Mixed April data signals challenges – HSBC

Mixed April data signals challenges – HSBC

HSBC reviews China’s April 2026 data, noting soft Retail Sales and a sharp fall in Fixed Asset Investment alongside resilient services and solid Industrial Production. CPI remains stable while PPI accelerates on Oil and AI-related demand. Exports and Imports both show strong year-on-year gains, reflecting external AI demand and industrial upgrading despite domestic demand headwinds. […]

Dow Jones stumbles as bond vigilantes line up to test Warsh

Dow Jones stumbles as bond vigilantes line up to test Warsh

The Dow gave up a chunk of last week’s record run on Tuesday, sliding back from the 50K handle it had briefly tagged days earlier, with the broader equity tape leaning lower as bonds did the heavy lifting on the downside. Futures opened the session with a tentative bid after Trump’s overnight reversal on Iran, […]

Supply risks and Russian waiver extension – ING

Supply risks and Russian waiver extension – ING

ING analysts Warren Patterson and Ewa Manthey say Oil remains volatile as Iran-related risks and supply disruptions in the Persian Gulf keep prices in wide ranges. They highlight a fresh US waiver allowing Russian Oil floating at sea to be sold for another 30 days, which should help Asian buyers. Chinese refinery runs and apparent […]