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The Bank of Japan delivered a well-telegraphed 25bp hike, but surprised markets on the hawkish side by materially raising its inflation forecasts. We expect two more hikes this year which can pave...
Markets have continued to unwind US Dollar longs as US Treasuries had another strong session, and a delay in tariff announcements is fuelling some tentative optimism. That said, we could start to see...
Markets may tread carefully today ahead of Monday’s inauguration of President Trump. There are lingering concerns about the “day one” measures, some of which are priced in, which could generate some...
US dollar keeps gaining strength amid solid economic data and inflation concerns Right now, the market is eyeing key inflation reports this week to determine the Fed's next move. Meanwhile, the...
The EUR/USD remains under pressure, grappling with a mix of weak Eurozone economic data, China’s economic slowdown, and persistent US Dollar strength. Mid-day trading in London saw the currency pair...
EUR/USD shows signs of a mild rebound, but the broader downtrend remains intact. Inflation data and Trump’s tariff stance could shift market dynamics this week. Key resistance around 1.0460 will be...
The US dollar could lose some momentum this week as a return of normal market conditions allows for some reconciliation with slightly lower rates. However, the proximity to Trump’s inauguration and...
We expect the Federal Reserve to deliver a consensus 25bp cut on Wednesday, but also to scale back on guidance for rate cuts next year. We think this will allow the US dollar to stay firm into...
US Dollar has continued to buck seasonal depreciating trends thanks to a still-high short-term swap rate. We expect a wait-and-see approach today ahead of the last key central bank events of the year...
The US dollar is largely holding onto gains as this week’s US inflation data has come in on the firm side and kept USD rates supported. EUR/USD bears have also survived the ECB test, where Christine...
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