Policy

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.

26 May 2026
BNY Drops 2026 Fed Rate-Cut View as Waller Flags Two-Way Risks and Oil Shock Inflation

BNY strategists drop 2026 rate-cut call as hawkish Fed, Hormuz oil disruption boosts inflation risks.

26 May 2026
Sweden PPI jump challenges Riksbank summer rate-cut bets, supporting krona and pressuring equities

Sweden’s April PPI jumped 1.1%, boosting inflation pressure, reducing rate-cut odds, strengthening SEK, and pressuring equities.

26 May 2026
Schnabel warns ECB still needs June rate rise as inflation broadens, clouding euro zone growth outlook

Schnabel signals June ECB hike despite war ending, inflation spreading; favors higher front-end rates, bearish euro, equities.

26 May 2026
BoJ’s new inflation gauge tops 2% target, fuelling yen hike bets as USD/JPY hovers near 159

BoJ’s new inflation gauge hit 2.8% in April, boosting hike bets as USD/JPY hovers near 159.

26 May 2026
UK BRC shop price inflation tops forecasts, bolstering higher-for-longer Bank of England stance

May UK BRC Shop Price Index rose 1.2% versus 1.1%, signalling sticky inflation, delaying BoE cuts.

26 May 2026
US Dollar slips below 99 as US-Iran deal talk eases oil and Fed fears

Dollar slips below 99 as US-Iran deal hopes ease oil, inflation fears; focus shifts to confidence data.

26 May 2026
Bank of Korea Seen Turning Hawkish as Won Weakens, Markets Price 125bp of Tightening

Bank of Korea may hold at 2.50% yet sound hawkish, defending won amid weakness, inflation, energy-driven pressures.

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