Monthly Archives: May 2026
Hormuz blockade tightens oil supply, Brent near $100 with $150 risk and stagflation fears
Written on May 7, 2026 at 6:23 pm, by josephine
Hormuz disruption cuts 9–10 mbpd; Brent nears $100, could hit $150, fueling inflation, stagflation, gold pressure.
US Unit Labour Costs Slow to 2.3%, Bolstering Dovish Fed Bets and Supporting Equities
Written on May 7, 2026 at 5:26 pm, by josephine
US unit labour costs rose 2.3% annualized in Q1, down from 4.4%, indicating easing labor cost pressures.
US Continuing Jobless Claims Miss Forecast, Underpinning ‘Higher for Longer’ Fed Rate Outlook
Written on May 7, 2026 at 5:23 pm, by josephine
US continuing jobless claims fell to 1.766 million, under 1.8 million forecast, indicating fewer recipients than expected.
US four-week jobless claims average falls, reinforcing higher-for-longer Fed stance and delaying cuts
Written on May 7, 2026 at 4:55 pm, by josephine
US four-week average initial jobless claims dropped to 203.25K ending May 1, from 207.5K previously.
US jobless claims fall to 200,000, Fed cut odds ease as ‘higher for longer’ view builds
Written on May 7, 2026 at 4:53 pm, by josephine
US initial jobless claims totaled 200,000 in week ending May 1, beating forecasts by 5,000 overall.
Sterling Tests 1.2500 as Elections Raise Fiscal Credibility Doubts and Spur Downside Hedging
Written on May 7, 2026 at 4:26 pm, by josephine
GBP/USD climbs as UK elections test Starmer; Labour weak, Greens surge fears, fiscal credibility pressures Pound outlook.
NBP holds rates at 3.75% as zloty steadies and bond yields retain risk premium
Written on May 7, 2026 at 4:23 pm, by josephine
Poland’s central bank held rates at 3.75%, with markets expecting no changes through 2026. Glapiński awaited.
Mexico core inflation rises 0.31% in April, supporting Banxico’s steady policy path and peso carry
Written on May 7, 2026 at 3:53 pm, by josephine
Mexico’s core inflation rose 0.31% in April, matching forecasts and indicating steady monthly underlying price gains.
Mexico inflation undershoots forecast, bolstering Banxico June cut bets and shifting peso trading strategies
Written on May 7, 2026 at 3:31 pm, by josephine
Mexico’s annual inflation eased to 4.45% in April, slightly below the 4.5% market forecast.
Mexico inflation undershoots forecasts, fuelling Banxico rate-cut bets and weighing on peso carry trades
Written on May 7, 2026 at 3:28 pm, by josephine
Mexico’s April headline inflation rose 0.2%, below the 0.25% forecast, signaling weaker-than-expected monthly price pressures.
