Topic: Daily Market Updates
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Dollar eases after US retail sales miss expectations
Dollar pares gains after soft data. UK inflation at 2% target after almost 3 years. Euro rises on weak US data.
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Dollar holds firm at the start of the week
Making sense of dollar resilience. French politics a drag on the euro. Will the BoE lean into rate cuts?
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Dollar tries to ignore disinflation
Disinflationary narrative gains credibility. Euro down on political focus. A surprising safe-haven in town.
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Dollar pares some of the CPI losses post-Fed
Inflation trumps the Fed (and jobs data). Sterling rides the risk wave. Euro recovers; macro overshadows politics.
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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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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.