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Bilal stays bullish USD/JPY despite a potential YCC adjustment from the BoJ; Dominique previews Thursday’s GDP data release given the remarkable 4.5% reading for Q3; John argues a major selloff in equities is unlikely; Caroline still thinks Hungary’s rate move will be a 50bp cut to 12.5%, with risks skewed towards a smaller 25bp cut; Mirza looks at the rapid drain in global liquidity that is affecting emerging markets; Henry believes the ECB will hold at 4% on Thursday; Ben expects the Bank of Canada to also pause tomorrow; Viresh argues oil markets have already priced much of the geopolitical risk.
Bilal stays bullish USD/JPY despite a potential YCC adjustment from the BoJ; Dominique previews Thursday’s GDP data release given the remarkable 4.5% reading for Q3; John argues a major selloff in equities is unlikely; Caroline still thinks Hungary’s rate move will be a 50bp cut to 12.5%, with risks skewed towards a smaller 25bp cut; Mirza looks at the rapid drain in global liquidity that is affecting emerging markets; Henry believes the ECB will hold at 4% on Thursday; Ben expects the Bank of Canada to also pause tomorrow; Viresh argues oil markets have already priced much of the geopolitical risk.
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