Topic: Market Insights
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Aussie, kiwi in focus ahead of GDP, RBNZ
Aussie, kiwi pressured after USD rebound. Bessent looks to BoJ to support Japanese yen. China factory activity shows improvement.
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Dollar regains ground after Jackson Hole
Hawkish Warsh revives the Dollar. Trade escalation keeps USD/CAD supported. Carry keeps the Peso on firm ground.
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Aussie reverses at 0.7200 as Fed’s Warsh talks tough
Warsh signals potential rate hike at Jackson Hole. Yen weakness persists as USD/JPY nears 160. RBNZ, US jobs in focus this week.
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Canada posts a stronger second quarter
Canada’s rebound buries recession fears. Dollar steady ahead of Warsh. Strong month for the Mexican Peso.
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Searching for signals
Markets are looking to Jackson Hole for clues on the Fed’s next move as oil prices fall, inflation stays sticky, and trade tensions simmer. We break down the latest macro developments, FX trends, and what’s driving markets now.
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A hole lot riding on Warsh
Dollar steady ahead of Warsh. Constructive euro bias but conditional upside. Sterling’s Autumn challenge.