ABN AMRO sees one final BoE “insurance” hike, then prolonged pause; rate cuts likely delayed until late-2026.
Report: US-Iran 60-day ceasefire extension MOU sparks USD drop; oil bearish, volatility lower; equities bullish.
Musalem warns inflation stays elevated; AI productivity uncertain; Fed higher-for-longer as markets reprice rates, volatility.
EUR/USD rebounds near 1.1655 as softer US inflation and growth weigh on dollar; volatility and risks rise.
Middle East tensions and higher oil boost inflation fears, pushing Fed hawkishness, lifting yields, volatility, and dollar strength.
Sterling steadies as UK political risk premium fades; Burnham’s fiscal stance calms markets, capping EUR/GBP near 0.870.
April new home sales missed forecasts, signaling cooling economy; markets boost September Fed cut odds, pressuring dollar.
April new home sales missed forecasts at 622k, signaling housing cooling, dovish Fed bets, and defensive positioning.
April US new home sales rose to 622,000 but missed 0.67M forecast, boosting dovish Fed expectations.
UOB sees RBA holding 4.35% in June; softer inflation, cooling jobs, high core keep tightening bias.
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