Monthly Archives: May 2026
Koruna Under Pressure as Central European Rate-Hike Bets Fade; Focus Shifts to Polish Inflation
Written on May 28, 2026 at 5:24 pm, by josephine
Softer CEE rate outlook weakens koruna; Hungary reprices easing, Poland inflation rises; favor EUR/CZK up and PLN outperformance.
US PCE inflation rises to 3.8% as April data fuels higher-for-longer Fed outlook
Written on May 28, 2026 at 4:27 pm, by josephine
April PCE inflation re-accelerated to 3.8% y/y, boosting “higher-for-longer” fears, volatility, and dollar-supporting rate-hike odds.
US jobless claims edge up as Dollar Index steadies and markets weigh cooling labour signals
Written on May 28, 2026 at 4:24 pm, by josephine
US jobless claims edged up to 215K; rising averages suggest cooling labor market, complicating Fed policy outlook.
US continuing jobless claims edge up to 1.786m, bolstering case for a more dovish Fed
Written on May 28, 2026 at 4:04 pm, by josephine
Continuing jobless claims edged above forecasts, hinting softer labor market, cooling momentum, and increasing rate-cut expectations.
US GDP Price Index Eases to 3.5% as Markets Recalibrate Fed Pause Odds
Written on May 28, 2026 at 4:00 pm, by josephine
US GDP price index eases to 3.5%, signaling cooling inflation, boosting pause expectations and risk-asset positioning opportunities.
US Income Growth Stalls in April, Raising Rate-Cut Bets and Shifting Investor Positioning
Written on May 28, 2026 at 3:57 pm, by josephine
April US personal income stalled at 0%, missing forecasts, signaling weakening consumers and boosting bets on rate cuts.
US core PCE surprise reinforces higher-for-longer Fed stance, pressuring equities and boosting dollar
Written on May 28, 2026 at 3:54 pm, by josephine
US core PCE hits 4.4% in Q1, boosting “higher-for-longer” Fed bets; equities pressured, volatility and dollar rise.
US April personal spending rises 0.5%, bolstering Fed hold outlook and keeping markets range-bound
Written on May 28, 2026 at 2:57 pm, by josephine
April US personal spending rose 0.5%, meeting forecasts, supporting steady demand, keeping Fed on hold, volatility subdued.
US core PCE eases to 3.6% as Fed rate-cut odds slip and volatility risks build
Written on May 28, 2026 at 2:54 pm, by josephine
PCE inflation matched forecasts; May core dipped slightly, Fed stays cautious, volatility opportunities emerge amid inverted yield curve.
US Q1 GDP growth slows to 1.6%, bolstering rate-cut bets and hedging demand across markets
Written on May 28, 2026 at 2:27 pm, by josephine
US Q1 GDP grew 1.6%, missing forecasts, boosting rate-cut bets and prompting hedges in equities, dollar.
