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We are entering a period of calm in US macro news. This means that it’s mostly up to any positioning readjustment to keep the US dollar from rallying further. Growing focus will be on the eurozone...
Markets were quick to buy US Dollar after a minor correction as US CPI was released yesterday. This move might reflect expectations for the coming year, as a USD-positive policy mix under Trump is...
As the dust settles after last week’s US election results, global markets are settling into core trades of a firmer US dollar, higher US equities and higher terminal rate from the Fed. Importantly in...
Growth figures for 3Q are published in the US and eurozone today. German CPI is also expected to have re-accelerated, but the impact on the euro may be limited. In the UK, Chancellor Reeves announces...
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