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US inflation sends shockwave across markets
Macro and markets look a lot different now then they did two weeks ago, and it has once again been US economic data that investors can blame for causing this volatility.
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Hot US inflation tapers Fed rate cut outlook
Inflation just won’t bend. Pound and euro drop over 1%. ECB in focus today.
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US inflation data in the spotlight
Dollar faces crucial inflation test. Slight spring in sterling’s step. Euro retreats ahead of US data.
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Upbeat Asian sentiment helps pound and euro
US yields climb but dollar drifts lower. UK retail sales growth at 7-month high. Euro edges higher as risk sentiment recovers.
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US inflation, UK GDP and ECB meeting loom
Dollar pares post-payrolls gains. UK GDP in focus this week. Euro stumbles to a best Q2 start since ‘15.
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Rate cuts in June despite rising risks
The main overarching risk to central banks around the world and the current low-volatility regime lies in the ascent of commodity prices, the US dollar and inflation expectations so far in 2024.