Policy

29 May 2026
UOB Sees Thai Helps Thai Plus Buffering 2H2026 Growth, Keeps 2026 GDP View at 1.5%

UOB sees Thai Helps Thai Plus cushioning 2H2026 growth, but keeps 2026 GDP forecast unchanged at 1.5%.

29 May 2026
ABN AMRO Sees One Last BoE ‘Insurance’ Hike, Then Extended Hold with Cuts from 2026

ABN AMRO sees one final BoE “insurance” hike, then prolonged pause; rate cuts likely delayed until late-2026.

29 May 2026
Musalem warns inflation still elevated, questions AI productivity offset as markets reprice for higher rates

Musalem warns inflation stays elevated; AI productivity uncertain; Fed higher-for-longer as markets reprice rates, volatility.

29 May 2026
US new home sales miss April forecast, reinforcing expectations of Federal Reserve rate cuts

April new home sales missed forecasts, signaling cooling economy; markets boost September Fed cut odds, pressuring dollar.

29 May 2026
US New Home Sales Undershoot Forecasts, Fuelling Bets on Fed Cuts and Homebuilder Weakness

April new home sales missed forecasts at 622k, signaling housing cooling, dovish Fed bets, and defensive positioning.

29 May 2026
US April new home sales rise but miss forecasts, fuelling dovish Fed tilt and housing hedge plays

April US new home sales rose to 622,000 but missed 0.67M forecast, boosting dovish Fed expectations.

29 May 2026
UOB sees RBA holding cash rate at 4.35% as inflation cools, tightening bias remains

UOB sees RBA holding 4.35% in June; softer inflation, cooling jobs, high core keep tightening bias.

29 May 2026
Williams flags data-led Fed stance as inflation, tariffs set to peak; Middle East risks linger

John Williams: Fed policy data-driven; inflation/tariffs peaks soon; rates steady, curve steepening trades, weaker dollar outlook.

29 May 2026
US Q1 GDP revised down to 1.6%, weighing on dollar and reinforcing Fed rate-cut expectations

BEA revised Q1 US GDP growth down to 1.6%, weakening dollar and boosting gold, bonds expectations.

29 May 2026
South Africa’s Reserve Bank Holds Rates at 7% as Inflation Persists and Growth Falters

SARB held benchmark rate at 7%, balancing stubborn inflation, weak growth, and external risks; rand volatility expected ease.

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