Topic: FX research
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Soaring crypto, equities and USD
Piling into Trump trades. A long list of tail risks. Pound tumbles after mixed jobs report.
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Asian markets face headwinds as USD strength persists
USD strengthened amid negative US/China newsflow. UK labor data to drive Sterling moves. German ZEW to test Euro sentiment.
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Sigh of relief across Wall Street
Politics will continue to matter. Trade, domestic policy weighing on euro. UK jobs report in focus.
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Aussie, Chinese yuan weaker amid China, trade concerns
Aussie, CNY lead losses. US inflation and retail sales key this week. Soft employment data weighs on Loonie.
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Trump trade reverberating through markets
A Trump second term with a Republican Congress could drive U.S. stocks higher through tax cuts and deregulation, strengthening the S&P 500 amid Fed rate cuts and cooling inflation. Meanwhile, eurozone uncertainty and higher U.S. yields boost the dollar.
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Cautious rate cuts as yields rise
Fed not fazed by Trump, for now. Hawkish BoE cut helps pound. Euro sensitive to Trump news.