Region: North America
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Central banks back in action today
Dollar higher before the Fed. Past peak pessimism but no optimists in sight. Chancellor’s speech to guide sterling. It’s not what you do, but what you say.
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Risk aversion as AI and tariff fears dominate
Trump teases out policy plans. Revisiting policy rate divergence. Euro profits from AI shock. Pound slides from $1.25 amidst risk aversion.
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Central banks back in focus this week
Soft Trump bad for the dollar. Is Europe bottoming? Canada replaces China in the tariff crosshairs. GBP/EUR rebounds from 5-month low.
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New Trump regime is weighing on dollar
Japanese yen swings after rate hike. Tariff policies drive FX market sentiment. Dollar on for biggest weekly decline in months. Euro almost 2% stronger this week. Pound pounces on dollar weakness.
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Too early to bet on extended USD weakness
Trump targets China, markets yawn. Explaining the divergence. Euro hits 5-week high; has it broken downtrend? Pound near 5-month low against euro.
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Volatility will be the name of the game in 2025
Tariff fears weigh on peso and loonie. Did you read the memo? Animal spirits push the euro beyond $1.04. Sterling still stuck in downtrend.