Inflation

27 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.

27 May 2026
Sterling slips below 1.3500 as US-Iran tensions lift dollar and UK gilt yields fall

Sterling slid versus dollar as US-Iran tensions fueled risk-off flows; softer UK yields and PCE awaited.

27 May 2026
Sterling slips as Iran tension lifts dollar and Fed outlook diverges from Bank of England

Sterling fell as US-Iran tensions and hawkish Fed bets boosted dollar demand; GBP/USD dropped near 1.3444.

27 May 2026
S&P 500 and Nasdaq hit records as chip surge leaves Dow lagging ahead of PCE data

Memorial Day return saw tech-led records, Dow lagging; Micron surge, oil volatility, and PCE threaten downside.

27 May 2026
TD Securities sees Fed on hold into 2026 as Iran-driven oil shock keeps US inflation elevated

TD Securities expects Fed on hold amid Iran-driven stagflation, supporting a higher-for-longer stance and stronger dollar.

27 May 2026
USD/CAD pares gains as higher oil supports loonie, while Iran tensions underpin US dollar

USD/CAD near 1.3800 as Middle East tensions boost USD, higher oil supports CAD; volatility ahead.

27 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.

27 May 2026
Markets Brace for RBNZ Hold as July Hike Odds Rise on Persistent Inflation Pressures

Markets eye RBNZ signals for July hike; inflation and tight labor support hawkish bets, boosting NZD.

27 May 2026
Dallas Fed Factory Index Turns Positive, Boosting Cyclicals as Rate-Cut Bets Fade

Dallas Fed Manufacturing Index turns positive in May, boosting cyclical stocks, supporting dollar, dampening volatility expectations.

27 May 2026
BoJ’s Himino Signals Further Rate Rises as Middle East Tensions Cloud Inflation Outlook

BoJ’s Himino signals possible rate hikes; Middle East conflict and inflation risks push markets toward June action.

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