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Increased orders and supply chain pressures from tariff changes could lead to rising inflationary concerns

Tariff pause triggers shipment surge, straining supply chains as inflation worries grow amid uncertain US-China talks.

DXY hovered around 100.75, with OCBC’s analysts observing a decline due to lower UST yields

USD weakens amid lower yields and soft data; downside risk grows as momentum eases, support at 99.90.

Oil traders remain vigilant regarding possible U.S. sanctions against Russia due to geopolitical tensions

Traders monitor potential U.S. sanctions on Russian energy, impacting oil prices, ruble, and global markets.

ING indicates the Euro remains steady at 1.12, with upward potential despite minor growth revisions

Euro holds steady as ECB eyes rate cuts; industrial output strong, inflation impact from tariffs minimal.

Kazāks believes a meeting-by-meeting strategy is appropriate amid considerable uncertainty in trade measures

The ECB adopts flexible policy meetings amid uncertainty, with markets expecting a June rate cut.

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