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Monthly Archives: May 2026

Copper hits LME record as US tariff deadline nears, stockpiling tightens global supply

Written on May 15, 2026 at 3:26 pm, by

Copper hits record above $14,000/tonne as energy transition demand, looming US tariffs and tight supply support prices.

Europe’s ‘global euro moment’ still unearned as fractured markets and savings drag on currency

Written on May 15, 2026 at 3:23 pm, by

Europe nears “global euro moment,” but fragmented capital markets and unused savings still constrain the euro’s role.

Kiwi Holds Firmer as Oil Slides and Fed Pauses, Reversing Last Year’s Risk-Off Rout

Written on May 15, 2026 at 2:25 pm, by

NZD/USD hit two-week lows near 0.5840, pressured by risk-off sentiment, rising yields, weak PMI data.

Trump China, Iran and Taiwan remarks stir markets as dollar pares gains on volatility

Written on May 15, 2026 at 2:23 pm, by

Trump discussed fentanyl with Xi, touted big China purchases, weighed Iran oil sanctions, and Taiwan arms decisions.

SocGen Sees Dollar Index Catch-Up Potential as US Two-Year Yields Surge on Iran Conflict

Written on May 15, 2026 at 2:01 pm, by

Societe Generale sees rising US 2-year yields outpacing peers, suggesting DXY can climb beyond consensus.

Gold slides towards $4,560 as US yield surge and India import tax curb demand

Written on May 15, 2026 at 1:58 pm, by

Gold drops 2% as US inflation data boosts rate-hike bets; higher Indian import tax dampens demand.

Gold extends four-day slide as firmer US data lifts dollar and bolsters hawkish Fed bets

Written on May 15, 2026 at 1:56 pm, by

Gold extends four-day slide near $4,550 as stronger dollar, hawkish Fed bets outweigh geopolitical risks.

Czech central bank hints at cautious stance as markets price hikes, lifting EUR/CZK bias

Written on May 15, 2026 at 1:53 pm, by

CNB governor flags wider deficit, pricey rates; cautious stance weighs on koruna as EUR/CZK nears 24.40.

Circular AI Economy: Lessons from Cerebras’ IPO

Written on May 15, 2026 at 1:20 pm, by

Cerebras’ IPO is the first major US AI hardware test. Its pricing and early trading reflect where suppliers, customers, and capital intertwine, shaping 2026’s US and global IPO appetites.

WTI tops $100 as Trump touts China crude-buy pledge, with Hormuz uncertainty supporting volatility

Written on May 15, 2026 at 12:55 pm, by

WTI topped $100 after Trump-Xi talks; China crude-buy claim unconfirmed; indicators bullish, key resistance at $103.80.

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