ING
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USD: Markets eye Ukraine peace talks amid thanksgiving-thinned week – ING
The US Dollar (USD) faces downside risks this week as cautiously optimistic Ukraine peace talks and the Fed’s Beige Book could temper…
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USD softens despite strong jobs signal – ING
The US Dollar’s (USD) muted response to stronger US jobs data suggests positioning is far more balanced than in recent…
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USD/JPY: Japan’s fiscal stimulus keeps BOJ on hold – ING
Japan’s energy-focused fiscal stimulus is set to lower headline inflation and may delay further BOJ tightening, pushing real rates deeper into negative…
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EUR: Drops below 1.1500 unsustainable for now – ING
Our EUR/USD model returns a short-term undervaluation of 2%, ING’s FX analyst Francesco Pesole notes. EUR/USD may struggle to trade…
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GBP: CPI data is mildly sterling supportive – ING
This morning’s release of October CPI data could be read as mildly hawkish for Bank of England policy, ING’s FX…
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EUR: Holding up – ING
Despite one month realised EUR/USD volatility sinking to just 4.8%, one month traded volatility has picked up to 6.5%, ING’s…
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EUR: Decent momentum may fade – ING
EUR/USD bullishness has continued to rise both in spot and via the options markets, with 1-month 25 delta risk reversals…
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USD: Dollar pricing in soft data – ING
It’s not unusual for the highly efficient FX market to be more forward-looking than other asset classes. In this case,…
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HUF: The market absorbs a higher public finance deficit – ING
Tuesday’s inflation in Hungary was slightly lower than expected, at 4.3% versus 4.5% expected, confirming the downside risk of a stronger…
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EUR: Dining out on the softer USD – ING
EUR/USD has held onto its gains this week – though that largely looks a function of the slightly softer dollar, ING’s FX…
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