Topic: FX research
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AUD gains ahead of RBA Bullock speech
USD stronger as peace deal hopes grow. Aussie gains ahead of RBA Bullock speech. SGD stronger as MAS tightens.
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Fed, oil and AI dominate
Fed, oil and AI dominate. Rates still drive USD/CAD. Carry bends as yields rise
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The bar for hawkish surprises rises
A higher bar for dollar bulls. Familiar stagflationary dilemma faces euro. MPC risks tilt against sterling.
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Oil drops as US pauses strikes; Aussie higher
US pauses strikes. Yen extends losses despite Japan inflation rise. Fed in focus as central banks dominate a busy week.
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US dollar approaches year high amid global uncertainty
Risks remain tilted to the upside. Rates still drive USD/CAD. ECB holds firm as markets price more hikes.
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Barrels of trouble
Oil above $100, renewed tariff risks and shifting rate expectations have lifted demand for the US dollar, leaving markets focused on central banks, inflation and the outlook for global growth.