Topic: FX research
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Yields surge as market shrugs off manufacturing slump
USTs resume bear steepening. Dollar resilient amid high-for-long rate expectations. Won weakens despite export recovery, pressured by outflows.
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Euro enjoys a relief rally
Euro gains as France goes to polls. Politics aiding the dollar. Sterling steady ahead of election.
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European markets edge higher after French vote
Euro gains as France goes to polls. Politics aiding the dollar. Sterling steady ahead of election.
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US inflation cools, Asian FX up as PBoC steadies yuan
US inflation cools, Asian currencies strengthen. Elections and economic data key this week. Expect Indonesia inflation to ease, but core steady as BI holds rates.
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Politics over macro as dollar rises marginally
Despite signs of the US economy losing steam, the dollar remains appealing due to political turmoil in Europe, Trump rising in the polls, and FX weakness in Asia. The UK’s Q1 growth was upgraded to 0.7%, leading the G7. Meanwhile, USD/CNY is under pressure as Chinese bond yields hit two-decade lows.
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USD/JPY posts fresh high above ¥161 ahead of US PCE
Dollar enjoys a debate boost. UK fastest growing G7 economy in Q1. US PCE to guide EUR/USD.