Monthly Archives: April 2026
Dallas Fed President Lorie Logan says weak payroll growth persists; balance-sheet expansion can still meet public needs

Written on April 3, 2026 at 5:54 am, by davin
Logan says Fed should focus on economy, accept balance sheet growth, keep ample reserves, and monitor inflation risks.
As sellers lose grip below $4,600, gold rebounds, helped by easing dollar and Treasury yields

Written on April 3, 2026 at 5:54 am, by davin
Gold rebounds near $4,660 as Hormuz talks lift sentiment; Fed rate-hold outlook pressures; key technical levels.
Gold rebounds after sellers cannot keep it below $4,600, aided by softer dollar and yields

Written on April 3, 2026 at 5:53 am, by davin
Gold rebounds near $4,660 as dollar, yields soften; Hormuz tensions and Fed hold expectations shape outlook.
Geoff Yu says Poland’s central bank cut rates, underplaying war-driven inflation risks amid rising repricing fears

Written on April 3, 2026 at 5:24 am, by davin
BNY warns Poland’s rate cut ignored Iran conflict inflation risks; CEE data muted, ECB/BoE tightening priced too high.
BNY’s Geoff Yu says Poland’s March rate cut misjudged war-linked inflation, heightening policy repricing risks

Written on April 3, 2026 at 5:24 am, by davin
BNY warns Polish rate-cut expectations may be repriced as conflict-driven inflation risks rise, especially after March NBP cut.
Commerzbank’s Tatha Ghose says energy shocks undermined PMI gains across Poland, Czechia and Hungary, despite Germany’s recovery signals
Written on April 3, 2026 at 5:23 am, by davin
Commerzbank saw Central European PMIs improving, but Iran war-driven energy shock now threatens region and Germany.
Commerzbank’s Tatha Ghose says energy shocks offset Poland, Czech and Hungarian PMI gains, despite German support
Written on April 3, 2026 at 5:23 am, by davin
Commerzbank saw improving CEE PMIs tied to Germany, but Iran war energy shock dims outlook now.
Amid volatile trading and Middle East tensions, EUR/GBP rises slightly, yet sustained buying remains limited

Written on April 3, 2026 at 4:54 am, by davin
EUR/GBP hovered near one-month highs as Middle East tensions, oil risks and rate expectations drove volatility.
Amid volatile markets and Middle East tensions, EUR/GBP rises slightly, yet gains lack sustained momentum

Written on April 3, 2026 at 4:54 am, by davin
EUR/GBP nears one-month highs as Middle East tensions lift oil, complicating ECB and BoE rate outlooks.
The US EIA reported a 36B natural gas storage rise, under forecasts of 38B during March 27
Written on April 3, 2026 at 4:53 am, by davin
US EIA reported natural gas storage rose 36B on 27 March, missing forecasts by 2B.