Topic: Market Insights
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Conflict tensions, fresh US data muddies the outlook
Conflict tensions and fresh US data muddies the outlook. Fading resilience into month-end. Stays on the defensive.
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Conflicting headlines
Yields stay high, US Dollar response muted. Between rates and conflicting geopolitics. Fading resilience into month-end.
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AUD/NZD falls the most since 2020 after RBNZ, Aussie CPI
Trump “not satisfied” with talks, US dollar stronger. Kiwi surges as RBNZ warns on inflation. RBA hikes less likely after April CPI.
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Dollar range-bound as narratives struggle to advance
Dollar range-bound as narratives struggle to advance. CAD stays on the defensive. Losing carry in a low-vol world.
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Awaiting signals
Dollar range-bound as narratives struggle to advance. Losing carry in a low-vol world. Gilt volatility keeps GBP on edge.
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NZD under pressure ahead of RBNZ decision
NZD nears six-week lows ahead of RBNZ at 2:00pm NZST. Australia’s inflation puzzle keeps AUD on edge. USD mostly stronger as Doha talks keep Hormuz in focus.