Markets

2 June 2026
Eurozone HICP Inflation Slumps to 0.1% in May, Bolstering ECB Rate-Cut Expectations

Eurozone May HICP inflation fell to 0.1%, boosting ECB rate-cut odds, weakening euro, supporting equities.

2 June 2026
Societe Generale expects NBP to hold at 3.75% as markets price Polish tightening

Societe Generale sees NBP holding 3.75% through 2026 despite markets pricing 75bp hikes; inflation within target.

2 June 2026
UK M4 money supply growth edges up, bolstering hawkish Bank of England expectations

UK M4 money supply rose to 4.5% in April, boosting hawkish BoE bets, GBP, yields.

2 June 2026
UK consumer lending undershoots forecasts in April, bolstering rate-cut bets and pressuring sterling

UK consumer lending rose £6.2bn in April, missing forecasts, boosting rate-cut bets and pressuring sterling.

2 June 2026
Trump Sees Iran Deal Within Week as Hormuz Tensions Lift WTI and Volatility Outlook

Trump expects Iran deal soon amid Lebanon tensions; oil surges, volatility spikes, traders favor options over futures.

2 June 2026
Brent Slides Below 50-Day Average as $91 Support Tested, April Low in Focus

Brent slips below 50-day average, tests $91/90 support; reclaiming $103 needed to reduce downside risks.

1 June 2026
TD Securities flags Iran headlines and month-end flows as focus shifts to US data-heavy week

Geopolitics and month-end flows drove steepening; focus shifts to volatile data week, weak NFP, firmer ISM.

1 June 2026
US equities hover at record highs as payrolls loom; Berkshire bid lifts homebuilders amid cooling momentum

US stocks hit records as geopolitics ease and oil drops; momentum cools ahead of key jobs data.

1 June 2026
Brent Crude Whipsaws on US-Iran Deal Hopes as Options Volatility Surges

Brent swings on US-Iran deal hopes; May plunge, weekly drop, rebound; options pricey, spreads favored.

1 June 2026
German retail sales fall in April, reinforcing weak consumer demand and bolstering expectations of ECB cut

German retail sales fell 0.3% in April, signaling weak consumer demand and reinforcing expectations for ECB cuts.

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