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5

May 2026
Commerzbank’s Pfister expects sterling’s recent gains to fade, amid BoE rate uncertainty and political risks

Commerzbank warns sterling’s rally may fade as BoE rate expectations and UK political risks shift soon.

5

May 2026
Commerzbank says the RBA raised rates to 4.35%, prioritising inflation risks, but the Australian dollar stayed weak

RBA lifts rates to 4.35%, prioritizing inflation risks; forecasts higher inflation, lower growth, threatening AUD weakness.

5

May 2026
Brazil’s Fipe IPC inflation eased to 0.4% in April, down from the prior 0.59% reading

Brazil’s FIPE IPC inflation eased to 0.4% in April, down from 0.59% in the prior period.

5

May 2026
DBS’s Radhika Rao says portfolio outflows and oil prices weaken INR, pushing USD/INR towards 95.00 handle

Rupee weakened toward 95 on foreign outflows and risk-off mood; high oil, El Nino fueled inflation concerns.

5

May 2026
Gold rises above $4,550 after rebounding from a month-low, though hawkish bets and firm USD cap gains

Gold rebounded above $4,550 as Gulf tensions simmered, but strong dollar and rate-hike expectations limited gains.

5

May 2026
TD Securities expects USD/JPY to consolidate near 157.00 in Q2 2026 after Japan’s MoF intervention sparked 3% fall

USD/JPY slid 3% after Japan intervention; TD expects consolidation near 157.00, with 160.00 limiting gains.

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