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FX Weekly – Pushback against lower yields
The USD gained after officials successfully pushed back against elevated policy easing expectations, yet US shares still made new highs.
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FX Weekly — No change to the consensus
US inflation remained hot but has not risen enough to change neither markets, nor the Fed’s perspective on monetary policy
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US shares recovery boosts Aussie, kiwi
Aussie, kiwi bounce from recent lows. US data slowing, but moderately. Euro weaker ahead of jobs data.
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FX Weekly – Rate cut hopes tested
The first trading week of the year is shaping up to be negative for risk assets, with markets fretting about an expected uptick in inflation
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FX volatile on mixed messages from US jobs
Strong NFPs doubted after services employment drop. CHF dominance continues for second year. Kiwi weakness not helped by higher rates.
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US jobs key for USD’s short-term rally
Markets continue to reverse into 2024. China growth hopes supporting iron ore, Aussie. SGD NEER near peak?