Topic: FX research
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FX markets hit as Strait of Hormuz remains closed, Aussie retreats from highs
Global sentiment weakens as US seizes Iranian ship. Yen pressure builds as Japan stays cautious. Key inflation in focus this week, with NZ standout.
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Peace hopes fuel risk rally
Shock, not awe: a brief Hormuz blockade lifted oil and the USD, but markets shrugged. Volatility cooled, oil reversed, equities hit records, and the dollar slipped—raising doubts markets ran ahead of diplomacy.
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Dollar stays soft as geopolitical fears subside
Five sessions of gains as geopolitical fears subside. Resilient, but still waiting for conviction. Regaining its carry allure.
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De‑escalation narrative awaits validation
Markets stall asymmetrically as de-escalation awaits confirmation. Resilient, but still waiting for conviction. Sterling holds, but upside lacks conviction.
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Risk mood brightens
Ceasefire optimism lifts risk. Aussie jobs steady, AUD nudges higher. China’s economy beats forecasts.
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Rising risk sentiment stalls dollar rally for now
Rising risk sentiment stalls dollar rally for now. Sentiment improves, but proof still pending. Positive rebound on February data.