Monthly Archives: May 2026
OCBC sees fragile US–Iran ceasefire driving divergent Asian FX, pressuring oil importers, supporting tech currencies
Written on May 6, 2026 at 10:58 pm, by
OCBC sees mixed Asian FX: oil-linked currencies pressured; tech-linked TWD, KRW resilient amid fragile US–Iran truce.
AMD leads mixed AI earnings as investors watch whether Nasdaq-100 holds early gap-up gains

Written on May 6, 2026 at 10:29 pm, by
AMD led AI earnings; SMCI missed revenue but guided higher; Navitas grew, as Nasdaq-100 gap-up risks fade.
WTI slumps towards $91 as US-Iran deal hopes curb Hormuz risk premium
Written on May 6, 2026 at 10:28 pm, by
WTI slid nearly 9% to $91 as US-Iran talks eased Hormuz risk, despite inventory draws.
Copper rebounds above $13,000 as ceasefire calm offsets high LME stocks and supply risks
Written on May 6, 2026 at 9:58 pm, by
Copper rebounded above $13,000 as ceasefire eased risk; high inventories capped gains; stronger demand needed.
US-Iran Deal Talks Lift Risk Appetite, Pressure Oil and Volatility as Hormuz Restrictions Ease
Written on May 6, 2026 at 9:58 pm, by
US, Iran near deal easing Hormuz transit; enrichment moratorium, sanctions relief, funds release; markets risk-on, gold surges.
Silver jumps 5.4% to $76.78 as Gold/Silver ratio slides, industrial demand and dollar weakness underpin rally

Written on May 6, 2026 at 9:29 pm, by
Silver climbs to $76.78, up 5.42% day-over-day; year-to-date gains 8%; gold/silver ratio dips.
RBA’s 4.35% Hold Keeps Aussie Dollar Top G10 Carry as Fed Cuts Widen Yield Gap
Written on May 6, 2026 at 9:28 pm, by
RBA hiked 25 bps to 4.35%, likely pausing; Australian dollar’s high carry may support performance.
Rabobank sees BoE hike bets overdone as UK growth slows, labour slack lifts EUR/GBP

Written on May 6, 2026 at 8:58 pm, by
Rabobank says markets overprice BoE hikes; expects one move as UK growth weakens, labour loosens.
Eurozone PPI Upside Bolsters Hawkish ECB Bets, Lifts Bund Yields and Supports the Euro

Written on May 6, 2026 at 8:58 pm, by
Eurozone March producer prices rose 3.4% month-on-month, slightly above the 3.3% forecast, indicating faster inflation.
Markets ride Middle East headlines, yen intervention fears and US jobs data as dollar slips

Written on May 6, 2026 at 8:29 pm, by
Markets swung on Middle East news, yen intervention; dollar fell, oil slid, gold surged, jobs awaited.