Monthly Archives: May 2026
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.
Canada inflation seen at 3.1% as energy lifts headline, while core stays near 2.1%
Written on May 15, 2026 at 8:25 pm, by josephine
Canada’s April inflation seen at 3.1% y/y, 0.6% m/m, driven by energy, base effects.
Gold slides as stronger dollar and higher Treasury yields revive higher-for-longer rate fears
Written on May 15, 2026 at 8:04 pm, by josephine
Gold slid 2.25% to $4,545 as stronger dollar, higher yields boost Fed hike bets; key supports cited.
USD/CAD breaks into mid-1.37s as Fed-BoC divergence lifts dollar despite fair-value gap
Written on May 15, 2026 at 8:01 pm, by josephine
USD/CAD climbs into mid-1.37s, above fair value, breaking resistance; sentiment-driven, eyes 1.3810/20, support 1.3710/20.
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.
US capacity utilisation beats forecasts, complicating Fed rate-cut outlook and lifting Treasury yield pressure
Written on May 15, 2026 at 6:58 pm, by josephine
U.S. capacity utilization rose to 76.1% in April, topping forecasts of 75.8% and signaling stronger factory activity.
US industrial output beats forecasts, reshaping rate-cut bets and boosting cyclical sector outlook
Written on May 15, 2026 at 6:55 pm, by josephine
US industrial production climbed 0.7% in April, beating the 0.3% forecast and signaling stronger factory output.
Silver slides 8% as yields climb, while softer Fed outlook underpins bullish bets
Written on May 15, 2026 at 6:27 pm, by josephine
Silver slid nearly 8% as rising Treasury yields and stronger dollar boosted Fed hike expectations, pressuring bullion.
