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05.06.26 - 18:15
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Jobs report sparks inflation fears; Trump responds (The Hill)
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President Trump on Friday pushed back on inflation concerns driven by a strong jobs report, arguing robust growth should be viewed as a positive for markets. "With a great Jobs Report, like just announced, stocks should go up, not down,” Trump wrote on Truth Social. "That's the way it was for 200 years. Growth does......
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05.06.26 - 14:45
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Iran Oil Exports Plunge To Four Year Low As Blockade Tightens, While Inflation Soars To World War 2 Levels (ZeroHedge)
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Iran Oil Exports Plunge To Four Year Low As Blockade Tightens, While Inflation Soars To World War 2 Levels
If it was indeed Trump's intention to starve Iran's economy of oil export revenue, the plan may just be working: Iran's oil exports fell to their lowest level in at least six years in May as the US naval blockade has succeeded in choking off crude shipments and leave tens of millions of barrels stranded at sea.
According to shipping data from Vortexa, Iran exported just 209,000 barrels per day of crude oil and condensate in May, down from 1.34 million bpd in April and nearly 1.9 million bpd in March. Kpler had estimated May exports slightly higher at 260,000 bpd, but still the lowest level since the height of the Trump administration's "maximum pressure" campaign in 2019-2020.
When the blockade first took effect in April, analysts expected Tehran to lean on floating storage while waiting for an opportunity to move barrels, which it did with ease as it had control of the stra...
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05.06.26 - 12:48
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Inflation lockt Falken (Anleihencheck)
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London (www.anleihencheck.de) - Die Renditen sind diese Woche weltweit etwas gestiegen, während wir auf die Zentralbanksitzungen später in diesem Monat zusteuern, so Mark Dowding, Fixed Income CIO bei RBC BlueBay Asset Management.
Im Vorfeld der FOMC-Sperrfrist im Juni hätten sich sowohl Lorie Logan als auch Beth Hammack für eine Tendenz zu Zinserhöhungen in den kommenden Monaten ausgesprochen, was angesichts starker Wirtschaftsdaten und eines boomenden Aktienmarktes auf eine Falken-Wende innerhalb der Fed hindeute. [mehr]...
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05.06.26 - 12:18
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Alarming Supply-Chain Stress Sends Transport Cost Soaring, Fueling Inflation Fears (ZeroHedge)
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Alarming Supply-Chain Stress Sends Transport Cost Soaring, Fueling Inflation Fears
Nearly three weeks ago, UBS analyst Pierre Lafourcade reactivated his desk's supply-chain watch coverage after stress across global supply chains was "rising at its fastest pace since the early pandemic." That warning is now increasingly getting louder by the week, with ongoing disruptions around the Hormuz chokepoint and the resulting energy supply shock, pushing up input, freight, and other logistics costs across the global economy.
Weeks after Lafourcade's warning, which can be read here, the May 2026 Logistics Managers' Index Report showed transportation costs surging to the highest level in the index's nearly 10-year history, while transportation capacity fell and transportation utilization remained elevated.
"Supply chains have been resilient despite these ongoing disruptions. However, in the past this level of elevate cost has eventually led to significant levels of supply-driven inflation," the repor...
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