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May 26, 2026 4:13 PM UTC
We expect May’s non-farm payroll to rise by 85k overall and by 90k in the private sector, less strong than in March and April but still showing a healthy labor market given a lack of growth in the labor force, leaving unemployment at 4.3% for a third straight month. We expect a 0.3% rise in in ave
May 26, 2026 4:07 PM UTC
Kiwi remains pressured into RBNZ
Even with expectations of a hawkish outlook shift, mkt already has decent amount priced in
Cross continues to trade medium-term trajectory on charts and on 90s parallel
Loaded positioning remains its main n/t risk factor
May 26, 2026 2:22 PM UTC
The Conference Board’s consumer confidence index at 93.1 is down from April’s 93.8 but only because April was revised up from 92.8. May’s index is the first decline since January. The index is holding up better than the record low Michigan CSI. The Conference Board index tends to be more sensi
May 26, 2026 1:28 PM UTC
Minor US data albeit still showing overall economic resilience
Some focus on any potential USD/JPY month-end hedging demand on N225 (headline) outperformance
See if it adds to temporary upside pressure into intervention zone

May 26, 2026 11:20 AM UTC
Bottom Line: Political tensions remain high in Turkiye after the 36th Civil Chamber of the Ankara Regional Court of Justice annulled the opposition Republican People’s Party (CHP) 2023 leadership congress on May 21, 2026. The ruling removed elected CHP chairman Ozgur Ozel from his leadership posit