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13

May 2026
Dollar firms after hot US CPI lifts yields; focus shifts to PPI and Fed hike odds

Dollar strengthens on hotter CPI, lifting yields and Fed hike bets; focus shifts to upcoming PPI.

12

May 2026
US inflation surprise in April 2025 lifts dollar; cooler 2026 CPI shifts focus to Fed cuts

US inflation hit 3.8% in April as core rose; markets priced higher Fed rates, lifting dollar.

9

May 2026
CFTC data show yen bearish bets cut sharply as BoJ hawkish tilt and softer dollar drive covering

Japan’s CFTC data shows JPY non-commercial net positions improved to ¥-61.7K from ¥-102.1K, still negative.

8

May 2026
US jobs cool as inflation stays sticky, leaving Federal Reserve outlook uncertain and volatility trades favoured

April US payrolls beat forecasts at 115K; unemployment stayed 4.3%, participation dipped, wages rose 3.6%. Dollar fell.

8

May 2026
Austria’s March output rise bolsters European recovery, complicating ECB cuts and lifting equity options appeal

Austria’s industrial production increased 1.7% year-on-year in March, accelerating from February’s 1.1% rise.

8

May 2026
Bank Indonesia Tightens Dollar Purchase Caps and Boosts Rupiah Support via Bonds and NDF Access

Bank Indonesia tightens dollar purchase limits, buys bonds, and enables offshore NDF access to support rupiah.

7

May 2026
Canada’s tariff edge narrows ahead of USMCA review, raising hedging demand for loonie and equities

NBC says Canada’s tariff edge is shrinking; manufacturing is vulnerable, and averages hide provincial and industry risks.

7

May 2026
OCBC flags possible Japan yen-buying intervention as 158 becomes new USD/JPY line in the sand

OCBC says USD/JPY swings hint at yen intervention; lasting change needs BoJ support, lower yields and oil.

7

May 2026
USD/JPY Holds Below 156 as Yen Intervention Risk and BoJ Outlook Offset Weak Dollar

USD/JPY held near mid-156s as yen intervention fears, BoJ outlook, and US-Iran headlines pressured dollar.

6

May 2026
St Louis Fed’s Musalem flags tariff and war uncertainty as inflation risks keep rates in play

St. Louis Fed’s Musalem says tariffs and war add uncertainty as inflation risks rise; rates may stay.

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