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Dollar weakens against euro and pound after Trump delays military strikes on Iran’s energy infrastructure, easing near-term geopolitical risk and boosting risk assets despite persistent uncertainty.
Mapfre AM expects AI investments by Microsoft and Nvidia to drive US economic growth, supported by Fed rate cuts and good earnings, boosting risky assets in the medium to long term despite inflation …
Revived hopes for a US Fed rate cut next month boosted risk assets and pressured the dollar, pushing EURUSD higher amid muted global activity and stable European stocks.
A US appeals court ruled most of President Trump’s reciprocal tariffs illegal, a development that could lift risk assets. Bitcoin traded lower on the week but may benefit long term from reduced tarif…