Monthly Archives: May 2026
US New Home Sales Undershoot Forecasts, Fuelling Bets on Fed Cuts and Homebuilder Weakness
Written on May 28, 2026 at 7:54 pm, by josephine
April new home sales missed forecasts at 622k, signaling housing cooling, dovish Fed bets, and defensive positioning.
US April new home sales rise but miss forecasts, fuelling dovish Fed tilt and housing hedge plays
Written on May 28, 2026 at 7:30 pm, by josephine
April US new home sales rose to 622,000 but missed 0.67M forecast, boosting dovish Fed expectations.
UOB sees RBA holding cash rate at 4.35% as inflation cools, tightening bias remains
Written on May 28, 2026 at 7:27 pm, by josephine
UOB sees RBA holding 4.35% in June; softer inflation, cooling jobs, high core keep tightening bias.
Strait of Hormuz Closure Keeps Oil Above $125, Squeezing Swiss Industry and Driving Volatility Trades
Written on May 28, 2026 at 7:24 pm, by josephine
Strait of Hormuz closure sustains energy shock, squeezing Swiss industry; elevated volatility creates opportunities in options, pairs trades.
Williams flags data-led Fed stance as inflation, tariffs set to peak; Middle East risks linger
Written on May 28, 2026 at 6:27 pm, by josephine
John Williams: Fed policy data-driven; inflation/tariffs peaks soon; rates steady, curve steepening trades, weaker dollar outlook.
USD/CAD hits fresh highs as US–Canada yield gap and risk aversion weigh on the loonie
Written on May 28, 2026 at 6:24 pm, by josephine
Canadian dollar slips as USD/CAD nears highs on risk aversion, wider yield spreads, and cautious BoC.
Korean won pares losses as hawkish Bank of Korea steadies rates, USD/KRW slips from 1,510
Written on May 28, 2026 at 5:57 pm, by josephine
USD/KRW eased toward 1,500 as BoK held rates, turned hawkish, boosting growth and inflation forecasts.
US Q1 GDP revised down to 1.6%, weighing on dollar and reinforcing Fed rate-cut expectations
Written on May 28, 2026 at 5:54 pm, by josephine
BEA revised Q1 US GDP growth down to 1.6%, weakening dollar and boosting gold, bonds expectations.
South Africa’s Reserve Bank Holds Rates at 7% as Inflation Persists and Growth Falters
Written on May 28, 2026 at 5:29 pm, by josephine
SARB held benchmark rate at 7%, balancing stubborn inflation, weak growth, and external risks; rand volatility expected ease.
Russia’s central bank reserves fall $15.1bn to $753.8bn, raising rouble volatility and rate-hike bets
Written on May 28, 2026 at 5:27 pm, by josephine
Russia’s reserves fell $15.1bn to $753.8bn, raising ruble volatility fears and rate-hike expectations, pressuring equities.
