This report provides a market update on June 4, 2026, highlighting stalling US disinflation, rising expectations for a BoJ rate hike, and oil price volatility.
Key Takeaways
- 1.US inflation continues to persist well above the Fed's 2% target, suggesting progress on disinflation has stalled.
- 2.The case for a BoJ rate hike in June has increased following Governor Ueda's recent policy framework speech.
- 3.Oil prices declined following renewed ceasefire reports between Israel and Lebanon and progress in Iran negotiations.
Table of Contents
- Oil down a bit on "final negotiations"; US payrolls today
- AMERICAS
- EUROPE
- ASIA
- AUSTRALIA
- NEW ZEALAND
- Appendix 1
- Additional Information
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Authors
Phil Odonaghoe
Securities
S&P 500Brent Crude
Themes
Central Bank TighteningInflation Persistence
Regions
North AmericaAsia PacificUnited StatesJapanAustralia