Topic: FX research
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Markets swing on ultimatum U-turns
Markets swing on ultimatum U-turns. Loonie’s sentiment sour after BoC meeting. ECB hawks re-claim the narrative.
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Ultimatum clock ticks
Geopolitics back in the driver’s seat. Sterling’s fragile backstop exposed. ECB hawks re-claim the narrative.
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Aussie opens lower with markets on edge after Trump ultimatum
Aussie below 0.7000 after Trump warning to Iran. Oil higher despite US moves to ease Hormuz strain. Inflation takes centre stage as data flow heats up.
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Hawkish repricing
BoE holds, hawkish tone lifts the pound. Euro jumps as ECB recalibrates. Retail sales rebound in January.
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Chaos refuses to clear
Global markets reel as surging energy prices and Middle East tensions fuel inflation fears. Stocks sink, yields spike, supply chains snarl and metals tumble, while central banks hold rates and the dollar eases slightly.
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Hawkish signals reverberate
Hawkish Fed, hot oil, stronger dollar. BoE holds, hawkish tone lifts the pound. Euro jumps as ECB recalibrates.