Dominant Theme - The market is digesting hot US CPI, renewed Iran escalation risk, and a sharply more hawkish non-US rates strip. NZD is upgraded to bullish because RBNZ hike pricing is stronger than AUD's RBA pricing, while AUD is neutral-to-bullish because positioning is supportive but the RBA curve is less forceful. EUR is better supported after ZEW and ECB pricing, GBP is capped by politics and gilts, and CAD remains the weakest scorecard short.
Pro research
PRO RESEARCH
The preview stays open. Full Daily Research, trade ideas, risk maps, and saved workflows are included in Metavulus Pro.