Policy

9 May 2026
IMD sees below-average monsoon as El Niño risk tests agriculture, while RBI set to hold rates

India forecasts 2026 monsoon 8% below average; El Niño, heatwaves threaten crops, prices; RBI likely holds rates.

9 May 2026
Wells Fargo Sees US CPI Firm, Reinforcing Higher-for-Longer Rates as Energy and Services Bite

Wells Fargo sees April CPI firming: headline 3.8%, core 2.9%, with elevated energy and shelter.

9 May 2026
Canada sheds 18,000 jobs as unemployment hits 6.9%, fuelling Bank of Canada rate-cut bets

Canada shed 18,000 jobs in April; unemployment rose to 6.9% amid weak hiring and higher participation.

9 May 2026
CNB holds rates with dovish tilt as NBP flags inflation risks, keeping koruna and zloty range-bound

CNB and NBP held rates; Czech signals wait-and-see, Poland warns inflation risks, limiting tightening and FX gains.

9 May 2026
Canada sheds 18,000 jobs as unemployment rises, curbing bets on Bank of Canada hikes in 2026

Canada lost 18,000 jobs in April, unemployment rose to 6.9%, reducing expectations for BoC hikes.

8 May 2026
TD Securities Sees April US CPI Accelerating, While Markets Brace for Higher-for-Longer Fed Rates

TD Securities forecasts April US CPI rising: core 0.38% m/m (2.8% y/y); headline 0.56% (3.7%).

8 May 2026
US Consumer Credit Surge Clouds July Fed Cut Odds, Signals Higher Volatility and Potential Financial Stress

US consumer credit surged $24.86bn in March, nearly doubling forecasts, beating expected $12.5bn rise by $12.36bn.

8 May 2026
US Consumer Credit Surges in March, Undermining Summer Fed Cut Bets and Pressuring Tech Shares

US consumer credit jumped $24.86bn in March, nearly doubling forecasts of a $12.5bn increase.

8 May 2026
Banxico Holds Rates at 6.5%, Keeping Peso Carry Trade in Focus Amid Inflation Watch

Banxico held Mexico’s key interest rate at 6.5%, matching expectations and keeping policy unchanged from its previous announcement.

8 May 2026
Standard Chartered sees BSP staying hawkish, flags off-cycle 50bp hike as inflation tops 7%

Standard Chartered expects BSP to stay hawkish as growth softens, with inflation driving policy and possible off-cycle hike.

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