Topic: FX research
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Fed, RBA and RBNZ put rate outlooks in focus
Dollar holds its ground before Fed test. Aussie rate advantage faces CPI test. RBNZ hike may not lift the Kiwi.
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Fed-BoC split puts USD/CAD at a crossroads
A central bank double-header meets a conflicted market. Fed pause leaves US dollar waiting for December. BoC hike pricing leaves Loonie little room.
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Event risk cranks up a notch
A changing USD risk narrative. France gets Moody’s relief. Mind the Budget gap.
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Aussie rebuilds as markets turn cautious
AI concerns pressure markets. Aussie rebounds as rate support returns. Fed, ECB and Australian inflation in focus.
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Market roils amid AI anxiety
Global MacroGrowth stabilizes as inflation remains uneven China growth improves. China’s economy expanded 4.5% y/y in Q3, above the 4.4% forecast and up from 4.3% in Q2. September industrial production accelerated to 5.5%, while retail sales rose 1.1% vs 0.5% expected.
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When AI doubts become US dollar risks
When AI doubts become US dollar risks. Retail strength extends Loonie’s rate-driven rally. Trade strains deepen Peso’s carry breakdown.