Live Updates

19

May 2026
UK gilt yields top nominal GDP as Hormuz blockade lifts oil, stoking bond rout and pound risk

Global bond selloff lifts yields above GDP growth; Hormuz risks, shrinking oil buffers pressure UK, pound.

19

May 2026
Standard Chartered Warns Hormuz-Driven Oil Shock Could Hit AI Demand and Semiconductor Supplies

Standard Chartered warns Hormuz closure and energy shock may disrupt semiconductors and curb AI spending, demand.

19

May 2026
US homebuilder sentiment edges up in May, adding complication to Fed rate-cut expectations

May’s NAHB Housing Market Index rose to 37, beating the 35 forecast, indicating improved homebuilder sentiment.

19

May 2026
Europe’s Defence Spending Surge Lifts Growth but Risks Stoking Inflation and Higher Rates

Europe’s defence spending surge boosts short-term growth but risks inflation, deficits, and long-term industrial shifts.

19

May 2026
TD Securities sticks to 4.60% RBA peak call as markets reprice odds of a final hike

TD Securities sees RBA cash rate peaking at 4.60%, with next hike likely in August.

19

May 2026
China’s April slowdown drags on commodities and yuan as policymakers hold back stimulus

China’s April recovery slowed: industrial output and investment weakened, retail sales stalled, youth joblessness rose, policymakers waited.

19

May 2026
Goldman keeps $5,400 year-end gold target as prices hover near $4,500 on yield pressures

Goldman holds $5,400 gold target; prices near $4,500 as central bank buying supports late-year outlook.

19

May 2026
European TTF gas climbs above €50/MWh as Middle East risks stoke LNG supply concerns

European gas prices rise above €50/MWh as Middle East risks threaten supply; Asia may boost spot LNG.

19

May 2026
EUR/USD Loses Downside Momentum as Rate Expectations and Positioning Temper Dollar Rally

EUR/USD slid 1.18 to 1.16, then stabilized as rate expectations and reduced long USD positions supported euro.

19

May 2026
US 30-year yields hold above 5% as global bond sell-off sharpens Fed tightening bets

US yields rose in bear steepening as 30-year topped 5%; attention shifts to auctions, Fed minutes.

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