Policy

26 May 2026
Hungary’s central bank seen holding rates as euro-convergence trade supports forint carry appeal

BBH expects Hungary’s central bank to hold 6.25%, supporting forint carry trades and euro-convergence optimism.

25 May 2026
BNY Sees SARB Leading Emerging Market Tightening Cycle as Repo Rate Heads Back to 7.0%

BNY expects SARB to lead emerging-market tightening, hiking repo to 7% to defend rand, stabilize bonds.

25 May 2026
Takaichi to Fund Summer Energy Bill Caps with Extra Budget, Deficit Bonds as Yen Hovers Near 159

Japan plans ¥3tn extra budget for summer energy subsidies, issuing bonds; yen pressured as USD/JPY nears 160.

25 May 2026
Rupee Under Pressure as RBI Steps Up Support, June Rate Hike Speculation Builds

USD/INR slid as oil and dollar demand pressured INR; RBI intervened, may hike June 5, boosting volatility.

25 May 2026
Warsh’s Fed Chair debut signals retreat from forward guidance, raising rate and dollar volatility risks

Warsh sworn in as Fed Chair; reduces forward guidance, dot plots; hot PCE risks volatility and market uncertainty.

25 May 2026
Singapore April inflation undershoots forecasts, easing MAS tightening expectations and tempering Singapore dollar outlook

Singapore April CPI rose 1.8%, below forecast, easing MAS tightening pressure and supporting equities amid softer inflation.

25 May 2026
NZD/USD holds near 0.5870 as NZ rate outlook clouds, US-Iran optimism softens dollar

NZD/USD held near 0.5870 as USD softened; RBNZ rate-cut risks grow amid weak data, Fed hawkish.

25 May 2026
CFTC Data Show Euro Net Longs Ease as US Resilience Widens Policy Divergence

Euro net longs fell to 33.5K from 40.2K, signaling softer sentiment amid weakening Eurozone data.

22 May 2026
USD/TRY hits record high as Turkish political turmoil and hawkish Fed shift weigh on lira

USD/TRY hit record 45.7778 as Turkish political uncertainty and hawkish Fed expectations weakened the lira.

22 May 2026
Dollar edges higher as US-Iran draft deal reported, while markets await Fed rate guidance

Dollar edges higher near 99.25 amid US–Iran draft deal reports; Fed steady, technical resistance 99.52.

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