Topic: FX research
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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.
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Markets pivot as geopolitical tensions ease
Markets pivot as geopolitical tensions ease. Up seven days straight. Peso trails the Real.
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De-escalation bias still alive
Markets pivot as geopolitical tensions ease. Up seven days straight. Sterling rally faces macro reality.