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Monthly Archives: May 2026

Oracle Rises as AI Backlog Defends Capex

Written on May 14, 2026 at 4:20 am, by

Oracle gains as Wedbush backs AI capex, with cloud backlog, chip momentum and Fed risk in focus.

Lane Signals Faster ECB Response as Iran-Driven Energy Shock Lifts Eurozone Inflation Risks

Written on May 14, 2026 at 3:55 am, by

Philip Lane warns Iran-driven energy shock may lift prices; overshoot size and persistence will determine policy response.

South Korean won slides on oil, yields and equity outflows; USD/KRW tests 1500 resistance

Written on May 14, 2026 at 3:53 am, by

Korean won leads Asian declines; USD/KRW volatile near 1493 as oil, yields, outflows lift upside risks.

Lane warns Iran-linked energy shock may keep ECB policy restrictive as euro tests key averages

Written on May 14, 2026 at 3:26 am, by

Philip Lane warned Iran-war energy shocks may need restrictive ECB policy; EUR/USD rebounded above key averages.

Gold slips below $4,700 as PPI jump lifts Treasury yields and dollar, capping haven demand

Written on May 14, 2026 at 3:23 am, by

Gold slips to $4,699 as US PPI surges, yields and dollar rise, Fed seen holding rates.

BNP Paribas Warns Indonesia Fuel Subsidies Risk 2026 Deficit Breach, Rupiah Pressure and Funding Strain

Written on May 14, 2026 at 2:55 am, by

BNP warns Indonesia’s fuel subsidies may lift deficit above 3% in 2026, debt vulnerable to yields.

Kashkari Warns Hormuz Disruption Could Keep US Inflation Sticky, Fed Seen Holding Rates Higher Longer

Written on May 14, 2026 at 2:53 am, by

Kashkari warned Hormuz closure could raise inflation, reaffirmed 2% target, said labour market lukewarm, outlook uncertain.

USD/JPY lifts as firmer dollar and higher oil prices weigh on yen, Fed hike bets build

Written on May 14, 2026 at 2:25 am, by

USD/JPY rose near 157.87 as strong dollar, higher oil, and hot US inflation pressured yen.

USD/CAD Holds Near 1.3700 as US Yields Firm and Oil Temper Canadian Dollar Support

Written on May 14, 2026 at 2:23 am, by

USD/CAD steady near 1.3700 as strong USD and higher oil support CAD; inflation lifts yields, delays cuts.

Silver buoyed by Chinese physical demand as CTA buying cools and SHFE traders stay net buyers

Written on May 13, 2026 at 7:28 pm, by

Silver trades firm as East-led demand strengthens; SHFE buying and Chinese premiums support prices beyond CTAs.

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