Topic: Market Insights
-
USD falls from two-month highs after weaker GDP
USD, bond yields drop after GDP miss. Fed stands firm, remaining data-dependent. USD/SGD, USD/CNH track greenback lower.
-
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.
-
Conflicting headlines
Yields stay high, US Dollar response muted. Between rates and conflicting geopolitics. Fading resilience into month-end.
-
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.
-
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.
-
Awaiting signals
Dollar range-bound as narratives struggle to advance. Losing carry in a low-vol world. Gilt volatility keeps GBP on edge.