Monthly Archives: May 2026
TD Securities sees Fed on hold into 2026 as Iran-driven oil shock keeps US inflation elevated
Written on May 26, 2026 at 10:23 pm, by josephine
TD Securities expects Fed on hold amid Iran-driven stagflation, supporting a higher-for-longer stance and stronger dollar.
USD/CAD pares gains as higher oil supports loonie, while Iran tensions underpin US dollar
Written on May 26, 2026 at 10:20 pm, by josephine
USD/CAD near 1.3800 as Middle East tensions boost USD, higher oil supports CAD; volatility ahead.
BNP Paribas sees Japan growth cooling in 2026 as BoJ normalisation keeps USD/JPY near 160
Written on May 26, 2026 at 9:52 pm, by josephine
BNP Paribas sees Japan growth slowing to 0.5% in 2026; BoJ hikes toward 2% by 2027.
Canadian dollar steady as USD/CAD stalls near 200-day average, Scotiabank flags fair value below
Written on May 26, 2026 at 9:49 pm, by josephine
USD/CAD holds near 1.3800, stalling at 200-day MA; fair value 1.3672 suggests downside toward 1.3750.
Markets Brace for RBNZ Hold as July Hike Odds Rise on Persistent Inflation Pressures
Written on May 26, 2026 at 9:22 pm, by josephine
Markets eye RBNZ signals for July hike; inflation and tight labor support hawkish bets, boosting NZD.
Dallas Fed Factory Index Turns Positive, Boosting Cyclicals as Rate-Cut Bets Fade
Written on May 26, 2026 at 9:19 pm, by josephine
Dallas Fed Manufacturing Index turns positive in May, boosting cyclical stocks, supporting dollar, dampening volatility expectations.
US Consumer Confidence Slips as Dollar Firms, Fueling Volatility and Hedging Demand
Written on May 26, 2026 at 8:49 pm, by josephine
Consumer confidence slipped; split sentiment, stronger dollar, rising VIX and oil spur options hedges amid uncertainty.
BoJ’s Himino Signals Further Rate Rises as Middle East Tensions Cloud Inflation Outlook
Written on May 26, 2026 at 8:22 pm, by josephine
BoJ’s Himino signals possible rate hikes; Middle East conflict and inflation risks push markets toward June action.
MUFG Sees AUD/USD Rally Losing Steam as US Yields Rise and Positioning Turns Crowded
Written on May 26, 2026 at 8:19 pm, by josephine
MUFG warns AUD/USD rally is tiring as US yields rise, China slows, and positioning is crowded.
Gold slips as dollar and oil rebound after fresh US strikes in Iran cloud ceasefire hopes
Written on May 26, 2026 at 7:53 pm, by josephine
Gold slips as Iran strikes boost dollar and oil, dim ceasefire hopes; Fed hike odds pressure prices.
