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| 30th April 2026 | view in browser | ||
| All about the tone: ECB and BOE in focus | ||
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Markets head into today’s ECB and Bank of England decisions in the immediate aftermath of a more hawkish-leaning Fed. The broad consensus is that both central banks will hold on rates, leaving the real focus squarely on communication rather than action. |
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| 30th April 2026 | view in browser | ||
| FOMC decision preview | ||
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Markets head into today’s FOMC with near-universal expectations for a hold, so this meeting is much less about the rate decision itself and much more about Powell’s tone, the inflation narrative and whether the Fed leans toward validating market calm or pushing back against it. |
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| 30th April 2026 | view in browser | ||
| Keep an eye on crypto | ||
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Crypto is showing signs of a structural bullish shift, with bitcoin and ETH holding key breakouts amid improved sentiment, supportive macro dynamics, and early signs of capital rotating back into the asset class after a prolonged period of underperformance. |
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| 30th April 2026 | view in browser | ||
| Fed Preview: Oil Shocks, Policy Optionality, and a Changing Bias | ||
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A Fed on hold is likely to maintain a hawkish tone, but growing macro uncertainty and supply-driven inflation risks point to an underappreciated shift toward prioritizing growth, leaving markets vulnerable to a post-event move of dollar weakness and renewed demand for equities. |
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| 30th April 2026 | view in browser | ||
| Why crypto is holding up better than you’d think | ||
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Crypto markets have exhibited notable resilience into Monday, amid the ongoing joint US-Israel military operation targeting the Iranian regime. This relative stability stands in contrast to the sharper volatility seen in traditional markets, where equity futures have tumbled and oil prices have rocketed. Several structural advantages appear to underpin crypto’s outperformance. |
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| 30th April 2026 | view in browser | ||
| Crypto Update: When fear rises, history whispers | ||
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Crypto markets have been back in the spotlight on a global scale as losses intensify in recent days, leaving bitcoin more than 50% below its October record high and ETH roughly 65% off its August peak. So what do we make of it and were do we go from here? |
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| 30th April 2026 | view in browser | ||
| FOMC Decision Preview | ||
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Markets head into today’s FOMC decision expecting little in the way of policy fireworks, with the Fed widely forecast to hold rates steady at 3.50 to 3.75% after three consecutive cuts late last year. Futures markets are pricing in more than a 97% chance of a pause, with the earliest meaningful odds of another cut not emerging until June. |
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| 30th April 2026 | view in browser | ||
| The elephant might not be that large — crypto thoughts | ||
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Optimism remains abundant as the year gets underway, driven by growing excitement around bitcoin and the broader crypto complex amid continued signs of institutional adoption and regulatory progress. But the market has now encountered its first meaningful test. |
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| 30th April 2026 | view in browser | ||
| Markets adjust to a new balance | ||
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Looking back on 2025, the performance of assets against the U.S. dollar reflects a year of macroeconomic adjustment rather than outright disruption. |
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| 30th April 2026 | view in browser | ||
| FOMC decision preview | ||
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As markets head into today’s FOMC decision, the consensus expectation is for the Federal Reserve to deliver a 25bp rate cut, an outcome that is largely priced in. As a result, the policy move itself is unlikely to drive sustained market reaction unless accompanied by a meaningful shift in messaging. |
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