FX Daily: Remarkable resilience of risk assets
Investors retain a glass-half-full mentality, which can weigh on the dollar in the short term
FX Daily: Risk on weighs on dollar, but caution warranted
Risk rally weighs on the dollar, but case for extended sell-off is yet to be made
FX Daily: Tariff spillover remains local
Brazilian assets are under pressure after the US tariff announcement
We see the sugar market in surplus in 2024/25, which should see prices edging lower
OPEC sees tighter market
Fed and USD: Sell the rumour, sell the fact
Brazil: Low inflation and a longer easing cycle
2018 Commodities Outlook
