Monthly Archives: May 2026
TD Securities says AUD/USD upside fades as RBA hikes 25bps to 4.35%, Bullock hints pausing
Written on May 5, 2026 at 9:58 pm, by
RBA hikes 25bp to 4.35% on 8–1 vote; AUD constructive, AUD/NZD eyeing 1.24; US data resilient.
NBC strategists Marion and Dahms expect euro gains despite geopolitical risk, energy costs, and weak growth ahead
Written on May 5, 2026 at 9:58 pm, by
NBC sees euro uneven near-term on geopolitical risks, high energy prices, weak growth; modest year-end gains expected.
Societe Generale strategists observe AUD/USD retreating as the RBA lifted rates to 4.35% then paused
Written on May 5, 2026 at 9:28 pm, by
AUD/USD dips below 0.7150 as RBA hikes to 4.35% but signals pause; key supports remain.
Spain’s 12-month Letras auction yield rose to 2.635%, up from the prior reading of 2.611%

Written on May 5, 2026 at 9:27 pm, by
Spain’s 12-month Letras auction yield climbed to 2.635%, rising 0.024 points from the prior 2.611%.
Spain’s six-month Letras yield eased to 2.357%, slipping slightly from the prior 2.362% at auction

Written on May 5, 2026 at 8:58 pm, by
Spain’s Treasury sold six-month Letras bills at 2.357% yield, down 0.005 points from prior auction.
Commerzbank’s Pfister expects sterling’s recent gains to fade, amid BoE rate uncertainty and political risks

Written on May 5, 2026 at 8:57 pm, by
Commerzbank warns sterling’s rally may fade as BoE rate expectations and UK political risks shift soon.
Commerzbank says the RBA raised rates to 4.35%, prioritising inflation risks, but the Australian dollar stayed weak
Written on May 5, 2026 at 8:30 pm, by
RBA lifts rates to 4.35%, prioritizing inflation risks; forecasts higher inflation, lower growth, threatening AUD weakness.
Brazil’s Fipe IPC inflation eased to 0.4% in April, down from the prior 0.59% reading
Written on May 5, 2026 at 8:28 pm, by
Brazil’s FIPE IPC inflation eased to 0.4% in April, down from 0.59% in the prior period.
DBS’s Radhika Rao says portfolio outflows and oil prices weaken INR, pushing USD/INR towards 95.00 handle
Written on May 5, 2026 at 7:58 pm, by
Rupee weakened toward 95 on foreign outflows and risk-off mood; high oil, El Nino fueled inflation concerns.
Gold rises above $4,550 after rebounding from a month-low, though hawkish bets and firm USD cap gains

Written on May 5, 2026 at 7:58 pm, by
Gold rebounded above $4,550 as Gulf tensions simmered, but strong dollar and rate-hike expectations limited gains.