Bartholomew
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US Dollar softens after Trump administration tries to circumvent inflationary shock
The US Dollar retraces after sources disclosed the Trump administration is considering a gradual tariff implementation. In early Tuesday trading, a knee-jerk reaction briefly pushed inflation and Fed policy concerns to the background. The US Dollar Index (DXY) dips below 110.00 and looks for support
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Gold slightly recovers after gradual tariff plans leaked
Gold price halts Monday’s decline and ties up again with gains on Tuesday. Sources in the Trump administration disclosed that a gradual tariff introduction is being considered to avoid an inflation shock. Gold is testing the upside barrier in a broader-term pennant formation. Gold’s price (XAU/USD)
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Intrinsic instability
The global economy faces a long list of uncertainties -growth, inflation, interest rates, political, geopolitical, tariffs, etc. When uncertainty is exceptionally high, as is the case today, the economic environment becomes intrinsically unstable and may evolve suddenly and drastically. This acts as
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BoE's Breeden: Some evidence of activity weakening, but we expect it to pick up again
Bank of England (BoE) Monetary Policy Committee (MPC) member and Deputy Governor for Financial Stability Sarah Breeden noted that it might finally be time for the BoE to start loosening policy rates now that UK economic data has effectively begun to crumble. Key highlights There is some tentative ev
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Another truss moment?
The selloff in US treasuries continued yesterday over concerns that Donald Trump’s presidency would boost spending and inflation in the US, and make the Federal Reserve’s (Fed) job of bringing inflation back to the 2% target more difficult. The downside pressure slowed, however, after the ADP report
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Growth is too strong, inflation too sticky and the labor market softer but not crashing
As we detail below, growth is too strong, inflation too sticky and the labor market softer but not crashing, all factors that will prevent the Fed from cutting rates for some time. Yesterday the Atlanta Fed added to the weight with Q4 GDPNow at 2.7%, up from 2.4% last week. Real personal consumption
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EUR/CAD Price Forecast: Failure near 200-day SMA support-turned-resistance favors bearish traders
EUR/CAD attracts fresh sellers on Monday and erodes a part of Friday’s modest recovery gains. The recent breakdown and failure near the 200-day SMA supports prospects for further losses. A sustained move and acceptance above the 1.4900 mark is needed to negative the negative bias. The EUR/CAD cross
Pull-up Update