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.
3809 reports available
All reports
Page 65 of 123
Bank of Korea Hawkish Pivot Sets Stage for July Lift-Off
ANZ · May 28, 2026
EM FX Daily Report
J.P. Morgan · May 28, 2026
Spain's Politics and Economic Recovery
Natixis Corporate and Investment Banking · May 28, 2026
Bond Reinvestment Ideas for Early June 2026
UBS · May 28, 2026
The Day Ahead North America
LSEG Data & Analytics · May 28, 2026
Singapore Dollar Regional Safe Haven
UBS · May 28, 2026
Higher Nominal Bond Issuance Again
SEB · May 28, 2026
Medium-Term Projections Of BOJ Bond Holdings Under Various Tapering Scenarios
Mizuho Securities · May 28, 2026
US 2-Year Yield Eases, Indonesia's FX Carry Improves
MUFG · May 28, 2026
Scenario Analysis for Domestic Fiscal Impact of Higher Defense Spending
Mizuho Securities · May 28, 2026
G10 FX Daily Report
J.P. Morgan · May 28, 2026
Markets Today
Bank of New Zealand · May 28, 2026
Are Stock Market Highs a Worry or an Opportunity
UBS · May 28, 2026
New Zealand Budget 2026: Little Near-Term Change
Goldman Sachs · May 28, 2026
JPY Volatility Monitor
Crédit Agricole CIB · May 28, 2026
War RAG and Term Premium
GlobalData TS Lombard · May 28, 2026
FX Weekly
MUFG · May 28, 2026
The Point for Europe
Citi · May 28, 2026
The Point for Latin America
Citi · May 28, 2026
EU Consumer Sector Specialist Commentary
J.P. Morgan · May 28, 2026
International Market Intelligence Morning Briefing
J.P. Morgan · May 28, 2026
Get It Strait
TPL Advisory · May 28, 2026
New Strikes in Hormuz and a Packed Economic Agenda
SEB · May 28, 2026
Monetary Policy Expectations Analysis
ANZ · May 28, 2026