Topic: Daily Market Updates
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Dollar stays soft as geopolitical fears subside
Five sessions of gains as geopolitical fears subside. Resilient, but still waiting for conviction. Regaining its carry allure.
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De‑escalation narrative awaits validation
Markets stall asymmetrically as de-escalation awaits confirmation. Resilient, but still waiting for conviction. Sterling holds, but upside lacks conviction.
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Risk mood brightens
Ceasefire optimism lifts risk. Aussie jobs steady, AUD nudges higher. China’s economy beats forecasts.
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Rising risk sentiment stalls dollar rally for now
Rising risk sentiment stalls dollar rally for now. Sentiment improves, but proof still pending. Positive rebound on February data.
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All-time highs, old trades unwound
From war premium to peace trade. EUR sentiment improves, but proof still pending. UK GDP surprise lifts pound, but outlook fragile.
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Dollar holds as risk appetite returns
Risk returns as stocks hit new highs. Yellen leaves the door open for a US rate cut. Tariff threat returns.