Global Market Analysis
General Thoughts: The US dollar posted its worst first-half performance since 1973 in 1H25, and this decline lacks proper attention, as it increasingly favors US
July 1, 2025
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General Thoughts: The US dollar posted its worst first-half performance since 1973 in 1H25, and this decline lacks proper attention, as it increasingly favors US
Consensus Asia consumer price inflation expectations for 2023 have fallen in May relative to the US and Eurozone, suggesting it will benefit from lower inflation
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