Live Updates

4

May 2026
Morgan Stanley and Goldman Sachs foresee $1.1 trillion AI spending by 2027, intensifying competition across markets

AI infrastructure spending could hit $1.1T by 2027 as hyperscalers’ capex surges, boosting chips, debt markets.

4

May 2026
MUFG’s Wan says Japan likely intervened, spending ¥5–6 trillion, pushing USD/JPY from 160 towards 157

USD/JPY slid below 157 on suspected Japan intervention; ¥5–6tn spent; outlook hinges on Fed, BoJ hikes.

2

May 2026
Japan’s CFTC JPY non-commercial net positions fell to -102.1K yen, from -94.5K previously

Japan’s CFTC data shows yen non-commercial net positions dropped to ¥-102.1K from ¥-94.5K, deepening shorts.

1

May 2026
DBS economist Chua Han Teng expects Thailand’s central bank to hold 1.00% rates until 2026 amid stagflation shocks

DBS expects Thailand’s policy rate held at 1.00% through 2026 amid stagflation risks, inflation rising.

30

Apr 2026
Following its $555.45 peak, Microsoft entered wave (II), bottoming at $356.07, starting a three-wave correction

Microsoft hit $555.45, dropped to $356.07, then began wave (III); pullback underway above $367.23 pivot.

29

Apr 2026
After Australian CPI results, AUD weakens versus JPY, leaving AUD/JPY pressured around 114.50 in Asian trade

AUD/JPY slipped near 114.50 as softer Australian CPI weighed on AUD; investors await Tokyo inflation data.

29

Apr 2026
Standard Chartered strategists say labour-market slack and weak domestic demand should curb UK second-round inflation effects

UK labour slack and weak demand curb wage and pricing power, lowering second-round inflation risks post-energy shock.

27

Apr 2026
EUR/USD remains above 1.1700 as optimism lifts euro, while weak German GfK sentiment barely affects it

EUR/USD held above 1.1700 despite weak German GfK; markets watched Iran proposal and imminent Fed/ECB decisions.

24

Apr 2026
Baker Hughes reports the US oil rig count has fallen from 410 to 407, marking reduced drilling activity

Baker Hughes said the US oil rig count fell to 407 from 410, down three rigs.

24

Apr 2026
Japan’s core CPI, excluding food and energy, eased to 2.4% year-on-year from 2.5% in March

Japan’s core CPI excluding food and energy rose 2.4% year-on-year in March, easing from 2.5%.

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