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27

May 2026
India’s WPI surge widens gap with CPI as oil costs threaten inflation pass-through

India caps fuel pass-through, containing CPI, but surging WPI signals looming spillover, driving hawkish RBI, volatility.

26

May 2026
US 2-year Treasury auction yield jumps as hawkish Fed expectations push short-term funding costs higher

Treasury 2-year auction yield jumps to 4.071%, reinforcing hawkish Fed outlook; investors hedge with rates, equity puts.

26

May 2026
Societe Generale sees Hormuz closure pushing Brent towards $200 as inventories slide and recession deepens

SocGen stress case: Hormuz shut through 2026, inventories plunge, Brent near $200; traders eye calls, spreads.

26

May 2026
BNP Paribas sees Japan growth cooling in 2026 as BoJ normalisation keeps USD/JPY near 160

BNP Paribas sees Japan growth slowing to 0.5% in 2026; BoJ hikes toward 2% by 2027.

26

May 2026
New Zealand Dollar Faces Outflow Shock Ahead of RBNZ, as Carry Appeal Fades

NZD softens ahead of RBNZ as record outflow, weaker carry, and growth risks spur bearish positioning.

26

May 2026
Deutsche Bank Eyes Sticky Core PCE as Waller’s Hawkish Tone Bolsters Higher-for-Longer Bets

Deutsche Bank expects April core PCE at 0.3%, signaling persistent inflation and reinforcing the Fed’s hawkish stance.

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