Topic: Market Insights
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Rate expectations & rallying equities support sterling
Proud pound awaits inflation data, the euro shrugs off cooling German producer prices, and Inertia of FX could further hurt JPY.
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Global markets ease after bumper week
The Fed’s decision to keep interest rates on hold last week has been one key driver of the recent gains.
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USD rebounds as European shares dive
USD index climbs from one-month lows as worries about higher European interest rates hit risk sentiment.
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Bank of England to dominate the week
The new central bank hierarchy, US recession probability splits asset classes, and the BoE is unlikely to push back against rate expectations.
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European policy rates at 22-year highs
Lagarde has convinced investors of a July hike, mixed data leaves another Fed hike on the table, and the pound benefiting from monetary divergence.
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