TradingKey - Na quinta-feira, no horário do Leste dos EUA, os dados de inflação de maio divulgados pelo U.S. Bureau of Economic Analysis (BEA) mostraram que o índice de preços PCE na comparação anual

United States EIA Natural Gas Storage Change registered at 76B above expectations (67B) in June 19

Commerzbank’s Bernd Weidensteiner and Christoph Balz describe the United States as a long‑term growth success, driven by population gains, immigration and productivity, but now facing a serious challenge from China.

Russia Central Bank Reserves $: $743.8B vs $729.3B

Commerzbank economists Bernd Weidensteiner and Christoph Balz review 250 years of US economic history, highlighting how persistent inflation has eroded the value of the Dollar and how federal debt has surged back to World War II highs.

According to the Commerce Department’s Bureau of Economic Analysis (BEA), the final GDP Growth Rate showed the economy expanded by 2.1% in the January-March period. The readings show a marked increase from the prior quarter’s 0.5% expansion.

Durable Goods Orders in the United States (US) declined by 4.5%, or $15.6 billion, in May to $332.1 billion, the US Census Bureau reported on Thursday. This reading followed the 8.5% increase recorded in April and came in line with the market expectation.

United States Gross Domestic Product Price Index above expectations (3.5%) in 1Q: Actual (3.6%)

According to a report from the US Department of Labour (DOL) released on Thursday, the number of US citizens submitting new applications for unemployment insurance shrank to 215K for the week ending June 20.

United States Continuing Jobless Claims came in at 1.821M, above expectations (1.8M) in June 12

United States Personal Consumption Expenditures - Price Index (YoY) in line with forecasts (4.1%) in May

United States Personal Spending above forecasts (0.6%) in May: Actual (0.7%)

United States Personal Income (MoM) above expectations (0.4%) in May: Actual (0.7%)

United States Core Personal Consumption Expenditures (QoQ) in line with forecasts (4.4%) in 1Q

United States Core Personal Consumption Expenditures - Price Index (MoM) meets forecasts (0.3%) in May

United States Personal Consumption Expenditures - Price Index (MoM) came in at 0.4% below forecasts (0.5%) in May

United States Personal Consumption Expenditures Prices (QoQ) registered at 4.6% above expectations (4.5%) in 1Q

ING’s Frantisek Taborsky warns that a stronger Dollar and lingering Fed hike risks are pressuring Central and Eastern European currencies. Weaker FX raises inflation concerns for open CEE economies just as higher Oil and food prices loom.

DBS Group Research economist Sherilyn Chew analyses Indian government bond performance after the Reserve Bank of India’s (RBI) June 5 capital flow liberalisation.

Mexico Jobless Rate above forecasts (2.6%) in May: Actual (2.8%)

Mexico Jobless Rate s.a rose from previous 2.6% to 2.7% in May

Izidor Flajsman at TD Securities analyses past US equity ‘lost decades’ and finds that headline indices delivered flat to negative real returns, while Small Cap, Value, Energy and Non-Durables outperformed.

United States (US) Secretary of State Marco Rubio reiterates after meeting with leaders from Gulf nations that Iran’s toll system near the Strait of Hormuz, a vital passage to almost 20% of global energy supply, is unacceptable.

Royal Bank of Canada (RBC) strategists argue that while the United States (US) consumer has remained resilient in 2026, persistent inflation and the earlier energy price shock have eroded households’ ability to absorb further price increases.

TD Securities strategists expect May United States (US) core Personal Consumption Expenditures (PCE) Price Index inflation to firm, driven by services, while headline PCE is lifted by higher energy prices.

South Africa Producer Price Index (MoM) dipped from previous 3% to 2.6% in May

South Africa Producer Price Index (YoY) rose from previous 4.8% to 7.8% in May

ING’s Frantisek Taborsky highlights persistent Polish Zloty weakness versus Central and Eastern European (CEE) peers as EUR/PLN breaks above its prior range toward 4.290. He attributes vulnerability to the National Bank of Poland’s (NBP) dovish stance and global risk-off conditions.

Commerzbank’s Michael Pfister argues that enhanced Federal Reserve communication has lowered average implied volatility in the US Dollar but concentrated it on FOMC meeting days.

Danske Research Team notes that Brent crude has dropped back toward USD 72 and near pre-war levels, with Oil pressured by a stronger US Dollar and growth concerns rather than supply alone.