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Any negative in the data will make headline, but we'd really need to see a run of it before making definitive conclusions ...
The Bank of Japan kept its policy rate at 0.5%, reducing Japanese Government Bond purchases from 400bn yen to 200bn yen ...
The main story in FX remains the rapidly evolving Middle East conflict. If oil prices correct further due to perceived ...
It's Fed day. There lots going on and lots to mull over, but in the end not expected to amount to a whole lot. Still it's a big Wednesday. The Fed, of course. A 20yr auction (tailed last time). And ...
US retail sales have fallen for two consecutive months, unwinding most of the the pre-tariff spending splurge. Households are worried about what tariffs may mean for spending power and are ...
The market remains on edge with the biggest fear a potential blockage of the Strait of Hormuz, which would lead prices to soar further. Almost a third of global seaborne oil trade moves through the ...
A clear calming in nerves has allowed Treasury yields to edge higher, although Euro rates show a tad more concern ...
Czech industrial producer prices dropped 0.6% month-on-month and 0.8% year-on-year in May, coming in slightly softer than ...
Despite all the “Sell America” talk, the dominating impulse in more recent weeks has been “Buy America Back”. Equity markets ...
Barring an unexpected deterioration in the June data, it's likely that China remains on track to achieve its growth target in ...
Geopolitical risks failed to update over the weekend and will remain central in FX price action. The dollar's rebound has ...
The current account posted a deficit of US$7.9bn in April, surpassing both the market forecast of $7.5bn and our estimate of ...
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