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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Australian Morning Focus
ANZ · May 20, 2026
FX Daily Snapshot
MUFG · May 20, 2026
Middle East Daily
MUFG · May 20, 2026
UK CPI: Temporary Relief Only
MUFG · May 20, 2026
Benign UK Inflation Data Reduces Chance of June Rate Hike
ING · May 20, 2026
German Producer Prices Signal Broadening Inflationary Pressure
ING · May 20, 2026
Market Colour and Nvidia Preview
Goldman Sachs International · May 20, 2026
UK CPI Ofgem Caps Hawkish Expectations
GlobalData TS Lombard · May 20, 2026
Supply Narrative Shift From AI To Rates
Goldman Sachs · May 20, 2026
US Market Intelligence Morning Briefing
J.P. Morgan · May 20, 2026
RBA Hunter on Oil Price Pass Through and Inflation Outlook
Goldman Sachs · May 20, 2026
The Uneven Investment Banking Cycle: Four Key Themes Exiting 1Q26 Earnings
Goldman Sachs · May 20, 2026
International Market Intelligence Morning Briefing
J.P. Morgan · May 20, 2026
The Fragile Melt-Up
The Market Ear · May 20, 2026
The Inflation Regime That Doesnt Fade
Rabobank · May 20, 2026
European Rates and Economics Daily
RBC Capital Markets · May 20, 2026
The Point for Latin America
Citi · May 20, 2026
Point for Europe
Citi · May 20, 2026
UK Inflation April 2026
RBC Capital Markets · May 20, 2026
RBA Minutes: Financial Conditions Restrictive but Activity Resilient
Goldman Sachs · May 20, 2026
House View Daily Asia
UBS · May 20, 2026
Asian Equity Market Daily Update
Goldman Sachs · May 20, 2026
RBNZ Monetary Policy Statement Preview
ANZ · May 20, 2026
Higher Headline Inflation Expectations but Lower Core Ex-Food and Regulated Expectations
Goldman Sachs · May 20, 2026