Markets

29 May 2026
US New Home Sales Undershoot Forecasts, Fuelling Bets on Fed Cuts and Homebuilder Weakness

April new home sales missed forecasts at 622k, signaling housing cooling, dovish Fed bets, and defensive positioning.

29 May 2026
US April new home sales rise but miss forecasts, fuelling dovish Fed tilt and housing hedge plays

April US new home sales rose to 622,000 but missed 0.67M forecast, boosting dovish Fed expectations.

29 May 2026
Williams flags data-led Fed stance as inflation, tariffs set to peak; Middle East risks linger

John Williams: Fed policy data-driven; inflation/tariffs peaks soon; rates steady, curve steepening trades, weaker dollar outlook.

29 May 2026
US jobless claims edge up as Dollar Index steadies and markets weigh cooling labour signals

US jobless claims edged up to 215K; rising averages suggest cooling labor market, complicating Fed policy outlook.

28 May 2026
US April personal spending rises 0.5%, bolstering Fed hold outlook and keeping markets range-bound

April US personal spending rose 0.5%, meeting forecasts, supporting steady demand, keeping Fed on hold, volatility subdued.

28 May 2026
US core PCE eases to 3.6% as Fed rate-cut odds slip and volatility risks build

PCE inflation matched forecasts; May core dipped slightly, Fed stays cautious, volatility opportunities emerge amid inverted yield curve.

28 May 2026
TD Securities brings forward July RBNZ rate hike call, still expects four 25bp moves

TD Securities now expects the RBNZ to hike in July, projecting four 25bp moves, capped near 3.50%.

28 May 2026
USD/JPY nears 160 as yield spreads widen, with Japan intervention risk back in focus

USD/JPY nears 160 as yield gaps widen; intervention risk rises; options hedge costs fall; BOJ hike priced.

28 May 2026
Italy business confidence rises to 87.9 in May, topping forecasts and backing tactical risk-on trades

Italy business confidence beat forecasts in May, boosting FTSE MIB, euro optimism, while risks remain.

28 May 2026
Australia Capital Spending Beats Forecasts, Bolstering RBA Higher-for-Longer Rate Outlook

Australia capex beats forecasts: +0.5% quarterly, +6.5% yearly, boosting AUD, equities; rates likely higher longer.

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