Topic
Rate Hikes Research
Global financial markets are currently characterized by a moderation in rate hike expectations, which has contributed to firmer bond yields across the US and Australia. This shift is occurring amidst a backdrop of cautious optimism, exemplified by the S&P 500's ninth consecutive weekly gain and a resilient rebound in the software sector. Analysts suggest that the Federal Reserve's future trajectory will be heavily influenced by upcoming macro indicators, specifically ISM price subindices and employment reports. Regionally, the Swedish Riksbank is projected to maintain a steady policy rate of 1.75% for the remainder of 2026, even as manufacturing input prices remain elevated at 81.6. Furthermore, falling oil prices and signs of cooling consumer spending in Australia provide additional latitude for central banks to navigate potential pauses in tightening cycles. Overall, while inflationary pressures persist in sectors like manufacturing, the prevailing research trend points toward a stabilization of the global interest rate environment.
3754 reports available
All reports
Page 104 of 157
Credit Calls
J.P. Morgan · May 26, 2026
Fundamentals Should Support Markets Despite Risks
UBS · May 26, 2026
Housing Market Activity Scale Week Of May 17
Goldman Sachs · May 26, 2026
What Lies Ahead for the Indian Rupee in a Higher Oil Price Environment
ING · May 26, 2026
Gold Market Forecast Update
UBS · May 26, 2026
Daily Europe House View
UBS · May 26, 2026
Managing BoP Stress Needs Monetary Policy Backing
ANZ · May 26, 2026
Fundamental Backdrop Strong: Watch for Pullbacks
Franklin Templeton Institute · May 26, 2026
US Equities Mid-Day Color
Goldman Sachs · May 26, 2026
Daily FX Update
Scotiabank · May 26, 2026
Westpac RBNZ Client Pulse Survey
Westpac · May 26, 2026
EUR USD The Real Deal
Crédit Agricole CIB · May 26, 2026
Closing Short NOK SEK Trade for Profit
Crédit Agricole CIB · May 26, 2026
Asia FX Talk: First Come First Serve
MUFG · May 26, 2026
JPY Weekly
MUFG · May 26, 2026
TMT Special Sales: Delivery Hero, ASML, and Hedge Fund Monitor
Goldman Sachs · May 26, 2026
Indonesia USDIDR Supported by Macro Headwinds
MUFG · May 26, 2026
Weekly Regional View UK
UBS · May 26, 2026
Europe First to Market
J.P. Morgan · May 26, 2026
Brazil Higher Inflation and Growth Expectations
Goldman Sachs · May 26, 2026
Mexico Wider Current Account Deficit in 1Q26
Goldman Sachs · May 26, 2026
Morning Report
Westpac · May 26, 2026
Sweden 360 Weekly Market Review
SEB · May 26, 2026
Global Week Ahead
Goldman Sachs · May 26, 2026