Monthly Archives: May 2026

US ex-autos retail sales beat forecasts, damping rate-cut bets and fuelling higher-for-longer concerns

Written on May 14, 2026 at 11:49 pm, by

April US retail sales excluding autos rose 0.7% month-on-month, beating forecasts of a 0.6% gain.

US four-week jobless claims edge higher, reinforcing ‘higher for longer’ Fed rate outlook

Written on May 14, 2026 at 11:19 pm, by

U.S. four-week average initial jobless claims edged up to 203.75K for week ending May 8, from 203.25K.

US jobless claims miss forecasts, fuelling rate-cut bets and boosting demand for options hedges

Written on May 14, 2026 at 11:19 pm, by

US jobless claims rose to 211,000 for week ending 8 May, above 205,000 forecast, signalling softer labour.

USD/JPY near two-week high as US inflation lifts dollar and BOJ hike risk fuels volatility

Written on May 14, 2026 at 10:49 pm, by

USD/JPY nears two-week high as strong US data lifts Dollar; BOJ hike expectations support Yen.

TD Securities warns Brent may revisit $150 as inventories fall and supply risks mount

Written on May 14, 2026 at 10:49 pm, by

TD Securities warns oil’s calm may be brief; Brent could hit $150 if supply disruptions return.

Gold treads water near $4,700 as Trump-Xi talks and Fed rate outlook shape demand

Written on May 14, 2026 at 10:20 pm, by

Gold steadies near $4,700 as Trump-Xi talks and higher Fed rate expectations limit upside amid tensions.

Sterling pressured by Labour leadership rumblings as UK inflation keeps Bank of England cautious

Written on May 14, 2026 at 9:50 pm, by

GBP/USD slid to 1.3528 as UK leadership turmoil weighed, despite stronger-than-expected Q1 and March GDP data.

USD/CHF steadies as Trump-Xi focus fades, while options markets eye downside on Fed cuts

Written on May 14, 2026 at 9:49 pm, by

USD/CHF hovered above 0.7800 as Trump-Xi talks, Iran tensions, and US yields shaped sentiment.

China April new bank lending turns negative, fuelling fears of deeper slowdown and risk-off positioning

Written on May 14, 2026 at 9:19 pm, by

China’s April new bank lending fell to minus 10 billion yuan, far below expectations, signalling weak credit demand.

China’s M2 Growth Tops Forecast, Reinforcing Liquidity Support and Lifting China Risk Assets

Written on May 14, 2026 at 9:19 pm, by

China’s M2 money supply grew 8.6% year-on-year in April, slightly above the 8.5% market forecast.

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