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Japan Gross Domestic Product Deflator (YoY) above expectations (3.1%) in 1Q: Actual (3.4%)

출처  Fxstreet1779148346
Japan’s GDP grows 0.5% QoQ in Q1 2026 vs 0.4% expected

The Japanese economy expanded 0.5% over the quarter in the first quarter (Q1) of 2026, the preliminary report published by the Cabinet Office showed on Tuesday. This reading followed a 0.3% growth recorded in Q4 of 2025 and beat market expectations of a 0.4% expansion.

출처  Fxstreet1779148303

Japan Gross Domestic Product (QoQ) registered at 0.5% above expectations (0.4%) in 1Q

출처  Fxstreet1779148201

Japan Gross Domestic Product Annualized above expectations (1.7%) in 1Q: Actual (2.1%)

출처  Fxstreet1779148201
RBA’s Hunter: Risk of inflation expectations rising is elevated

Reserve Bank of Australia (RBA) Assistant Governor Sarah Hunter said that the central bank is worried higher energy costs will feed through to consumer prices quickly given the stretched state of the domestic economy, potentially creating a ‌significant shift in inflation expectations, Reuters repor

출처  Fxstreet1779147531

New Zealand Producer Price Index - Output (QoQ) above expectations (0.5%) in 1Q: Actual (0.8%)

출처  Fxstreet1779144302

New Zealand Electronic Card Retail Sales (YoY): 2% (April) vs previous 2.7%

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New Zealand Electronic Card Retail Sales (MoM) fell from previous 0.7% to -1.3% in April

출처  Fxstreet1779144301

New Zealand Producer Price Index - Input (QoQ) came in at 1.4%, above forecasts (0.8%) in 1Q

출처  Fxstreet1779144301
Singapore Dollar: Resistance caps USD gains – UOB

United Overseas Bank’s Quek Ser Leang notes that USD/SGD has rebounded from its recent low near 1.2660 and upward momentum is starting to build. The pair is seen as broadly supported above 1.2735, with major support at 1.2660.

출처  Fxstreet1779138840
China: Trade support offsets weak demand – DBS

DBS Group Research economists led by Mo Ji assess recent China data, highlighting strong external trade but subdued domestic demand across consumption, investment and credit. They note resilient exports, soft industrial production and weak Fixed Asset Investment, especially in property.

출처  Fxstreet1779135960

United States Total Net TIC Flows dipped from previous $184.5B to $150.7B in March

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United States Net Long-Term TIC Flows: $81.3B (March) vs $58.6B

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Asian FX: Oil shock and US yields pressure importers – MUFG

MUFG’s Michael Wan highlights that Asian Emerging Markets (EM) currencies have weakened as higher US real yields, a stronger Dollar and elevated Oil prices weigh on sentiment.

출처  Fxstreet1779133260
Taiwan: AI cycle boosts growth outlook – Standard Chartered

Standard Chartered’s Tommy Wu raises Taiwan’s 2026 growth forecast to 9.5% from 7.6% after much stronger-than-expected Q1 GDP data. The AI supercycle and robust exports are seen as key drivers, while private consumption benefits from government cash handouts and a tech-led stock rally.

출처  Fxstreet1779130620
Japan Finance Minister Katayama: Volatility in Oil prices is affecting the forex market

Japan’s Finance Minister Satsuki Katayama said on Monday that the volatility in Oil prices is affecting the forex market. Speaking to reporters after the first day of the G7 Finance Ministers meeting in France, she added that she is seeing speculative moves in the financial markets.

출처  Fxstreet1779128701
China: Targeted support offsets April slump – TD Securities

Alex Loo at TD Securities highlights that China’s April data were weak, with soft retail sales and falling investment, while exports and housing prices offered some relief.

출처  Fxstreet1779127920
Singapore: K-shaped NODX upswing to persist – UOB

UOB economist Jester Koh highlights a strong rebound in Singapore’s Non-oil Domestic Exports (NODX), led by electronics and pharmaceuticals, with petrochemicals slightly softer.

출처  Fxstreet1779125103
Fed Warsh will be sworn in on Friday at the White House

A White House official said that the US President Donald Trump will swear in Kevin Warsh as the next Fed Chairman on Friday, May 22nd, at the White House.

출처  Fxstreet1779124423
China: Growth slowdown and reflation risks – ING

ING’s Lynn Song highlights that China’s April data showed broad-based weakness in domestic activity, with retail sales, industrial production and fixed asset investment all disappointing.

출처  Fxstreet1779116519
Equities: Energy shock risks to AI investment – Standard Chartered

Standard Chartered’s Madhur Jha assesses how the effective closure of the Strait of Hormuz and the current energy shock could challenge AI optimism. The bank highlights near-term risks to semiconductor input supplies and longer-term risks to AI investment and demand.

출처  Fxstreet1779113802

United States NAHB Housing Market Index above expectations (35) in May: Actual (37)

출처  Fxstreet1779112801
Europe: Rearmament reshapes growth outlook – Nordea

Nordea's Chief Economist Helge J. Pedersen argues that rapidly rising defense spending in Europe represents a historic fiscal expansion that can support GDP in the short term but raises medium‑term risks.

출처  Fxstreet1779112764
RBA: Rate hike timing questions persist – TD Securities

TD Securities strategists reiterate their view that the Reserve Bank of Australia (RBA) will likely need to raise the cash rate to 4.60% in this cycle. They note that the May policy statement suggests hesitation to hike in June, and expects the RBA minutes to clarify this.

출처  Fxstreet1779111649
China: Recovery stalls as domestic demand weakens – Commerzbank

Commerzbank’s Dr. Henry Hao notes that China’s post-Q1 recovery lost momentum in April, with industrial output at a three-year low and fixed-asset investment shrinking. Domestic consumption remains fragile as retail sales barely grew and youth unemployment rose.

출처  Fxstreet1779110578
United Kingdom: Sluggish jobs outlook persists – Deutsche Bank

Deutsche Bank’s Sanjay Raja expects the United Kingdom (UK) labour market to remain weak after a surprise drop in the jobless rate driven by self-employment.

출처  Fxstreet1779103364
IMF Staff: BoE doesn’t need to raise interest rates this year

According to the International Monetary Fund (IMF) staff, the Bank of England (BoE) doesn’t need to raise rates this year, based on the current energy price outlook.

출처  Fxstreet1779102898
Chinese Yuan: Stimulus hopes as PBoC defends 6.8 – TD Securities

TD Securities strategists judge China’s April data as weak, citing higher Oil prices and soft consumer sentiment. They expect targeted fiscal stimulus focused on infrastructure and see the PBoC remaining cautious on easing.

출처  Fxstreet1779102745
Equities: Bond-oil pressure hits sentiment – Deutsche Bank

Deutsche Bank strategists note that the S&P 500 has extended its run to seven consecutive weekly gains, the longest since 2023, even as rising bond yields and Oil prices triggered the worst daily decline since March.

출처  Fxstreet1779097271
China: Cooling demand and stable US ties – Standard Chartered

Standard Chartered strategists note that China’s April data showed weaker domestic demand, with both consumption and investment slowing even as exports supported industrial production.

출처  Fxstreet1779095302
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