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USD: ISM services the only threat to an otherwise bullish story EUR: EUR/USD looks vulnerable GBP: Look out for BoE Governor Andrew Bailey at 3:15 pm CET CAD: An unsurprising pause by the Bank of...
The US Dollar appears poised to continue to move lower after latest economic data The euro, on the other hand, has been pricing in the possibility of further rather hikes from the ECB Meanwhile,...
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...
I am joined by co-founder Piers Curran to talk over three themes in markets this week:1) Goldman Slumps - the US investment bank reported its lowest quarterly profit in almost six years, weighed...
USD: Slowly regaining ground? The round of US data releases was quite mixed yesterday, and as discussed by our US economist in this note, likely supported the case for a pause after a July hike by...
After peaking in 2022, the US Dollar Index has spent nearly a year in decline.But it may be set to fall even further. And any further weakness in King Dollar will be bullish for precious...
U.K. inflation is highest among G7 countries and inflation in Eurozone is expected to stay elevated until 2025 This is set to ensure a hawkish policy until inflation is under control Meanwhile,...
Another day brings another set of data to support further Fed tightening. That should be the main story with the release of US personal income data and the core PCE deflator for May. Barring a data...
Bank of England surprises markets – and there are more hikes to come The Bank of England has surprised markets with a 50 basis point rate hike, following a series of smaller moves this year....
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