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FX markets are reasonably calm as attention builds on China’s export controls on rare earths. The decision to impose such controls has clearly touched a nerve in the US and across G7 nations....
The Aussie dollar finds itself once again tied to US-China trade developments. We discuss four scenarios for AUD/USD based on potential developments in Sino-American relationships. Further escalation...
French PM Lecornu managed to bring the Socialist Party on board and now stands a decent chance of surviving tomorrow’s confidence vote and passing the budget. Some risk premium is leaving the...
China has ramped up retaliation against the US trade investigation, and markets are again jittery about the prospects of a fully-fledged re-escalation. There are downside risks for the US dollar, but...
The US dollar continues to rally, with political events in France and Japan weighing on the two largest components of US Dollar Index (DXY) – EUR and JPY. Today’s deadline to form another...
Another government shutdown, another bout of handwringing in Washington. Yet markets don’t seem to care. Stocks are at record levels, the dollar is firm, and investors are showing once again that...
October has historically been a bullish month for EUR/USD, which peaked out to 4-year highs last month - see the key levels to watch for the euro and all the major currency pairs!October Forex...
Polymarket is pricing an 80% chance of a US government shutdown by the end of the day, with decent volume behind - effectively, punters price in a strong base case, we are really shutting the...
The Japanese yen could emerge as an outperformer as a hedge to the US entering a government shutdown tomorrow. Today, the focus is on data, though, with the JOLTS report watched closely after last...
The Reserve Bank of Australia (RBA) has opted to keep rates unchanged, signaling caution even as inflation moderates and the labor market remains tight. Markets are reading this as a pause rather...
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