Derivatives

27 May 2026
Rupee Slide and Higher Oil Prices Raise Inflation Risks as RBI Faces Tougher Policy Choices

India faces inflation–FX risks as oil prices surge, rupee weakens; RBI may tighten amid widening deficits.

27 May 2026
BNP Paribas sees UK growth slowing, inflation rising and Bank of England tightening in 2026

BNP Paribas sees UK growth halving in 2026 as Iran-driven inflation lifts, prompting 50bp tightening.

27 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.

27 May 2026
US dollar mixed as yields rise and markets reprice Fed outlook ahead of PCE data

US dollar mixed as hawkish Fed repricing lifts yields; peace-optimism caps demand, PCE and speeches loom.

27 May 2026
US Housing Prices Rise 0.1% in March, Cooling Market Bolsters Case for Steady Fed

US Housing Price Index rose 0.1% in March, signaling steady cooling; supports Fed pause and lower yields.

27 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.

27 May 2026
Bank of Canada’s Vincent flags labour market shifts as rate-cut outlook grows less certain

Bank of Canada warns structural labour shifts cloud rate decisions, limiting cuts; cautious stance may cap loonie.

27 May 2026
Chicago Fed activity index rebounds in April, bolstering growth outlook and tempering Fed cut hopes

CFNAI rebounded to 0.14 in April, signaling above-trend growth, delaying Fed cuts, supporting risk assets, and dollar.

26 May 2026
MUFG Sees RBNZ Holding Rates but Striking Hawkish Tone, Lifting NZD on Higher OCR Path

MUFG expects RBNZ to hold rates, signal hawkishness, lift forecasts; NZD gains on positioning, softer USD.

26 May 2026
AUD/USD slips into consolidation as UOB turns neutral, eyes 0.7150–0.7185 range

AUD/USD failed above 0.7175, shifting to neutral amid consolidation, with ranges 0.7150–0.7185 and 0.7100–0.7215.

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