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USD: Disinflation not enough for the bears July’s US inflation numbers released yesterday were largely in line with expectations, reassuring markets that there are no setbacks in the...
It’s a busy week on the calendar with inflation taking centre stage. With a wide list of countries reporting their latest price changes, focus on the end of the week will shift towards the US as...
USD: CPI and quarterly refunding will be the highlights Friday's release of a mixed US July jobs report was enough to deliver some calm to the US bond market. Recall that the sharp sell-off at the...
USD: Time to re-focus on Fed pricing? EUR: Stabilising GBP: A hawkish 25bp hike by the BoE CZK: CNB formally ended the FX intervention regime USD: Time to re-focus on Fed pricing? US bonds remained...
USD: Tracking Treasuries Wednesday's session was all about the US bond market and the sell-off at the long end of the curve. US 30-year Treasury yields were briefly 15bp higher. And far from the...
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