Topic: Market Insights
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FX Weekly – Rate cut hopes tested
The first trading week of the year is shaping up to be negative for risk assets, with markets fretting about an expected uptick in inflation
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FX volatile on mixed messages from US jobs
Strong NFPs doubted after services employment drop. CHF dominance continues for second year. Kiwi weakness not helped by higher rates.
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Risk assets need weaker US job growth
Dollar on track for best week since May. Short-term reflation in Europe. Pound stronger versus the euro.
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US jobs key for USD’s short-term rally
Markets continue to reverse into 2024. China growth hopes supporting iron ore, Aussie. SGD NEER near peak?
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Stocks fall, and a rebound in inflation?
Dollar extends gains. Labor market holds up, inflation next. Pound in the hands of external factors.
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USD extends gains after Fed minutes
Fed minutes hit markets. Central banks near peak. US election to drive volatility.