Inflation

27 May 2026
BNP Paribas sees Japan growth cooling in 2026 as BoJ normalisation keeps USD/JPY near 160

BNP Paribas sees Japan growth slowing to 0.5% in 2026; BoJ hikes toward 2% by 2027.

27 May 2026
Markets Brace for RBNZ Hold as July Hike Odds Rise on Persistent Inflation Pressures

Markets eye RBNZ signals for July hike; inflation and tight labor support hawkish bets, boosting NZD.

27 May 2026
Dallas Fed Factory Index Turns Positive, Boosting Cyclicals as Rate-Cut Bets Fade

Dallas Fed Manufacturing Index turns positive in May, boosting cyclical stocks, supporting dollar, dampening volatility expectations.

27 May 2026
BoJ’s Himino Signals Further Rate Rises as Middle East Tensions Cloud Inflation Outlook

BoJ’s Himino signals possible rate hikes; Middle East conflict and inflation risks push markets toward June action.

27 May 2026
Gold slips as dollar and oil rebound after fresh US strikes in Iran cloud ceasefire hopes

Gold slips as Iran strikes boost dollar and oil, dim ceasefire hopes; Fed hike odds pressure prices.

27 May 2026
Rupee Slide and Higher Oil Prices Raise Inflation Risks as RBI Faces Tougher Policy Choices

India faces inflation–FX risks as oil prices surge, rupee weakens; RBI may tighten amid widening deficits.

27 May 2026
BNP Paribas sees UK growth slowing, inflation rising and Bank of England tightening in 2026

BNP Paribas sees UK growth halving in 2026 as Iran-driven inflation lifts, prompting 50bp tightening.

27 May 2026
US dollar mixed as yields rise and markets reprice Fed outlook ahead of PCE data

US dollar mixed as hawkish Fed repricing lifts yields; peace-optimism caps demand, PCE and speeches loom.

27 May 2026
USD/CHF rises as Iran tensions lift dollar, Fed hawks firm and SNB seen on hold

USD/CHF rises as Iran tensions boost dollar; franc pressured. Fed hawkish, SNB steady; focus confidence, PCE.

27 May 2026
Deutsche Bank Eyes Sticky Core PCE as Waller’s Hawkish Tone Bolsters Higher-for-Longer Bets

Deutsche Bank expects April core PCE at 0.3%, signaling persistent inflation and reinforcing the Fed’s hawkish stance.

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