Topic: Market Insights
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No playbook for Trump 2.0
A favorable U-turn for the Loonie? Tariff fatigue, hidden PPI optimism. Euro up 1.3% this week. Digging into the GDP detail.
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Markets flirting with risk
Equities surged on Valentine’s Day, with markets reacting to inflation surprises and shifting trade headlines, while USD weakened. Investors are focused on upcoming central bank decisions and economic data.
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Dollar falls to 8-week low
Tariff fatigue, hidden PPI optimism. Euro up 1.3% this week. Digging into the GDP detail.
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Dollar down on reciprocal tariff delay
Reciprocal tariffs delay weighs on dollar. Retail sales slump tests dollar resilience amid tariff shadow. Ringgit outshines on trade surplus boost.
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War’s end optimism stalls USD gains
Dollar fall surprised the market, not us. Super-core climbs, premiers push back. Euro higher on external impetus. Pound rises above $1.25 after UK GDP beat.
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Geopolitical easing tops inflation tightening
Dollar fall surprised the market, not us. Euro higher on external impetus. Pound rise above $1.25 after UK GDP beat.