June 1, 2026
United States:
Bond Trader Bets on Fed Hike Poised for Gut Check From Jobs Data
Bond traders are looking to a key jobs report this week to confirm their wagers that the US economy is strong enough to push the Federal Reserve to lift interest rates by next year.
Beyond developments in the Middle East, a big focus will be Friday’s release of monthly employment figures, which are projected to show the labor market remained resilient in May.
Europe:
ECB Says Consumer Price Expectations Ease But Stay Elevated
Euro-area consumers’ expectations for inflation in three years fell slightly in April, offering some relief to the European Central Bank, though policymakers are still likely to raise interest rates next week.
Prices were seen rising 2.9% over the period — down from 3% in March, a monthly survey by the ECB showed Monday. That’s still a bit below the 3.1% peak reached at the height of the last price spike in October 2022.
Asia:
Japan’s Firms Cut Spending Over Iran Stress Even as Profits Firm
Japan’s biggest companies reduced capital spending in the first quarter even as ordinary profits at manufacturers reached a record, as emerging uncertainty from escalating turbulence in the Middle East clouded prospects for future growth.
Capital expenditure excluding software fell 3.5% from the previous quarter in the three months through March, the Finance Ministry reported Monday.
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