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.
3729 reports available
All reports
Page 111 of 134
Thucydides Trap, Oil Weekend Risk, and Gasoline Inventories
Goldman Sachs International · May 15, 2026
Australian Macro Weekly: From Fiscal to Monetary Policy
ANZ · May 15, 2026
The Vault Short Term Headwinds
ANZ · May 15, 2026
Emerging Market Weekly Pulse
Crédit Agricole CIB · May 15, 2026
UK Domestic and Global Factors Driving Market Volatility
ANZ · May 15, 2026
Everything Everywhere All At Once
Citi · May 15, 2026
Asia Macro Weekly
ANZ · May 15, 2026
Hawkish Fed Repricing Propels USD Higher
ING · May 15, 2026
DeskTalk: Inflation Ripple Effect and More
Citigroup Inc. · May 15, 2026
New Zealand Morning Focus
ANZ · May 15, 2026
Asia Week Ahead
ING · May 15, 2026
The Point for Europe
Citi · May 15, 2026
US Market Intelligence Morning Briefing
J.P. Morgan · May 15, 2026
Americas Morning Research Summary
Barclays · May 15, 2026
The Melt-Up Keeps Sucking People In
The Market Ear · May 15, 2026
The Point for Europe
Citi · May 15, 2026
Emerging Markets FX Daily Report
J.P. Morgan · May 15, 2026
TMT Special Sales: French Consolidation AMAT Beat and Tech Updates
Goldman Sachs International · May 15, 2026
Turkish Central Bank Puts All Policy Options on the Table
ING · May 15, 2026
The Flow Show The Bidterms
Bank of America · May 15, 2026
GBP Madchester
Crédit Agricole CIB · May 15, 2026
The Fed's Approaching Stress Test
Jefferies · May 15, 2026
Stopped Out of Short NOK/SEK Trade
Crédit Agricole CIB · May 15, 2026
Thucydides Trap, Oil Weekend Risk, and Gasoline Inventories
Goldman Sachs · May 15, 2026