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Global stocks continue to rebound today. The West’s refrain from excluding Russia out of SWIFT was seen as a relief. But still risks remain, in particular if war spreads to NATO countries. Economic data continue to take a back seat, and even another surge in US inflation doesn’t move markets. As for currencies, Aussie is
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Yesterday, Russia launched a full-scale invasion of Ukraine from multiple fronts. The crisis immediately plunged financial markets into risk-off mode. Strategists at ABN Amro focus on two key scenarios. They also offer an additional third, very negative scenario. The price shock scenario (probability: 75%) “Commodity prices continue their surge higher, and prices remain elevated for
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Overall, the markets seem to have stabilized from the shocking invasion of Ukraine by Russia, for now at least. US stock markets staged a late and strong turnaround overnight while Asian markets also recovered. Gold is back pressing 1900 handle while WTI oil is trading around 96, after breaching 100 briefly. In the currency markets,
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In recent trade today, the People’s Bank of China (PBOC) set the yuan (CNY) at 6.3346 vs the last close of 6.3299. About the fix China maintains strict control of the yuan’s rate on the mainland. The onshore yuan (CNY) differs from the offshore one (CNH) in trading restrictions, this last one is not as tightly controlled. Each morning, the
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