Bonds

1 June 2026
Dollar firms as Powell defends Fed independence amid rising yields and cautious risk sentiment

Dollar firms as yields rise; Powell defends Fed independence amid political pressure; markets reprice rate-cut odds.

1 June 2026
UK Manufacturing PMI Rises to 53.9 in May, Bolstering Sterling and Weighing on Gilts

UK manufacturing PMI rose to 53.9 May, supporting sterling, pressuring gilts, and boosting UK equities optimism.

1 June 2026
Rabobank Pushes First Fed Cut to October 2026 as Inflation and Oil Prices Stay Elevated

Rabobank shifts Fed outlook: first rate cut now October 2026 as inflation, energy prices stay elevated.

1 June 2026
Germany’s Manufacturing PMI Returns to Expansion, Lifting Outlook for DAX, Euro and Bund Yields

Germany’s May manufacturing PMI hit 50.1, signalling expansion, boosting DAX, euro, yields, while needing confirmation.

1 June 2026
German Retail Sales Fall Slows in April, Supporting DAX and Euro Outlook

German retail sales decline eased to -0.3% in April, boosting optimism for DAX, euro, and yields.

1 June 2026
Australia TD-MI Inflation Gauge Ticks Up, Tempering RBA Rate-Cut Hopes and Backing the Aussie

May’s TD-MI inflation gauge rose to 4.4%, challenging RBA rate-cut hopes, supporting AUD, pressuring equities.

1 June 2026
Australia’s TD-MI Inflation Gauge Turns Negative, Stirring RBA Rate Cut Betting and AUD Pressure

Australia’s TD-MI inflation gauge fell to -0.3% in May, easing pressures and boosting rate-cut expectations.

1 June 2026
Australia’s Manufacturing PMI Beats Forecast, Tempering RBA Rate-Cut Bets and Lifting AUD Outlook

Australia’s May Manufacturing PMI beat forecasts at 50.7, supporting AUD, equities, and arguing against near-term RBA cuts.

30 May 2026
Canada Q1 annualised GDP slips 0.1%, fuelling Bank of Canada rate-cut bets and loonie sell-off

Canada’s GDP fell 0.1%, shifting BoC outlook toward rate cuts, weakening loonie, boosting bonds, volatility.

30 May 2026
German inflation cools in flash estimate, bolstering ECB rate-cut bets and pressuring euro yields

Germany inflation cools in May; HICP undershoots forecasts, boosting ECB cut expectations and supporting bonds, euro puts.

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