Topic: Market Insights
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Liberation or trepidation?
Does an awful April await the dollar? Betting on euro strength despite tariff threat. Sterling looks sturdy.
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FX markets on edge ahead of “at least 20%” tariff announcement
Markets inch higher ahead of US tariff announcement. RBA holds steady, citing inflation uncertainty. Japanese yen higher as Tankan Survey indicates May BoJ live.
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Markets brace for reciprocal tariffs impact
Checking in on the auto industry. Uncertainty likely to persist beyond Liberation Day. Euro held back by softer inflation. Lacking directional conviction.
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Defensive positioning going into tariff event
Uncertainty likely to persist beyond Liberation Day. Euro held back by softer inflation. Lacking directional conviction.
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Aussie weaker ahead of RBA, but no change expected
Aussie falls to one-month lows. Global markets stay volatile ahead of tariff deadline. Eurozone CPI due.
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Tarrified
Stagflation fears rock dollar. Tariffs are backfiring for the U.S. Euro pounces on US weakness. Tariff resilience underpins positive pound view.