Region: Europe
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Markets versus the Fed. Someone will be wrong
Markets unimpressed by hot CPI report. EUR holds steady as US inflation beats forecasts. UK returns to growth, with a caveat.
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Risk on as disinflation likely to have continued
Dollar stuck in the middle. ECB warns Europe’s headed for another downturn. UK inflation to fall back to 2%.
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Treading water, dollar slightly higher
Waiting on US CPI. German data continues to disappoint. Aussie falls on weaker inflation.
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Equities surge, dollar resilient
Good data to start the week. Europe headed for a mild recovery. Pound ignores weak festive season.
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Starting the year on weaker footing
Friday adds to data confusion. Germans cutting back on spending. Pound as the second best performer of the week.
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Risk assets need weaker US job growth
Dollar on track for best week since May. Short-term reflation in Europe. Pound stronger versus the euro.