Monthly Archives: May 2026

US Unit Labour Costs Slow to 2.3%, Bolstering Dovish Fed Bets and Supporting Equities

Written on May 8, 2026 at 12:58 am, by

US unit labour costs rose 2.3% annualized in Q1, down from 4.4%, indicating easing labor cost pressures.

US Continuing Jobless Claims Miss Forecast, Underpinning ‘Higher for Longer’ Fed Rate Outlook

Written on May 8, 2026 at 12:58 am, by

US continuing jobless claims fell to 1.766 million, under 1.8 million forecast, indicating fewer recipients than expected.

US four-week jobless claims average falls, reinforcing higher-for-longer Fed stance and delaying cuts

Written on May 8, 2026 at 12:29 am, by

US four-week average initial jobless claims dropped to 203.25K ending May 1, from 207.5K previously.

US jobless claims fall to 200,000, Fed cut odds ease as ‘higher for longer’ view builds

Written on May 8, 2026 at 12:28 am, by

US initial jobless claims totaled 200,000 in week ending May 1, beating forecasts by 5,000 overall.

Sterling Tests 1.2500 as Elections Raise Fiscal Credibility Doubts and Spur Downside Hedging

Written on May 7, 2026 at 11:59 pm, by

GBP/USD climbs as UK elections test Starmer; Labour weak, Greens surge fears, fiscal credibility pressures Pound outlook.

NBP holds rates at 3.75% as zloty steadies and bond yields retain risk premium

Written on May 7, 2026 at 11:58 pm, by

Poland’s central bank held rates at 3.75%, with markets expecting no changes through 2026. Glapiński awaited.

Mexico core inflation rises 0.31% in April, supporting Banxico’s steady policy path and peso carry

Written on May 7, 2026 at 11:28 pm, by

Mexico’s core inflation rose 0.31% in April, matching forecasts and indicating steady monthly underlying price gains.

Mexico inflation undershoots forecast, bolstering Banxico June cut bets and shifting peso trading strategies

Written on May 7, 2026 at 10:58 pm, by

Mexico’s annual inflation eased to 4.45% in April, slightly below the 4.5% market forecast.

Mexico inflation undershoots forecasts, fuelling Banxico rate-cut bets and weighing on peso carry trades

Written on May 7, 2026 at 10:58 pm, by

Mexico’s April headline inflation rose 0.2%, below the 0.25% forecast, signaling weaker-than-expected monthly price pressures.

Sterling edges higher as dollar weakens on Iran peace hopes, with payrolls in focus

Written on May 7, 2026 at 10:29 pm, by

GBP/USD rises to 1.3620 as dollar weakens on US-Iran deal hopes; markets await US payrolls data.

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