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Summary

Over the past few months markets have seen a a steady rally for the dollar as traders begin to price in the end of the Fed's quantitative easing era. For Euro and Cable this has meant a sharp pull back that has seen losses at 8% and 5% respectively against the greenback. Yet with the policy direction of both the European Central Bank and the Bank of England beginning to divergence there is some profits to be made. Let us explore the causes and consequence of the convergence and divergence of EURUSD and GBPUSD and see how we can take advantage of the changing environment."
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Editors’ Picks

WTI soars over 8% after Iran conflict chokes the Strait of Hormuz

WTI soars over 8% after Iran conflict chokes the Strait of Hormuz

West Texas Intermediate opened the week on Monday with a massive gap of over 5%, accelerating its upside to break through the critical $72 mark. The tremendous buying pressure around the US oil is solely attributed to the escalating geopolitical conflict between the United States and Iran, actively supported by Israel.

Gold jumps over 2% toward $5,400 after US, Israel attack Iran

Gold jumps over 2% toward $5,400 after US, Israel attack Iran

Gold is on fire at the start of the week, a widely expected move, as investors seek harbor in the traditional store of value, following the continued US and Israel attacks on Iran. The bright metal opened with a bullish gap of about $17 and rallied toward the $5,400 level as Asian traders hit their desks and reacted negatively to the weekend news of the Middle East conflict, rushing for cover in Gold.

AUD/USD pares recent losses despite Middle-East conflict

AUD/USD pares recent losses despite Middle-East conflict

AUD/USD recovers after opening at a gap down, trading around 0.7070 during the Asian hours on Monday. The risk-sensitive pair plunged as risk aversion heightened after the United States and Israel carried out coordinated strikes on Iran over the weekend.

Iran escalation: Quick thoughts on markets

Iran escalation: Quick thoughts on markets

Markets are likely to open the week with risk-off, with declines led by airlines, cyclicals and trade-exposed names, while energy, defense and “strategic” sectors may be relatively steadier.

Crisis in the Middle East: The market reaction

Crisis in the Middle East: The market reaction

A primer on how markets will open on Monday, and why geopolitical risk may not be easily absorbed by financial markets this time around. Geopolitics and events between Iran, the US and the wider Middle East will dominate financial markets on Monday. The situation has continued to escalate as we move through Sunday. 

February employment preview: Back to payroll reality

February employment preview: Back to payroll reality

We expect the February employment report to show that January’s robust pace of job growth overstated underlying momentum in the labor market. We look for nonfarm payrolls to rise 45K in February, moderating from its current three-month average pace of 73K (Figure 1).

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