2026
PBOC Sets Weaker USD/CNY Fix, Reinforcing Expectations of Further Yuan Depreciation
Written on May 18, 2026 at 2:25 am, by josephine
PBOC set USD/CNY fix at 6.8435, outlines policy goals, governance, tools, and China’s private banks landscape.
Rightmove house price growth accelerates, fuelling rate-cut doubts and sterling upside potential
Written on May 18, 2026 at 12:55 am, by josephine
Rightmove reports UK asking house prices rose 1.2% in May, accelerating from April’s 0.8% increase.
Rightmove index shows UK house price falls easing, bolstering sterling and shifting rate-cut bets
Written on May 18, 2026 at 12:27 am, by josephine
UK Rightmove House Price Index improved in May, rising year-on-year to -0.3% from -0.9%, easing decline.
Taiwan export orders seen robust as tech demand and TWD strength bolster growth outlook
Written on May 16, 2026 at 4:27 am, by josephine
Taiwan’s growth stays driven by tech export demand; orders rise strongly, though slowing, amid higher prices overall.
Japan Data in Focus as Yen Weakens, BOJ Seen Waiting Until July for Rate Rise
Written on May 15, 2026 at 8:56 pm, by josephine
Japan’s 1Q GDP, trade and CPI are due; growth firm, consumption weak, BoJ hike likely July.
London turns to platinum as WPIC forecast points to fourth straight annual supply deficit
Written on May 15, 2026 at 8:27 pm, by josephine
London shifts focus to platinum as WPIC forecasts another supply deficit, shrinking inventories and weaker automotive demand.
US industrial output jumps 0.7% in April, boosting dollar and testing rate-cut expectations
Written on May 15, 2026 at 7:59 pm, by josephine
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 15, 2026 at 7:56 pm, by josephine
Rabobank model suggests short Hormuz disruption boosts prices; yearlong closure depletes Europe buffers, forcing demand cuts.
China Aluminium Output Tops Caps as Gulf Disruptions Drain Stocks and Fuel Price Volatility
Written on May 15, 2026 at 6:25 pm, by josephine
China’s aluminium output exceeded caps amid strong prices; inventories may tighten, risking deficits, bottlenecks, and volatility.
Circular AI Economy: Lessons from Cerebras’ IPO
Written on May 15, 2026 at 12:42 pm, by
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.
