U.S. Dollar Rallies As Inflation Rate Jumps To 3.8%: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY.The American currency is moving higher as traders bet on hawkish Fed.

Australian Dollar drops as hot US CPI strengthens Fed higher-for-longer outlook.Australian Dollar drops as hot US CPI strengthens Fed higher-for-longer outlook

United States 52-Week Bill Auction increased to 3.65% from previous 3.56%.United States 52-Week Bill Auction increased to 3.65% from previous 3.56%

Japanese Yen dips as US inflation surprise lifts Dollar, hawkish BoJ anchors JPY.Japanese Yen dips as US inflation surprise lifts Dollar, hawkish BoJ anchors JPY

EUR/JPY drops as Bessent's FX remarks boost the Yen.EUR/JPY drops as Bessent's FX remarks boost the Yen

British Pound: Political risks weigh on GBP – MUFG.British Pound: Political risks weigh on GBP – MUFG

Canadian Dollar declines after strong US inflation data reinforces hawkish Fed outlook.Canadian Dollar declines after strong US inflation data reinforces hawkish Fed outlook

Copper: Prices hold near records despite Iran risks – Commerzbank.Copper: Prices hold near records despite Iran risks – Commerzbank

US-China – Xi-Trump Meeting Preview: We Expect No Game Changers.We do not expect the Trump-Xi meeting on May 14-15 to lead to major breakthroughs in US-China relations. We expect near-term financial market impact to remain limited.

Fed: AI-driven growth complicates rate path – NBC.Fed: AI-driven growth complicates rate path – NBC

Pres. Trump: Ships are coming to Texas and Louisianna to load up with oil.Trump is highlighting that ships are coming to Texas and Louisiana to load American oil — a positive development for US exporters and energy producers. Higher exports can support domestic drilling activity, investment, jobs, and overall energy-sector profits.

Fed's Goolsbee: We have an inflation problem in this country.Fed's Goolsbee: We have an inflation problem in this country

Sterling Falls on Deepening Political Crisis in UK.Cable fell around 0.8% on Tuesday on deepening political crisis, following calls from a number of lawmakers to PM Starmer to step down after his Labour Party suffered heavy losses in recent local elections.

Crude Oil Price Analysis – Oil Continues to Move Higher on Fears.The oil markets continue to move on the latest fear-driven headlines coming out of the Middle East.

United States Oil output reaches unprecedented levels: What does this mean for markets?.United States Oil output reaches unprecedented levels: What does this mean for markets?

US: Inflation Rises to Three-Year High of 3.8% in April.The Consumer Price Index (CPI) rose by 0.6% month-on-month (m/m) in April, meeting the Bloomberg consensus forecast. On a twelve-month basis, CPI jumped 3.8% – the fastest rate of growth in three-years.

Natural Gas Price Analysis – Natural Gas Tests Resistance on Tuesday.The natural gas market is trying to reach the crucial $3 level, an area that has been important for some time, and as a result, I will be looking for weakness to take advantage of.

Dollar Gains as Oil and CPI Lift Fed Hike Bets, but Risk Appetite Holds Firm.Dollar strengthened broadly today as rising oil prices and firmer-than-expected US inflation data continued pushing markets toward a more hawkish Federal Reserve outlook. However, the overall move remained relatively measured as broader risk sentiment stayed resilient, with investors still reluctant to fully embrace defensive positioning ahead of the Trump-Xi summit later this week.

AUD/USD, NZD/USD and USD/JPY Forecasts – US Dollar Rises with Rates Again on Tuesday.The US dollar continues to see a lot of influence coming out of the interest rate markets, as the ten-year continues to rise.

US CPI Hits Highest Since 2023, Core Inflation Beats Expectations.US inflation accelerated further in April as rising energy and shelter costs kept price pressures elevated. Headline CPI rose 0.6% mom, matching expectations, while core CPI increased 0.4% mom, above the expected 0.3% gain and signaling broader underlying inflation momentum beyond energy alone.

S&P500 Forecast: SPX falls away from record highs after hotter CPI.Core CPI, which strips out more volatile items such as food and fuel, also came in hotter than expected, rising 2.8% annually — the highest since September — above forecasts of 2.7%. On a monthly basis, core CPI rose 0.4%, ahead of expectations for 0.3%.

United States Redbook Index (YoY) climbed from previous 7.8% to 9.6% in May 8.United States Redbook Index (YoY) climbed from previous 7.8% to 9.6% in May 8

British Pound falls as US inflation surprises, UK political turmoil weighs.British Pound falls as US inflation surprises, UK political turmoil weighs

ADP NER Pulse showed a gain of 33K in the current week..The weekly National Employment Report from ADP showed a gain of 33K vs 39.25K last week. The figures have been between 30K and 40K over the last 5 data weeks showing solid job market.

British Pound: Political risk premium builds against Euro – ING.British Pound: Political risk premium builds against Euro – ING

Crude Oil –12.05.2026.  Crude Oil managed to pass above the resistance of 96.90 which could push for an advance towards the target of 106.00-108.35. Prices are facing support around 93.90 where as long as the market holds above it, more advance will be expected.

USD/JPY –12.05.2026.  USDJPY managed to hit a fast drop after the Bank of Japan threatened to intervene in the market to back up the currency. As we see from the chart, prices managed to test the trend support around 15500-60 which could lead to a trading zone towards the resistance at 157.50-70.

Brazil IPCA Inflation below forecasts (0.7%) in April: Actual (0.67%).Brazil IPCA Inflation below forecasts (0.7%) in April: Actual (0.67%)

Mexico Industrial Output (YoY) came in at -1.3%, above forecasts (-1.5%) in March.Mexico Industrial Output (YoY) came in at -1.3%, above forecasts (-1.5%) in March

Chart Alert: WTI Crude Is Poised for a Potential Volatility Bullish Breakout Above $102.54/bbl.The optimism that was being priced in by global markets last week for an imminent second round of US-Iran peace deal talks to take place this week has fizzled out after US President Trump rejected Tehran's response to the latest US proposal on Sunday.