Monthly Archives: May 2026

BNY iFlow Carry indicator dips as investors trim high-yield EM currencies amid rate-cut hints

Written on May 7, 2026 at 8:59 am, by

BNY’s iFlow Carry briefly turned negative as high-yield currencies sold broadly, sparking emerging-market carry profit-taking fears.

Dollar rebounds against yen as intervention fears linger, with oil risks and rate gaps in focus

Written on May 7, 2026 at 8:58 am, by

USD/JPY rebounded after suspected Japanese intervention, while dollar softened on US-Iran deal hopes; oil risks buoyed yen.

South Korea Inflation Hits 21-Month High, Fuel Caps Mute Pressure as BoK Turns More Hawkish

Written on May 7, 2026 at 8:28 am, by

South Korea April inflation hit 2.6%, highest in 21 months; food fell, energy surged; rates may rise.

Goolsbee flags Fed debate on productivity’s inflation impact as markets brace for volatility spike

Written on May 7, 2026 at 8:28 am, by

Chicago Fed’s Goolsbee says the Fed debates productivity effects on inflation, as expectations-driven spending could raise prices.

Trump’s China Visit Seen Extending Tariff Truce, Keeping Markets Range-Bound

Written on May 7, 2026 at 7:58 am, by

Trump’s China visit aims to steady ties, extend tariff truce, and pursue limited, practical trade concessions.

WTI slides as US-Iran talks ease Hormuz supply fears despite supportive US stock drawdown

Written on May 7, 2026 at 7:58 am, by

WTI slid to $92.30 as US-Iran diplomatic progress eased supply fears; Trump paused Strait operation.

Wall Street rallies on US-Iran deal hopes as oil slides and chip stocks surge

Written on May 7, 2026 at 7:28 am, by

US stocks surged on US-Iran deal hopes; oil fell; semiconductors rallied; AMD soared; yields stayed supported.

BNY’s Yu warns crowded Latin American total-return trade unwinds as Mexico peso hedging rises

Written on May 7, 2026 at 7:28 am, by

Latin America FX and equities seen as one trade; currencies overheld, bond positions reversing unevenly, Mexico hedging rises.

Silver jumps above $77 on US-Iran deal hopes as dollar and yields retreat

Written on May 7, 2026 at 6:58 am, by

Silver jumps 5.5% near $77 as US-Iran deal hopes weaken dollar, oil, yields; upside capped.

Sterling climbs as US-Iran deal hopes weaken dollar, despite strong jobs data

Written on May 7, 2026 at 6:58 am, by

GBP/USD jumped 0.59% as Axios reported US-Iran deal hopes, weakening dollar despite strong US jobs data.

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