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Focus - Currency Matters December 2023

The Fed pause and pivot is driving USD sentiment - with further losses expected. The Bank of Japan is on plate again, and the near term trend risk is for the JPY to firm further. If you would like to read our report, contact us at

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Focus - Currency Matters February 2024

Expectations of early central bank rate cuts were reappraised over the last month. We maintain our view that the USD is liable to slip this year. Key levels are in play in USD/JPY, but we expect a Y14

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