Holly Thompson
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Buckle up for US CPI
Bonds volatile; US inflation in spotlight. Pound should fare better versus euro. Lack of impetus.
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Political risk and rising yields buoy USD
Dollar steady as uncertainty reaches all-time high. Pound remains subdued despite rising UK yields. Negatives pilling up for the euro.
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Rising bond yields dampen mood
US yields marching higher. Pound looks for support after hitting 4-week low. Euro trading sub $1.10.
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Dollar consolidates after blowout jobs report
US exceptionalism back in spotlight. Pound suffers worst week in over two years. Weak European data weighs on euro.
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Treasuries, US dollar soft ahead of NFPs
All eyes on critical US data. Bailey lands knock-out blow to pound. Euro erases year-to-date gains.
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Global risk keep investors at bay
Global macro forces are creating uncertainty in financial markets due to geopolitical tensions, Chinese stimulus, rising commodity prices, a stronger US dollar, and shifting interest rate expectations. Inflation risks are heightened by supply chain disruptions and conflicts.