Topic: Daily Market Updates
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Greenback on thin ice as long-end yields roar
The bear steepener, the USD, and the Fed’s path. Eurozone fractures. BoE Pivot Risks GBP Reversal.
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USD slips as Fed cut hopes grow
Greenback lower on Fed tension. USD/SGD slips from one-month highs as Trump eyes Malpass for Fed. AUD/USD holds steady despite inflation jolt.
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USD bid, focus shifts to macro data ahead
Tariff rollback eases pressure on Bank of Canada. The new tariff is political interference. Banxico poised for rate cut as Peso looks to Fed’s next move. Fragmentation risk returns.
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Political interference vs. instability: emerging risk premia in USD and EUR
The new tariff is political interference. Fragmentation risk returns. What’s next for sterling-euro?.
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USD lower as Trump moves to fire Fed’s Cook
USD eases as Fed independence tested. Aussie steadies despite RBA hints at faster rate cuts. China sends top negotiator to Washington as trade talks restart.
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Fed cut enthusiasm wanes
Euphoria around interest rate cuts eases. Sentiment takes a hit: The euro’s triple threat. Sterling faces structural strains.