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26

May 2026
BNY Drops 2026 Fed Rate-Cut View as Waller Flags Two-Way Risks and Oil Shock Inflation

BNY strategists drop 2026 rate-cut call as hawkish Fed, Hormuz oil disruption boosts inflation risks.

26

May 2026
Dollar steadies as Hormuz tensions temper US-Iran ceasefire hopes and lift demand for havens

Dollar steadies as US-Iran ceasefire hopes fade amid Hormuz tensions; markets hedge via volatility, oil, and gold.

26

May 2026
Brent steadies near $98 as US-Iran strikes test ceasefire and keep Hormuz risk premium elevated

Brent near $98 after U.S. strikes; ceasefire strained, Hormuz at risk, volatility surges, options hedge.

26

May 2026
USD/CAD edges higher on safe-haven dollar demand as Fed hawkishness outweighs firmer crude

USD/CAD near 1.3810 as risk aversion boosts USD; firmer oil supports CAD; Fed hawkish, BoC cautious.

26

May 2026
Sweden PPI jump challenges Riksbank summer rate-cut bets, supporting krona and pressuring equities

Sweden’s April PPI jumped 1.1%, boosting inflation pressure, reducing rate-cut odds, strengthening SEK, and pressuring equities.

26

May 2026
Schnabel warns ECB still needs June rate rise as inflation broadens, clouding euro zone growth outlook

Schnabel signals June ECB hike despite war ending, inflation spreading; favors higher front-end rates, bearish euro, equities.

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