Policy

15 May 2026
NOK/SEK extends rally as Norges Bank stays hawkish while Riksbank cuts, Rabobank targets 1.06

NOK/SEK up 11% YTD as hawkish Norges Bank and energy exports boost krone; Rabobank targets 1.02.

14 May 2026
US four-week jobless claims edge higher, reinforcing ‘higher for longer’ Fed rate outlook

U.S. four-week average initial jobless claims edged up to 203.75K for week ending May 8, from 203.25K.

14 May 2026
US jobless claims miss forecasts, fuelling rate-cut bets and boosting demand for options hedges

US jobless claims rose to 211,000 for week ending 8 May, above 205,000 forecast, signalling softer labour.

14 May 2026
BoJ’s Masu warns Iran-driven energy shock could outstrip 1973 crisis, fuelling stagflation fears

BoJ’s Masu warns Iran war energy shock could exceed 1973, urges attention; says inflation pressures persist.

14 May 2026
Lane Signals Faster ECB Response as Iran-Driven Energy Shock Lifts Eurozone Inflation Risks

Philip Lane warns Iran-driven energy shock may lift prices; overshoot size and persistence will determine policy response.

14 May 2026
Lane warns Iran-linked energy shock may keep ECB policy restrictive as euro tests key averages

Philip Lane warned Iran-war energy shocks may need restrictive ECB policy; EUR/USD rebounded above key averages.

14 May 2026
Kashkari Warns Hormuz Disruption Could Keep US Inflation Sticky, Fed Seen Holding Rates Higher Longer

Kashkari warned Hormuz closure could raise inflation, reaffirmed 2% target, said labour market lukewarm, outlook uncertain.

14 May 2026
US Core PPI Surges to 5.2% in April, Driving Markets to Price Higher Fed Rates

U.S. core Producer Price Index climbed 5.2% year-on-year in April, beating expectations of 4.3% forecast.

13 May 2026
Reuters poll shows economists eye June ECB rate rise, with further 2026 hikes increasingly priced

Reuters poll: most economists expect ECB to raise deposit rate 25 bps to 2.25% in June.

13 May 2026
India’s April inflation undershoots forecasts as food prices rise and RBI easing looks set to fade

India’s April CPI rose 3.5%, undershooting forecasts; food inflation climbed, while core prices held steady.

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