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Global FX Insights

Special report: US initial jobless claims preview

Today’s report: The thing about China's surging exports

There’s been a mild wave of risk on flow in early Thursday trade, with the run up coming in the aftermath of a bearish close on Wall Street. It seems investors are finding comfort in shocking export numbers out of China, though we believe stocks are overreacting.   read report

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Wake-up call

Proceed with caution

Next 24 hours: Things are looking up....for now

Today’s report: Proceed with caution

Risk assets are feeling good into Tuesday as investors continue to feel better about encouraging updates around the coronavirus. This has also resulted in broad based selling of the US Dollar, as market participants reduce flight to quality exposure in the Buck. Still, we recommend proceeding with caution.   read report

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Wake-up call

Special report: US Jobs Report - Breaking it Down

Today’s report: Will stocks and the US Dollar close out strong?

This week’s record run in US equities has been rather impressive when considering ongoing stress associated with the coronavirus and calls for a major downgrade of China GDP forecasts. But it seems investors continue to focus on the positives. US jobs report ahead.   read report

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Wake-up call

Same old story for risk markets

Next 24 hours: Australian Dollar underperforms in Tuesday trade

Today’s report: Same old story for risk markets

It’s been the same old story. US equities take a minor hit on some unforeseen downside risk, this time in the form of tension between the US and Iran. US equities quickly find their feet and recover back towards record highs.   read report

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Wake-up call

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