Policy

8 May 2026
Daly sees steady inflation expectations as Fed holds rates and markets reprice easing bets

Daly says inflation expectations stable, wage gains align with 2% goal; Fed holds rates, watches Iran conflict.

8 May 2026
New York Fed survey flags rising short-term inflation expectations as markets pivot towards rate cuts

New York Fed survey: US households see 12-month inflation rising to 3.6%, longer-term expectations unchanged.

8 May 2026
US 4-Week T-Bill Yield Edges Higher, Reinforcing Market Bets on Delayed Fed Cuts

Four-week U.S. Treasury bill auction yield rose to 3.61%, up 0.01 points from 3.60%.

8 May 2026
Cleveland Fed’s Hammack flags Iran war and petrol-driven inflation risks, backing neutral rates stance

Cleveland Fed’s Hammack cites uncertainty, Iran war risks, and price pressures, supporting neutral stance and steady rates.

8 May 2026
US Continuing Jobless Claims Miss Forecast, Underpinning ‘Higher for Longer’ Fed Rate Outlook

US continuing jobless claims fell to 1.766 million, under 1.8 million forecast, indicating fewer recipients than expected.

8 May 2026
US four-week jobless claims average falls, reinforcing higher-for-longer Fed stance and delaying cuts

US four-week average initial jobless claims dropped to 203.25K ending May 1, from 207.5K previously.

8 May 2026
US jobless claims fall to 200,000, Fed cut odds ease as ‘higher for longer’ view builds

US initial jobless claims totaled 200,000 in week ending May 1, beating forecasts by 5,000 overall.

7 May 2026
NBP holds rates at 3.75% as zloty steadies and bond yields retain risk premium

Poland’s central bank held rates at 3.75%, with markets expecting no changes through 2026. Glapiński awaited.

7 May 2026
Mexico core inflation rises 0.31% in April, supporting Banxico’s steady policy path and peso carry

Mexico’s core inflation rose 0.31% in April, matching forecasts and indicating steady monthly underlying price gains.

7 May 2026
Mexico inflation undershoots forecast, bolstering Banxico June cut bets and shifting peso trading strategies

Mexico’s annual inflation eased to 4.45% in April, slightly below the 4.5% market forecast.

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