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May 2026 Monthly

April 25, 2026
The global capital markets will enter May with a sense of transition rather than resolution. Neither the Federal Reserve, nor the European Central Bank or the Bank of Japan meet in the month ahead. The market is inclined to see the third consecutive hike by the Reserve Bank of Australia but the other G10 central banks that meet in May, Norway'…
May 2026 Monthly May 2026 Monthly Reviewed by Marc Chandler on April 25, 2026 Rating: 5
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Week Ahead: Dollar and Stocks Due for Corrections?

April 18, 2026
(No daily note this week while I am on a business trip but the May monthly will drop April 24. Thanks for your patience.)Progress in US-Iran negotiations and a ceasefire between Israel and Lebanon fed investor optimism. The US S&P 500 and Nasdaq reached new record highs, with multi-week rallies in tow. June WTI tumbled 7.6% last week, after th…
Week Ahead: Dollar and Stocks Due for Corrections? Week Ahead: Dollar and Stocks Due for Corrections? Reviewed by Marc Chandler on April 18, 2026 Rating: 5
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Greenback Recovers Despite New Threats on the Fed and Stronger UK and Chinese GDP Greenback Recovers Despite New Threats on the Fed and Stronger UK and Chinese GDP Reviewed by Marc Chandler on April 16, 2026 Rating: 5
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The Greenback is Poised to Snap Losing Streak

April 15, 2026
The US dollar is enjoying a firmer bias today. The Dollar Index is threatening to snap a seven-day decline. President Trump has held out the possibility that the “war is close to over”. Yet the improved risk appetites in recent days reflects the market anticipating this. A new round of US-Iran negotiations could begin as early as tomorrow. Seeming…
The Greenback is Poised to Snap Losing Streak The Greenback is Poised to Snap Losing Streak Reviewed by Marc Chandler on April 15, 2026 Rating: 5
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Optimism Weighs on the Greenback

April 14, 2026
North American participants shrugged off the pessimism seen in Asia Pacific and Europe yesterday after the US-Iran negotiations broke down over the weekend. The optimism was contagious and reports that another round of negotiations are being contemplated during the ceasefire that expires next week. The dollar is broadly weaker. Global equities and…
Optimism Weighs on the Greenback Optimism Weighs on the Greenback Reviewed by Marc Chandler on April 14, 2026 Rating: 5
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Restrained Risk-Off

April 13, 2026
The collapse of US-Iran negotiations and the US threat to blockage Iranian ports presents an escalation in the conflict that the market’s did not anticipate. Equities and bonds are lower, and the dollar is mostly firmer. However, so far, the moves appear restrained. Iranian oil has largely been shipped to China and with the Trump-Xi meeting in a m…
Restrained Risk-Off Restrained Risk-Off Reviewed by Marc Chandler on April 13, 2026 Rating: 5
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Week Ahead: Hope Springs Eternal

April 11, 2026
Hope that the ceasefire will lead to the end of the Middle East war fanned risk appetites in recent days. Equities rallied broadly. May WTI and June Brent fell by nearly 11.5%. The dollar fell against all the G10 currencies, the Antipodeans and Scandis, which seem the most sensitive to growth prospects and the risk environment. The JP Morgan Emerg…
Week Ahead: Hope Springs Eternal Week Ahead: Hope Springs Eternal Reviewed by Marc Chandler on April 11, 2026 Rating: 5
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