Volatility

29 May 2026
Iran–US conflict and Hormuz export closures buoy oil as underinvestment tightens longer-term supply

Iran–US tensions and low inventories lift oil; Hormuz closures tighten supply as underinvestment signals longer-term constraints.

29 May 2026
Dollar Slides, Stocks Rebound as US-Iran Ceasefire Extension and Nuclear Talks Plan Emerges

Report: US-Iran 60-day ceasefire extension MOU sparks USD drop; oil bearish, volatility lower; equities bullish.

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
EUR/USD recovers as softer US PCE dents Dollar, while Middle East tensions lift volatility

EUR/USD rebounds near 1.1655 as softer US inflation and growth weigh on dollar; volatility and risks rise.

29 May 2026
MUFG sees Middle East risk and higher oil prices boosting dollar via hawkish Fed shift

Middle East tensions and higher oil boost inflation fears, pushing Fed hawkishness, lifting yields, volatility, and dollar strength.

29 May 2026
Sterling Steadies as UK Political Risk Premium Fades, EUR/GBP Upside Hinges on Central Banks

Sterling steadies as UK political risk premium fades; Burnham’s fiscal stance calms markets, capping EUR/GBP near 0.870.

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
Strait of Hormuz Closure Keeps Oil Above $125, Squeezing Swiss Industry and Driving Volatility Trades

Strait of Hormuz closure sustains energy shock, squeezing Swiss industry; elevated volatility creates opportunities in options, pairs trades.

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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