Topic: Daily Market Updates
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Aussie rebounds from two-week lows as US shares recover
US shares recover on AI-driven gains. Inflation expectations ease but remain above RBA band. China’s Xi hosts wave of global leaders.
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Dollar bears grapple with ‘run hot policy’
Dollar bears grapple with growth expectations. Trade rhetoric threatens Canadian growth rebound. New 2026 highs.
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Still running hot
Dollar bears grapple with growth expectations. Volatility too quiet for comfort. Gilts lean into the soft patch.
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Greenback gains as Bessent warns Japan, Korea on FX
US warns on Asian currency devaluation. Fed’s Barkin sees inflation cooling. BoJ expected to hike twice as USD/JPY retreats from 18-month highs.
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Looking past the noise
Looking past the noise. Range bound by rate reality. Peso lags in LatAm currency race.
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Not soft enough: dollar supported
USD showing resilience near 1-month high. Euro range bound by rate reality. Reading between the MPC lines.