Topic: FX research
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USD selling pressure mounts
Carney’s China gambit baits Trump. Still lagging the majors. Two headwinds, one amplifier.
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Dollar on the back foot
Two headwinds, one amplifier. Sterling finds lift only on big (positive) surprises. Fresh 4-year highs in sight.
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Yen volatility, and Central Bank decisions set FX tone
Intervention whispers, commodities ignite. BoJ stays put as one member pushes for a hike. Central banks and policy in focus
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The Greenland gear shift
Markets steadied as tariff tensions eased, JGBs slumped, and safe‑haven flows favoured the franc. AUD and NZD outperformed while JPY lagged, with the USD softening ahead of a closely watched Fed meeting.
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Fundamentals back in focus
Green shoots break through UK gloom. Positioning into the Fed meeting. Still no break from 1.17.