Monthly Archives: May 2026
TD Securities economists expect the Federal Reserve to hold rates until September, tracking Iran conflict, inflation
Written on May 4, 2026 at 9:26 pm, by josephine
TD Securities expects Fed holds until September; Iran conflict, energy inflation, FOMC divisions may delay cuts.
Commerzbank’s Nguyen says suspected intervention lifted yen, yet markets doubt BoJ inflation resolve and durability of gains
Written on May 4, 2026 at 9:23 pm, by josephine
Unconfirmed intervention lifted yen, but durability depends on Iran war, energy risks, and Bank of Japan policy.
BNY’s Bob Savage says oil prices fluctuate as US Hormuz escorts ease fears, yet attacks resurge
Written on May 4, 2026 at 8:56 pm, by josephine
Oil prices swing on Hormuz attacks, US escorts, and OPEC+ plans to raise June 2026 output.
Societe Generale warns Starmer faces mounting local election risk; poor results may prompt delayed leadership challenge in September
Written on May 4, 2026 at 8:53 pm, by josephine
Societe Generale warns rising political risk as Starmer faces elections, leadership challenge rumors, reshuffle speculation, no successor.
USD/CAD climbs to 1.3617, gaining 0.22%, as Strait of Hormuz tensions bolster the US dollar
Written on May 4, 2026 at 8:26 pm, by josephine
USD/CAD climbed to 1.3617 as Hormuz tensions boosted the dollar; oil rose, jobs reports awaited Friday.
BNP Paribas economists see UK inflation sustaining BoE tightening, while growth halves by 2026 as quarterly gains fade
Written on May 4, 2026 at 8:23 pm, by josephine
BNP Paribas forecasts UK growth slowing in 2026, inflation rising, tighter policy, elevated gilts, steady yen/sterling.
US factory orders rose 1.5% month-on-month in March, exceeding forecasts of a 0.5% increase
Written on May 4, 2026 at 7:56 pm, by josephine
US factory orders climbed 1.5% in March, beating forecasts of a 0.5% month-on-month increase.
Silver begins the week lower near $73.50, falling 2.41% as dollar strength and yields rise
Written on May 4, 2026 at 7:53 pm, by josephine
Silver fell near $73.50 as dollar and yields rose; Hormuz tensions and Fed tightening expectations pressured metals.
TD Securities expect US labour metrics to normalise, forecasting 80k payrolls, 4.3% joblessness and modest wages
Written on May 4, 2026 at 7:32 pm, by josephine
TD Securities sees 80k payroll gains, 4.3% unemployment, modest wage growth, softer services, Fed patience.
Commerzbank’s Pfister sees EUR/CHF climbing soon as euro strengthens and SNB hike expectations diminish, via rhetoric
Written on May 4, 2026 at 7:29 pm, by josephine
Pfister sees EUR/CHF rising as ECB hikes and SNB stays steady, then franc regains strength later.
