Monthly Archives: May 2026
US four-week bill yield edges up to 3.63% as markets pare back Fed cut expectations

Written on May 29, 2026 at 7:17 am, by davin
Treasury four-week bill yield rose to 3.63%, signaling firmer front-end rates, fewer Fed cuts, boosting dollar.
Sterling edges higher as US-Iran ceasefire talks buoy risk mood, dollar pressured by soft data

Written on May 29, 2026 at 6:48 am, by davin
Sterling rebounded as US-Iran ceasefire talks weakened dollar; mixed US data and UK politics capped gains.
UOB Sees Thai Helps Thai Plus Buffering 2H2026 Growth, Keeps 2026 GDP View at 1.5%

Written on May 29, 2026 at 6:47 am, by davin
UOB sees Thai Helps Thai Plus cushioning 2H2026 growth, but keeps 2026 GDP forecast unchanged at 1.5%.
Iran–US conflict and Hormuz export closures buoy oil as underinvestment tightens longer-term supply

Written on May 29, 2026 at 6:17 am, by davin
Iran–US tensions and low inventories lift oil; Hormuz closures tighten supply as underinvestment signals longer-term constraints.
EIA Reports Slower US Gas Storage Build as Output Caps Henry Hub Below $3.00/MMBtu

Written on May 29, 2026 at 6:16 am, by davin
EIA reports 92 Bcf gas storage build; inventories 22% above average, capping prices despite rising LNG, heat.
ABN AMRO Sees One Last BoE ‘Insurance’ Hike, Then Extended Hold with Cuts from 2026

Written on May 29, 2026 at 5:47 am, by davin
ABN AMRO sees one final BoE “insurance” hike, then prolonged pause; rate cuts likely delayed until late-2026.
Dollar Slides, Stocks Rebound as US-Iran Ceasefire Extension and Nuclear Talks Plan Emerges

Written on May 29, 2026 at 5:47 am, by davin
Report: US-Iran 60-day ceasefire extension MOU sparks USD drop; oil bearish, volatility lower; equities bullish.
Musalem warns inflation still elevated, questions AI productivity offset as markets reprice for higher rates

Written on May 29, 2026 at 5:18 am, by davin
Musalem warns inflation stays elevated; AI productivity uncertain; Fed higher-for-longer as markets reprice rates, volatility.
EUR/USD recovers as softer US PCE dents Dollar, while Middle East tensions lift volatility

Written on May 29, 2026 at 5:17 am, by davin
EUR/USD rebounds near 1.1655 as softer US inflation and growth weigh on dollar; volatility and risks rise.
MUFG sees Middle East risk and higher oil prices boosting dollar via hawkish Fed shift

Written on May 29, 2026 at 4:47 am, by davin
Middle East tensions and higher oil boost inflation fears, pushing Fed hawkishness, lifting yields, volatility, and dollar strength.