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Monthly Archives: May 2026

Europe’s Defence Spending Surge Lifts Growth but Risks Stoking Inflation and Higher Rates

Written on May 18, 2026 at 9:55 pm, by

Europe’s defence spending surge boosts short-term growth but risks inflation, deficits, and long-term industrial shifts.

TD Securities sticks to 4.60% RBA peak call as markets reprice odds of a final hike

Written on May 18, 2026 at 9:52 pm, by

TD Securities sees RBA cash rate peaking at 4.60%, with next hike likely in August.

China’s April slowdown drags on commodities and yuan as policymakers hold back stimulus

Written on May 18, 2026 at 9:49 pm, by

China’s April recovery slowed: industrial output and investment weakened, retail sales stalled, youth joblessness rose, policymakers waited.

Goldman keeps $5,400 year-end gold target as prices hover near $4,500 on yield pressures

Written on May 18, 2026 at 8:57 pm, by

Goldman holds $5,400 gold target; prices near $4,500 as central bank buying supports late-year outlook.

European TTF gas climbs above €50/MWh as Middle East risks stoke LNG supply concerns

Written on May 18, 2026 at 8:54 pm, by

European gas prices rise above €50/MWh as Middle East risks threaten supply; Asia may boost spot LNG.

EUR/USD Loses Downside Momentum as Rate Expectations and Positioning Temper Dollar Rally

Written on May 18, 2026 at 8:52 pm, by

EUR/USD slid 1.18 to 1.16, then stabilized as rate expectations and reduced long USD positions supported euro.

US 30-year yields hold above 5% as global bond sell-off sharpens Fed tightening bets

Written on May 18, 2026 at 8:50 pm, by

US yields rose in bear steepening as 30-year topped 5%; attention shifts to auctions, Fed minutes.

Silver steadies on Iran diplomacy hopes as yields cap gains; later slides despite demand rebound

Written on May 18, 2026 at 7:51 pm, by

Silver rose to $76.55 as dollar weakened on US-Iran diplomacy hopes, but yields capped gains.

Sterling Seen Under Pressure as UK Political Uncertainty and Gilt Rout Spur MUFG’s Short GBP/CHF View

Written on May 18, 2026 at 7:49 pm, by

Hardman warns pound may weaken as UK political uncertainty rises, pressuring gilts; MUFG stays short GBP/CHF.

USD/CHF holds near highs as Iran talks ease dollar demand and Fed-SNB gap supports upside

Written on May 18, 2026 at 7:23 pm, by

USD/CHF consolidates near two-week highs as risk sentiment improves; bullish wedge breakout holds, with resistance 0.7930.

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