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India’s Covid Cases, Inflation Concerns May Weigh on Risk Assets in Near Term

Investors in Asia-Pacific continue monitoring the Covid-19 situation in India as the country continues to battle a deadly second wave of infections. Over the weekend, more than 400,000 daily new...

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Tech Giants’ Earnings This Week to Dominate Market Sentiment

FOMC meeting seems like the big event risk on the calendar this week, but we are not convinced it will really be a dominant theme when there’s so much else going on, such as Tech giants’ earnings,...

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Wall Street Searching for Every Opportunity to Buy Risk Assets Now

Stocks are coming off a week of gains as earnings topped estimates and strong economic data lifted major averages. The S&P and Dow advanced 1.38% and 1.18% respectively last week for their fourth...

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Dollar’s Weakness Is Not Likely to Persist

The dollar has slipped this month as the Federal Reserve stuck to its message that it won’t raise interest rates soon, despite forecasts that the U.S. economy will recover faster than its peers.

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U.S. Jobs Report May Support Dollar and Pressure Gold

U.S. employers added the most jobs in seven months with improvement across most industries in March, as more vaccinations and fewer business restrictions supercharged the labour market recovery. This...

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Ready for More Volatility in April?

Traders are bracing for heightened volatility during this holiday-shortened week with quarter-end rebalancing among pension funds and other big investors. The recent swift advance in bond yields...

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Why Powell Doesn’t Bother to Lower Bond Yield Now?

Jerome Powell has a goal that is bigger than the bond market’s near-term inflation concern.In perhaps his most forthright press conference since taking the helm of the central bank three years ago,...

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FOMC Meeting This Week May Support Dollar

Global stock markets wobbled in recent weeks as bond yields rose, driven by optimism in the vaccine rollout for Covid-19 and the resumption of consumption spending. The environment of rising yield is...

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Why Bond Sell-off Reduces Risk Sentiment This Time

Stock investors are trying desperately to interpret what a rise in bond yields means for the stock market.

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Will Powell Rescue Risk Assets This Week?

February’s government-bond rout has rattled one of the foundations of past year’s powerful stock-market rally: Investors’ certainty that the ultralow long-term interest rates are here to stay, thus...

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