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Understanding Carry Trades

Understanding Carry Trades — Recently, the Japanese yen experienced significant movements partly due to the unwinding of carry trades. At the beginning of July 2024,

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Rate Cut Odds Rise

The uncertain US data continues to impact the market’s expectations regarding the timing of the Federal Reserve’s first rate cut, as the data is continually

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Dollar Outlook Changed

Dollar Outlook Changed- Since last year, we have shifted our outlook on the Dollar to bearish due to the expected multiple rate cuts by the

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