Eurozone May PPI m/m 0.2% (est 0.2%); April revised up to 0.7% from 0.6%.

BNY Mellon senior macro strategist Jeff said softer US labor data and improving inflation have reduced the urgency for further Fed tightening, but that does not resolve whether the growth slowdown is controllable or whether market policy expectations have overshot. He added the global narrative is fragmenting: in the US the question is whether the Fed can remain patient if inflation risks do not re-emerge; in Europe focus is shifting from emergency inflation fighting to growth, fiscal credibility and defense financing.

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