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It’s Fed day!
No hike needed for a hawkish Warsh debut. Fed and geopolitics to set the euro’s course. UK inflation miss nudges BoE toward extended pause.
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BoJ hikes, RBA holds, markets pause risk‑on as clarity on peace deal awaited
More proof needed. Oil in the driver’s seat for ECB outlook.
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A peace deal agreement has been reached
Oil and US Dollar slide after Iran US peace signal. EUR/USD lifts on Hormuz reopening deal. High-stakes week of risk events.
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Risk tone improves
Risk on, dollar off. Tentative rebound. Pound rebounds with risk appetite.
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Growth momentum firms USD outlook
Stronger dollar, conditional outlook. Trade and rates reinforce downside bias. Sterling struggles for a clean hawkish narrative.
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Muted price action
Dollar range-bound. Weak momentum ahead of CUSMA review. EUR/USD flat, bias still tilted lower. Sterling holding steady in quiet markets.