#Monetary Policy

🏭 Commodities — 📈 Bullish

New Beef Records Add Urgency to Trump Moves to Tackle Inflation

May 12, 2026 (1 day ago)

Record beef prices stoke inflation fears, pushing the Trump administration to fast-track anti-inflation moves and shifting market bets toward tighter Fed policy.

▲ Record-high beef prices amplify food inflation readings

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🌐 General DXY 📉 Bearish

Fed’s Goolsbee Says Services Inflation May Point to Overheating

May 12, 2026 (1 day ago)

Fed’s Goolsbee warns services inflation may signal overheating, stoking hawkish repricing that lifts the dollar and Treasury yields while equities slip.

▼ Goolsbee cites services inflation as overheating risk, signaling Fed may hold rates higher for longer.

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💱 Forex USD/BRL 📈 Bullish

Brazil Inflation Picks Up Again, Nearing Top of Target Ceiling

May 12, 2026 (1 day ago)

Brazil inflation accelerates to 5.4%, near the 5.5% target ceiling, fueling bets on BCB tightening, lifting the real and hammering local stocks…

▲ April inflation print surprised to the upside, accelerating to 5.4% year-on-year

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💱 Forex USD/JPY 📉 Bearish

BOJ Signals Chance of Rate Hike Next Month Over Inflation Risks

May 12, 2026 (1 day ago)

BOJ flags June rate hike possibility amid rising inflation, driving yen strength and weighing on Japanese equities and bonds.

▼ Upside inflation surprise in Tokyo CPI

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🌐 General DXY 📉 Bearish

Warsh’s Fed Nomination Clears First in Series of Senate Votes

May 12, 2026 (1 day ago)

Warsh Fed nomination advances in Senate, lifting USD and yields on hawkish policy bets while pressuring equities and gold.

▼ Senate Banking Committee approval by 13-9 vote

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🏭 Commodities USOIL 📉 Bearish

Trump Takes Aim at Beef, Fuel Prices as Inflation Risks Mount

May 11, 2026 (1 day ago)

Trump's push to curb beef and fuel prices amid accelerating inflation rattles commodities, lifts the dollar, and drags on stocks.

▼ White House intervention on beef and fuel costs

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📋 Bonds US10Y 📉 Bearish

Goldman y BofA retrasan previsiones de recortes de tasas de la Fed tras últimos datos económicos

May 11, 2026 (1 day ago)

Goldman and Bank of America delay Fed rate-cut forecasts as robust inflation and jobs data force a hawkish repricing that lifts the…

▼ A series of hotter-than-expected inflation prints forcing a rethink on the timing of Fed easing.

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🌐 General SPX 📉 Bearish

Morgan Stanley Sees ‘Spicier’ CPI as Inflation Week Kicks Off

May 11, 2026 (1 day ago)

Morgan Stanley’s ‘spicier’ CPI warning raises the stakes for inflation week, threatening a yield-driven selloff in stocks and bonds while boosting the…

▼ Morgan Stanley’s explicit warning of a ‘spicier’ CPI print ahead of the official data release

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📋 Bonds US10Y 📉 Bearish

Goldman, BofA Delay Fed Cut Calls After ‘Last Straw’ Jobs Data

May 11, 2026 (2 days ago)

Goldman Sachs and BofA delay Fed cut calls after robust US jobs data, unleashing a bond sell-off that lifts Treasury yields and…

▼ Stronger-than-expected US payrolls report labeled the 'last straw' by bond watchers

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💱 Forex BRL/USD 📈 Bullish

Brazil Economists Raise 2027 Selic Forecast as Inflation Simmers

May 11, 2026 (2 days ago)

Brazil’s Selic rate forecast for 2027 jumped to 10.50% after third straight weekly increase amid simmering inflation, boosting the real and drawing…

▲ IPC-A inflation accelerated to 6.8% in April, above the 2027 target

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💱 Forex GBP/USD 📉 Bearish

Bank of England’s Greene Says Inflation Risks Entirely on Upside

May 11, 2026 (2 days ago)

BoE's Greene signals rate hikes on hold pending Iran war outcome, keeping GBP/USD supported near 1.34 as markets reprice UK tightening timeline.

▼ Greene's speech reinforcing upside inflation risks

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💱 Forex EUR/USD 📉 Bearish

ECB to Hike Rates Twice in 2026 as Inflation Jumps, Survey Shows

May 11, 2026 (2 days ago)

ECB expected to deliver two 25bps rate hikes in 2026 after inflation overshoots, driving EUR/USD higher and lifting Eurozone bond yields.

▼ ECB survey reveals expectations for two 25bps rate hikes in 2026

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