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4

May 2026
Commerzbank says oil boosts CAD briefly, but weak economy and USMCA talks limit USD/CAD falls till Q4

Oil boosts Canadian Dollar temporarily; lasting strength needs economic improvement, clearer BoC hikes, and resolved USMCA talks.

4

May 2026
EUR/JPY hovers near 184.00, dipping 0.04%, reflecting Eurozone resilience versus intervention-backed Yen demand

EUR/JPY near 184.00 as upbeat Eurozone data and ECB stance offset safe-haven Yen demand.

4

May 2026
HSBC Asset Management says US equities hit highs, keep valuation premium, with 2026 profit growth forecast 15%

Global valuations look fuller: US stays pricey but justified, Taiwan most expensive; Korea discounted; Brazil rerated.

4

May 2026
Societe Generale expects Bank Rate to stay at 3.75% until 2026, after 8–1 MPC vote, unless US-Iran conflict drives hikes

BoE holds 3.75% rate; economists see stability through 2026, but conflict-driven energy spikes could prompt rises.

4

May 2026
UOB strategists expect the ECB to maintain policy, delivering one 25-basis-point rate rise in June

UOB sees ECB mostly steady, one June hike; inflation peaks 2026, energy risks, conflict modest growth hit.

4

May 2026
Risk-averse mood strengthens the US Dollar, pushing AUD/USD below 0.7227, near 0.7200 in Europe

AUD/USD eased near 0.7200 as safe-haven USD rose; markets await RBA decision amid inflation and Hormuz tensions.

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