Monthly Archives: May 2026
UOB Sees Thai Helps Thai Plus Buffering 2H2026 Growth, Keeps 2026 GDP View at 1.5%
Written on May 28, 2026 at 10:54 pm, by josephine
UOB sees Thai Helps Thai Plus cushioning 2H2026 growth, but keeps 2026 GDP forecast unchanged at 1.5%.
Iran–US conflict and Hormuz export closures buoy oil as underinvestment tightens longer-term supply
Written on May 28, 2026 at 10:27 pm, by josephine
Iran–US tensions and low inventories lift oil; Hormuz closures tighten supply as underinvestment signals longer-term constraints.
EIA Reports Slower US Gas Storage Build as Output Caps Henry Hub Below $3.00/MMBtu
Written on May 28, 2026 at 10:24 pm, by josephine
EIA reports 92 Bcf gas storage build; inventories 22% above average, capping prices despite rising LNG, heat.
ABN AMRO Sees One Last BoE ‘Insurance’ Hike, Then Extended Hold with Cuts from 2026
Written on May 28, 2026 at 9:57 pm, by josephine
ABN AMRO sees one final BoE “insurance” hike, then prolonged pause; rate cuts likely delayed until late-2026.
Dollar Slides, Stocks Rebound as US-Iran Ceasefire Extension and Nuclear Talks Plan Emerges
Written on May 28, 2026 at 9:54 pm, by josephine
Report: US-Iran 60-day ceasefire extension MOU sparks USD drop; oil bearish, volatility lower; equities bullish.
Musalem warns inflation still elevated, questions AI productivity offset as markets reprice for higher rates
Written on May 28, 2026 at 9:27 pm, by josephine
Musalem warns inflation stays elevated; AI productivity uncertain; Fed higher-for-longer as markets reprice rates, volatility.
EUR/USD recovers as softer US PCE dents Dollar, while Middle East tensions lift volatility
Written on May 28, 2026 at 9:24 pm, by josephine
EUR/USD rebounds near 1.1655 as softer US inflation and growth weigh on dollar; volatility and risks rise.
MUFG sees Middle East risk and higher oil prices boosting dollar via hawkish Fed shift
Written on May 28, 2026 at 8:58 pm, by josephine
Middle East tensions and higher oil boost inflation fears, pushing Fed hawkishness, lifting yields, volatility, and dollar strength.
Sterling Steadies as UK Political Risk Premium Fades, EUR/GBP Upside Hinges on Central Banks
Written on May 28, 2026 at 8:54 pm, by josephine
Sterling steadies as UK political risk premium fades; Burnham’s fiscal stance calms markets, capping EUR/GBP near 0.870.
US new home sales miss April forecast, reinforcing expectations of Federal Reserve rate cuts
Written on May 28, 2026 at 7:57 pm, by josephine
April new home sales missed forecasts, signaling cooling economy; markets boost September Fed cut odds, pressuring dollar.
