Topic: Market Insights
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Eurozone narrowly avoids technical recession
BoE risk clocks tick. Euro slips on ECB rate cut comments. CAD benefits from higher commodity prices.
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Greenback lower on rare good news on debt
USD lower after Treasury update. US confidence, job openings due. GBP resilient as inflation remains elevated.
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Paving the way for rate cuts in Q2
PCE didn’t rock the boat, or the dollar. Will we see a technical recession in Eurozone? Risk of a dovish tilt on Thursday.
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US inflation cools, but FX markets end week steady
US inflation continues to cool. USD/CNH back towards highs. Central banks might need to stay tight.
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The year of US outperformance ends
Stellar GDP report, focus turns to PCE. ECB holds rates as expected. Stronger consumer that spends less.