Topic: Daily Market Updates
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Volatile FX trading coming full circle
Inflation trumps the Fed (and jobs data). Sterling rides the risk wave. Euro recovers; macro overshadows politics.
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USD hit after CPI, but Fed pares losses
CPI in shock drop, but Fed stays cautious. AUD recovers as valuation gaps with US narrows. GBP might be pressured by US exceptionalism and seasonality.
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Buckle up for market-moving US events
US inflation and Fed in focus. ECB’s hawkish consensus shift to be tested. Pound near 2-year high versus euro.
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Shifting focus from Europe to the US
US inflation and Fed in focus. ECB’s hawkish consensus shift to be tested. Pound near 2-year high versus euro.
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FX markets on edge ahead of US CPI, Fed
FX cautious ahead of key releases. USD index at one-month highs ahead of Fed. THB outlook bearish.
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Euro continues election-induced declines
Political risk to linger due to French election. Fed to signal two cuts for 2024. Sterling steady on mixed jobs report.