11 straight months of ETF inflows and no sign of stopping

11 straight months of ETF inflows and no sign of stopping

Indian investors continue to pile up their bets on Gold via Exchange Traded Funds (ETFs), contributing to the rebound in demand for the precious metal as spot prices stabilize after March’s sharp decline. India’s Gold ETFs extended their inflow streak to an eleventh consecutive month in April. Net inflows recorded $297.2 million, 68% more than […]

Divergent paths under Hormuz scenarios – MUFG

Divergent paths under Hormuz scenarios – MUFG

MUFG economists Lin Li, Michael Wan, Lloyd Chan and Khang Sek Lee outline a base case where the reopening of the Strait of Hormuz by end‑May eases pressures on Asian currencies. They see Asia growth softening near term but stabilizing in H2 2026, with inflation contained and most central banks keeping neutral‑accommodative stances. They also […]

IPCA shock complicates easing path – Wells Fargo

IPCA shock complicates easing path – Wells Fargo

Wells Fargo Economics projects Brazil’s April IPCA inflation to rise 0.9% month-over-month and around 4.5% year-over-year, near or above the target band. Energy and food pressures are intensifying, while inflation expectations have risen. The Brazilian Central Bank is still seen cutting rates cautiously in June, but a pause in the easing cycle is becoming more […]