UK inflation : relief for £ & Gilts / BoJ 'signal' / S-T tactical tops UST yields, USD, SPX500 5820 held / U.S CPI key now

Stéphan
Jan 15
2 min read

The USD has carried its momentum from late 2024 into 2025. Bank of America notes that there is scant historical precedence for current market and policy conditions with respect to the dollar. The ones that do exist suggest further dollar upside from here. However, Bank of America argues that the dollar should eventually turn lower this year >>> higher UST and risk-off lately pushed $ top new highs, a 'slightly softer' U.S CPI (this afternoon) could change sentiment, January's are often a month of two halves..beware! Tatical tops in UST yields, USDollar, looking to tactical moves / correction in equity markets too, relief rally GBP, EMG etc
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