Dow Jones gives back recent gains as ceasefire doubts resurface

Dow Jones gives back recent gains as ceasefire doubts resurface

The Dow Jones Industrial Average (DJIA) slumps around 300 points on Friday, or roughly 0.6%, retreating from the 48,000 handle after two sessions of ceasefire-fueled gains. The S&P 500 dips 0.15% while the Nasdaq Composite bucks the trend, edging 0.2% higher as mega-cap tech provided a thin buffer against the broader selloff. The reversal came […]

Neutral rate debate supports gradual gains – Commerzbank

Neutral rate debate supports gradual gains – Commerzbank

Commerzbank’s Volkmar Baur expects the Bank of Japan (BoJ) to deliver two further rate hikes in 2026, taking policy closer to a rising neutral rate and supporting a modest Japanese Yen appreciation versus Dollar (USD) and Euro (EUR) in the second half of the year. He also projects USD/JPY and EUR/JPY to edge lower from […]

Inflation focus into CPI release – TD Securities

Inflation focus into CPI release – TD Securities

TD Securities’ Global Strategy Team highlights that United States (US) Consumer Price Index (CPI) is the key event, with core inflation expected to rise 0.27% m/m and headline CPI to jump 0.90% m/m as higher Oil prices feed through. They note markets may look through any temporary weakness, while a stronger print could intensify inflation […]