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Investors Step Back From US Assets Ahead of Data Flood

Investors Step Back From US Assets Ahead of Data Flood
Last week delivered what should have been a moment of relief for global markets: the US finally ended its historic ...
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Dollar Risks Losing Support from Tariff Revenues

Dollar Risks Losing Support from Tariff Revenues
The US risks losing tariff revenues. The American labour market is cooling down. EURUSD may rise to 1.21. The pound ...
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Markets Apparently Assume that Fed at Some Point Will (Have to) Give in to Political Pressure

Markets Apparently Assume that Fed at Some Point Will (Have to) Give in to Political Pressure
Markets After the market chaos in the wake of the Liberation Day reciprocal tariffs announcement, president Trump and his administration ...
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A Whirlwind Week Leaves US Assets Reeling Amid Tariff Turmoil

A Whirlwind Week Leaves US Assets Reeling Amid Tariff Turmoil
It has been a brutally volatile week across global markets, driven by a whirlwind of US tariff implementations, abrupt reversals, ...
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EURGBP Extends Steep Ascend into Fifth Straight Day

EURGBP Extends Steep Ascend into Fifth Straight Day
EURGBP holds in steep ascend for the fifth consecutive day, strongly supported by rising risk aversion on the latest escalation ...
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Global Trends Hit Pause, Consolidations to Follow Until Trump’s Liberation Day

Global Trends Hit Pause, Consolidations to Follow Until Trump’s Liberation Day
The dominant trends that shaped Q1 in global markets appear to have run their course, with most major assets entering ...
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Markets Weekly Outlook – US Dollar, Inflation & PMI Data Analysis

Markets Weekly Outlook – US Dollar, Inflation & PMI Data Analysis
Risk Assets continue to struggle despite some gains in the S&P 500 and Dow Jones. It highlights investor concerns about ...
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A Series of Central Bank Meetings and Key (Geo)political Cliffhangers

A Series of Central Bank Meetings and Key (Geo)political Cliffhangers
Markets US data screamed stagflation but markets didn’t bother this time around. A steep drop in consumer confidence (University of ...
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Currency Markets Consolidate as Trader Start Repositioning for Tariff Battles in April

Currency Markets Consolidate as Trader Start Repositioning for Tariff Battles in April
The past week in the currency markets was marked more by consolidation than decisive moves, even as risk aversion deepened ...
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Sunset Market Commentary – Action Forex

Sunset Market Commentary – Action Forex
Markets Bear steepening of yield curves is the main – and only -expression of the new step-up in trade threats. ...
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