Topic: Market Insights
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The perfect storm for bonds and equities
Macron’s snap election call, lower U.S inflation, and fewer Fed rate cuts sparked market volatility. U.S bond yields dropped, equities hit highs, and European markets fell. EUR/USD volatility surged, widening the French-German yield spread.
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Dollar tries to ignore disinflation
Disinflationary narrative gains credibility. Euro down on political focus. A surprising safe-haven in town.
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Dollar rises despite US disinflation
Disinflationary narrative gains credibility. Euro down political focus. A surprising safe-haven in town.
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Greenback stronger as US stocks hit new highs; BoJ due
USD back near highs as US shares rally. JPY faces upside risks as BoJ turns to policy normalisation. GBP stronger for now, but inflation key.
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Dollar pares some of the CPI losses post-Fed
Inflation trumps the Fed (and jobs data). Sterling rides the risk wave. Euro recovers; macro overshadows politics.
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Volatile FX trading coming full circle
Inflation trumps the Fed (and jobs data). Sterling rides the risk wave. Euro recovers; macro overshadows politics.