United States Dollar: Warsh guidance shapes dollar outlook – MUFG

MUFG’s Derek Halpenny highlights that Fed Chair Kevin Warsh’s first post-FOMC press conference comes as Brent Oil has dropped sharply, easing near-term inflation risks but not eliminating them.
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US Dollar: Cyclical bullishness takes over – ING

ING strategists highlight that cyclical drivers have reasserted themselves in FX, underpinning a stronger Dollar over the coming months. They argue that these cyclical factors will keep the Dollar bid, delaying any meaningful downturn.
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