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Dollar distress ahead of Fed Day
Dollar distress ahead of Fed Day. Dollar distress, euro excess. GST measures to complicate near-term cut hopes.
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Soft US Dollar pushes LatAm higher
LatAm Alpha crushes global benchmarks. Capitalizing on broad USD weakness. Trading near 4-month high.
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USD selling pressure mounts
Carney’s China gambit baits Trump. Still lagging the majors. Two headwinds, one amplifier.
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Back to macro
Positioning into the FOMC. Retail resilience. Still no break from 1.17.
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Diminishing returns
Diminishing returns. A courageous stroke of geo-economic arbitrage. Sterling’s bounce meets macro reality.
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Dollar stumbles as trade risks multiply
Dollar stumbles as trade risks multiply. Still clouded by tariffs. LatAm as tariff hedge?