Inflation

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
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
USD/CHF rises as Iran tensions lift dollar, Fed hawks firm and SNB seen on hold

USD/CHF rises as Iran tensions boost dollar; franc pressured. Fed hawkish, SNB steady; focus confidence, PCE.

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
Sterling slips as gilt yields fall and BoE hike bets fade, widening Fed policy gap

Sterling slipped as UK gilt yields fell, dampening BoE hike bets; traders target further GBP/USD downside.

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
RBNZ Set to Hold Rates as Inflation Bias Keeps NZD/USD in Focus

RBNZ expected to hold at 2.25% but stay hawkish on inflation, supporting NZD/USD upside in coming weeks.

26 May 2026
Weak capital inflows weigh on rupee as India’s current account deficit widens, ING says

Fuel subsidies curb inflation, but weak capital inflows pressure INR; CAD widens modestly, RBI reserves support stabilization.

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