Holly Thompson
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China is dominating the news flow
Real yields are starting to bite, China is Europe’s problem, really. 6% peak back on the table.
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Dollar on track for another 1st place weekly finish
China malaise weighs on euro, sterling cuts weekly gain after UK economy disappoints, and USD/CAD seesaws in and out of positive territory for 2023.
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Dollar dominates as risk sentiment sours
Yields at 15-year highs pressure equities, PBoC pushing back against weak yuan, and sterling stumbles after retail sales miss.
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Dollar steadies after clocking fresh peaks
Euro hits lowest level in 6 weeks, sterling buoyed by hot UK data, C$ falls to 11-week low.
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Global yields rise despite weaker China
Elevated core inflation supportive of the pound, the grass is greener in the US, and China pushed down euro below $1.09.
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Dollar consolidates gains ahead of Fed minutes
Euro sticks to lower orbit, sterling boosted by sticky core inflation, and risk aversion weighs on C$.