The National Bank of Serbia published its review of global financial market developments for 11 to 15 May 2026, pointing to a stronger USD, higher US and German government bond yields, and diverging commodity prices as gold fell and Brent oil rose. EUR/USD ended the period at 1.1630, down 1.20% over the week. US Treasury yields rose to 4.07% on the two-year and 4.59% on the ten-year, while German yields increased to 2.74% and 3.17% respectively. According to the review, market moves reflected uncertainty over the Middle East conflict and stronger-than-expected US inflation data, with April consumer price inflation at 3.8% year on year and producer price inflation at 6.0% year on year. Gold fell 3.56% to USD 4,544.69 per ounce, while Brent rose 7.87% to USD 109.26 per barrel. In the emerging markets section, the report notes that the National Bank of Romania kept its policy rate at 6.50%, while April inflation reached 10.7% in Romania, 3.2% in Poland, 2.5% in Czechia, 5.6% in Russia and 1.2% in China. First quarter GDP was reported at minus 1.7% year on year in Romania, 3.4% in Poland and minus 0.2% in Russia.