Topic: Market Insights
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USD turns from highs as Trump sees Iran war in “final stages”
Uncertainty around US next move drives volatility. USD eases, but markets right to price a longer hold – or hikes. Asia FX splits into DM and EM.
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Bond selloff, dollar gains
Bond selloff, dollar gains. Markets expect BoC to move by October. Soft inflation meets hard constraints.
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Risk sentiment sapped by global bond rout
Bond selloff, USD gains. Rates volatility adds to EUR downside pressure. Soft UK inflation meets hard constraints.
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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.
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When higher yields start to bite
When higher yields start to bite. Canada CPI picks up in April. Pound firms as Burnham fears recede.
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The stress test nobody asked for
When higher yields start to bite. Euro’s hopes rise, then fade. Pound firms as Burnham fears recede.