Bundesbank: Russia-Ukraine war to spur higher inflation, weaker growth in Germany 5 (1)

German economy to be measurably hurt by Russia-Ukraine war, starting from MarchSupply chain problems to worsen as a resultHigher energy prices to dampen German household consumption, industrial outputGerman economic rebound in Q2 will be much weaker than expectedGerman inflation to rise further due

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Aussie, pound slightly lower on the day so far 5 (1)

There’s not much for traders to work with to start the new week so it seems like we are seeing the technicals stay more respected.
European equities are mixed with US futures slightly lower, while bond yields are continuing to keep higher on the day. I would say there’s not much conviction to start

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When will the Canadian dollar break the 9-month range? Five things to watch 5 (1)

The Canadian dollar finished the week strong with USD/CAD falling to 1.2600 at Friday’s close from as high as 1.2870 on Tuesday. That’s very close to the seven-week low of 1.2587 set at the start of the month.
For months, the loonie has been stuck in a push-and-pull from rising commodi

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Forexlive Americas FX news wrap: Risk rally continues as hawkish talk shrugged off 5 (1)

Fed’s Waller: The data is basically screaming at us to go for 50 bps
Fed’s Barkin says he’s ‚very open‘ to a 50 bps move if inflation does not begin to settle
Fed’s Kashkari sees rates at 1.75-2.00% at year-end
Biden-Xi call report says US did not make requests of China
White

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US housing is hotter than it’s ever been, despite rising rates 0 (0)

I think US housing is the single best trade in the world. Mortgage rates are rising fast but 7 hikes are now priced in for this year and a few more after that. I just can’t see a sudden stop in demand with borrowing rates up 50 bps in the past couple months.From CIBC: Freddie Mac reported that the 3

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Why the Fed’s Bullard wanted to hike by 50 basis points and start quantitative tightening 5 (1)

St Louis Fed President James Bullard dissented in Wednesday’s decision. He called for a 50 bps hike and also wanted to start trimming the balance sheet. He noted that the economy will grow above trend in 2022 and 2023 and further strengthen a jobs market that’s „already stronger than it’s

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