Topic: FX research
-
Risk sentiment sapped by global bond rout
Bond selloff, USD gains. Rates volatility adds to EUR downside pressure. Soft UK inflation meets hard constraints.
-
Aussie, kiwi extend losses as bond yields spook markets
US bond yields drive sell-off. Inflation fears seal the deal on an Aussie rate hike. NZD/USD feels the squeeze.
-
When higher yields start to bite
When higher yields start to bite. Canada CPI picks up in April. Pound firms as Burnham fears recede.
-
The stress test nobody asked for
When higher yields start to bite. Euro’s hopes rise, then fade. Pound firms as Burnham fears recede.
-
USD drops from six-week highs as Trump delays Iran strikes
Aussie, kiwi rebound after early losses. Singapore’s exports surge on AI demand. Weak economic data sees Chinese yuan turn from highs.
-
Summit fades, conflict retakes centre stage
Chinese yuan stronger on Beijing summit reset. Time and rates work against the euro. Pound awaits clearer political signals.