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Markets reprice BoE/ECB from cuts to hikes on oil inflation, yet equities stay calm; volatility trade.
Türkiye assets stay resilient as CBRT holds 50% rates; equity gains persist despite oil, political risks.
Brazil growth rebounds, but stimulus fuels inflation; USD/BRL shows upside bias as markets await BCB June decision.
Canadian dollar slips as Middle East tensions boost safe-haven USD; weak Canada GDP and Fed outlook pressure loonie.
BBH sees NBP holding 3.75%, easing over; softer inflation and growth keep zloty rangebound, low-volatility.
Sterling held near 1.3450 as Middle East tensions boosted the dollar and BoE stayed cautious on rates.
Sterling held near 1.3445 as safe-haven dollar demand rose; markets await US jobs data, BoE hearings.
Markets expect ECB to hike June 11; focus shifts to forward guidance, inflation risks, and euro volatility.
USD/JPY nears 160 on strong US data, but Japan intervention risk rises; key NFP catalyst ahead.
Poland’s central bank likely holds rates at 3.75% as May inflation cools; oil shock remains.
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