Fundies Cheat Sheet Update: May 19, 2026
Two sessions in, WTI is holding above $103, the 10-year yield has surged to 4.70%, and Wednesday’s FOMC minutes are now the week’s most important market catalyst.
Read MoreTwo sessions in, WTI is holding above $103, the 10-year yield has surged to 4.70%, and Wednesday’s FOMC minutes are now the week’s most important market catalyst.
Read MoreU.K. inflation may revive BOE hawks, but softer data may put GBP/USD and GBP/AUD bearish setups back in play.
Read MoreThe U.K. CPI report lands just after the jobs release, and hotter than expected data could be enough to revive a hawkish BOE bias. Here’s what I’m watching on GBP/CHF and EUR/GBP in this scenario.
Read MoreThe U.K. inflation reports lands a day after the jobs release, likely keeping the focus on U.K. fundamentals while the economy also navigates political uncertainty. Can the CPI figure push sterling in a strong direction?
Read MoreCanada’s CPI report could decide whether the Loonie shrugs off higher energy prices or starts pricing in broader inflation trouble.
Read MoreWith political uncertainty weighing on sterling these days, can the upcoming U.K. jobs report cut through the noise and turn the focus back to fundamentals? Here’s what to look out for.
Read MoreThe Trump-Xi summit failed to reopen Hormuz, a UAE drone strike adds fresh escalation risk, and hot U.S. data keeps the dollar firmly in charge this week.
Read MoreA look at why Bitcoin’s rally faded, how ETF outflows and rising yields changed the setup, and what traders should watch heading into next week.
Read MoreThe Nasdaq 100 is still in a bullish trend, but stretched momentum, weak breadth, and surging Treasury yields raise the risk of a deeper pullback.
Read MoreThe hottest PPI since 2022, a Beijing summit, and WTI crossing $100 — all in one week. Here’s how the framework held up, asset by asset.
Read MoreA look at silver’s latest reversal, what knocked the rally off course, and what traders are watching next.
Read MoreA look at the forces pressuring gold, from hotter inflation to higher yields, and the levels that could decide the next move.
Read MoreHotter-than-expected CPI, a blowout PPI, a new Fed chair, and a Beijing summit long on ceremony but short on breakthroughs — for the dollar, a very good week.
Read MoreThe CLARITY Act passed the U.S. House, pushing bitcoin sharply higher. Learn what the CLARITY Act means for crypto markets and why regulatory clarity moves prices.
Read MoreWarsh has been confirmed as Fed Chair and the U.S. economic landscape that he faces has become way messier than before.
Read MoreSterling has climbed sharply from its early 2026 lows and now trades near multi-year highs, but two big forces are pulling Cable in opposite directions.
Read MoreThe April CPI just confirmed what many feared: the U.S. is inside a stagflation scenario, and the Fed has no clean way out.
Read MoreWar-related risks are up and borrowing costs are about to get higher. So why is the equity market in a good mood?
Read MoreCPI came in hot, WTI is approaching $100, and Trump’s Beijing summit just became the week’s most important variable. Here’s where every scenario stands.
Read MoreFew events move markets quite like a face-to-face meeting between the leaders of the world’s two largest economies.
Read MoreBelieve it can be done. When you believe something can be done, really believe, your mind will find the ways to do it.David Schwartz