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.
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Catching Up on the Fed
Crédit Agricole CIB · May 22, 2026
Business and Information Services Recap
Goldman Sachs · May 22, 2026
Bond Volatility as a Leading Indicator
Goldman Sachs · May 22, 2026
The 90-Day War
Crédit Agricole Corporate & Investment Bank · May 22, 2026
Philippines: Forecasting an Off-Cycle Rate Hike
Goldman Sachs · May 22, 2026
Charts at Goldman Sachs
Goldman Sachs · May 22, 2026
Foreigners Buying Fewer US Stocks
Bloomberg · May 22, 2026
The Melt-Up Psychology
The Market Ear · May 22, 2026
The Rates Disconnect
The Market Ear · May 22, 2026
Australia & NZ Weekly Economic Preview Review
Goldman Sachs · May 22, 2026
EM FX Daily Report
J.P. Morgan · May 22, 2026
Stocks Are Not An Inflation Hedge
Bloomberg · May 22, 2026
Japan Focus of the Week
Goldman Sachs · May 22, 2026
Direct Lending Digest: Normalization in Credit Trends
Goldman Sachs · May 22, 2026
International Market Intelligence Morning Briefing
J.P. Morgan · May 22, 2026
FX Morning Update
Goldman Sachs · May 22, 2026
Asia Ex-Japan Week Ahead
Goldman Sachs · May 22, 2026
Position for an Imminent Iran Deal: Sell Oils, Buy Airports
J.P. Morgan · May 22, 2026
Australian Macro Weekly
ANZ · May 22, 2026
New Zealand Weekly Data Wrap
ANZ · May 22, 2026
US Fed Rate Cuts to be Delayed
ANZ · May 22, 2026
Boosting the Potential of Polish Companies
ING · May 22, 2026
Asia Week Ahead
ING · May 22, 2026
Middle East Daily
MUFG · May 22, 2026