Policy

20 May 2026
China aluminium output hits record as inventories swell, boosting downside risks for prices

China’s aluminium output hits records, yet weak demand swells inventories; supply growth outpaces consumption despite higher exports.

20 May 2026
US Pending Home Sales Return to Growth as Lower Mortgage Rates Lift Housing Demand

US pending home sales increased 3.2% year-on-year in April, reversing March’s decline as signed contracts rose.

19 May 2026
Canada CPI undershoots forecast, fuelling June Bank of Canada rate-cut bets and weighing loonie

Canada’s Consumer Price Index rose 0.4% in April, missing forecasts of 0.6% and signalling slower inflation.

19 May 2026
Trump set to swear in Warsh as Fed chair as markets price late-year rate rise

Trump to swear in Kevin Warsh as Fed chair after Senate approval amid rising inflation concerns.

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
USD/CHF holds near highs as Iran talks ease dollar demand and Fed-SNB gap supports upside

USD/CHF consolidates near two-week highs as risk sentiment improves; bullish wedge breakout holds, with resistance 0.7930.

18 May 2026
Lagarde strikes vigilant tone at G7 as bond sell-off and oil risks cloud euro outlook

Lagarde addressed global bond sell-off at G7; Dombrovskis urged Strait of Hormuz reopening; ECB policy recap.

16 May 2026
ING sees Bank Indonesia poised for rate rise as rupiah weakness fuels currency stability focus

ING expects Bank Indonesia to raise rates 25 bps, prioritising rupiah stability amid widening US-Indonesia rate gap.

16 May 2026
Russia April CPI Miss Spurs Rate-Cut Bets, Pressuring Rouble and Lifting OFZs

Russia’s April CPI rose 0.14% month-on-month, undershooting forecasts of 0.3% and signalling slower inflation.

16 May 2026
Colombia Q1 GDP meets forecasts as cautious rate-cut outlook keeps peso rangebound

Colombia’s GDP rose 2.2% year-on-year in the first quarter, meeting expectations and signaling steady economic growth.

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