Holly Thompson
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Dollar gains amid cautious market sentiment
Sterling extends slide after Bailey’s warning. Dollar’s safe haven support. Euro retreats amid cautious mood.
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Stocks, FX muted while bonds pare safe haven gains
Volatility erupts on Iran-Israel conflict. Mixed US data keeps another 50 in play. Eurozone inflation drops below 2%.
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Dollar gains ahead of ISM PMIs, JOLTs report
A sterling Q3 performance for the pound. Dollar benefits from trimmed 50bps cut bets. Soft inflation strengthens the case for an ECB October cut.
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Europe stocks, bonds fall yet EUR/USD edges to $1.12
All eyes on US jobs report. BoE pricing poses a risk to pound. Cooling inflation may prompt ECB to cut in October.
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China joins Fed to greenlight equity rally
A week after the Fed encouraged markets, China’s policy easing has fueled further gains. US and European equities hit record highs, while Chinese stocks saw their biggest rally since 2008. Investors now await crucial US labor data to gauge the next Fed move.
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Yen, stocks rally on new Japan PM
Worst Q3 since 2010 for USD. Quality Q3 for quid. Euro lifted by quarter-end flows.