Topic: FX research
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AUD at four-year highs as Trump announces Hormuz escorts
USD at post-war lows. AUD/USD at four-year highs. US jobs key on the economic front
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Dollar drops ending April, Fed’s path uncertain
Sticky inflation challenges Fed’s path. Growth momentum stabilizes starting 2026. Mexico growth slows as Peso wobbles.
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Another week, another shock
Yen shocks, oil jolts, equities soar. Suspected Japan FX intervention hit USD/JPY, while Hormuz risks and the UAE’s OPEC exit lifted oil. Stocks shrugged it off as central banks held rates but sounded hawkish.
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Yen shock overwhelms central bank bonanza
Japanese intervention drives broad dollar pullback as yen surges. ECB prepared to hike in June. BoE on “active hold”.
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USD slides across Asia on suspected BoJ intervention
Aussie back at four year highs. Oil hits new highs as US seeks Hormuz support. Kiwi leads despite confidence hit.
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Fed fractures deepen, oil remains bid
Powell’s farewell, Fed fractures deepen. Oil shock raises BoC’s reaction function. ECB caution, limited FX impact.