Topic: FX research
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Data divergence underpins dollar resilience
Geopolitics keeps markets whipsawing. From EUR stability to building downside pressure. Harder to knock sterling lower.
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Oil prices start to bite as PMIs dive
PMIs show US maintains outperformance. Soft Australian jobs data hits AUD/USD. USD eases in Asia as Fed signals patience.
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Hawkish Fed meets oil shock, again
Hawkish Fed meets oil shock, again. Small business sentiment dips. Moody’s downgrade fails to break Peso resilience.
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USD turns from highs as Trump sees Iran war in “final stages”
Uncertainty around US next move drives volatility. USD eases, but markets right to price a longer hold – or hikes. Asia FX splits into DM and EM.
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Bond selloff, dollar gains
Bond selloff, dollar gains. Markets expect BoC to move by October. Soft inflation meets hard constraints.