Policy

22 May 2026
Barkin Flags Fed Guidance Caution as AI and Inflation Uncertainty Fuels Data-Driven Trading

Barkin warns against strong Fed forward guidance amid uncertainty over inflation, jobs, and AI’s labour impact.

22 May 2026
Bank Indonesia delivers 50bp rate hike to 5.25% to bolster rupiah, flags further tightening

Bank Indonesia unexpectedly hiked rates 50bp to 5.25% to defend rupiah, curb inflation; more rises possible.

22 May 2026
Euro area PMI rebound shifts ECB focus to rate cuts as inflation cools and volatility ebbs

Euro area composite PMI fell to 47.5 in May as Gulf conflict lifts costs, deepening contraction.

22 May 2026
Barkin says Fed policy well placed as consumer spending holds and rate path hinges on data

Barkin says Fed policy is well positioned; future rate moves depend on consumer spending, business responses, inflation expectations.

22 May 2026
Standard Chartered sees RBI lifting FY27 repo rate to 5.75% as inflation and rupee pressures build

Standard Chartered sees RBI hiking FY27 repo to 5.75% on inflation risks, weak rupee, global yields.

22 May 2026
Bank Indonesia’s 50bp surprise rate rise backs rupiah as USD/IDR momentum fades

Bank Indonesia unexpectedly hiked rates to 5.25% to defend rupiah, curb imported inflation; USD/IDR momentum cools.

22 May 2026
Hungarian Forint Faces Depreciation as Government Prioritises Lower Yields Ahead of MNB Decision

Post-election Hungarian positions look stretched; markets await MNB decision as government targets cheaper debt, not forint strength.

22 May 2026
Eurozone PMI slump and energy-driven inflation keep ECB on course for June rate rise amid Gulf risks

Eurozone PMI drops signal weak Q2 growth, but rising input costs strain ECB; June hike likely, energy risks.

21 May 2026
US Building Permits Beat Forecast in April, Strengthening Housing Outlook and Clouding Fed Rate-Cut Path

US building permits rose to 1.442M in April, beating the 1.39M forecast by 0.052M month-on-month.

21 May 2026
US jobless claims average slips to 202,500, clouding Fed rate-cut expectations amid low volatility

US four-week average initial jobless claims fell to 202.5K in week ending May 15, down 1.25K.

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