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15

May 2026
US industrial output jumps 0.7% in April, boosting dollar and testing rate-cut expectations

US industrial production rose 0.7% in April, beating forecasts; manufacturing gained, capacity utilisation edged higher, dollar firm.

15

May 2026
Rabobank Warns Hormuz Disruption Would Lift Oil Prices, With Europe Shortages Only on Prolonged Closure

Rabobank model suggests short Hormuz disruption boosts prices; yearlong closure depletes Europe buffers, forcing demand cuts.

15

May 2026
China Aluminium Output Tops Caps as Gulf Disruptions Drain Stocks and Fuel Price Volatility

China’s aluminium output exceeded caps amid strong prices; inventories may tighten, risking deficits, bottlenecks, and volatility.

15

May 2026
South Korea’s KOSPI rally tests 10,000 as AI boom meets labour and redistribution risks

KOSPI surges on AI, sparking debate over inequality, housing, taxes, strikes, and 10,000 target hopes.

15

May 2026
Turkey’s Budget Deficit Widens in April, Pressuring Lira and Raising Rate-Hike Risks

Turkey’s budget deficit widened in April, with the balance falling to -338.7B from -229.9B previously.

15

May 2026
Italy inflation undershoots forecasts, bolstering ECB cut bets and weighing on the euro

Italy’s CPI rose 2.7% year-on-year in April, slightly below the 2.8% forecast, easing inflation.

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