European Central Bank: September hike risk rises with oil and PMIs – Commerzbank

Commerzbank analysts highlight that ECB President Lagarde has opened the door to a September rate hike, with sources suggesting euro area inflation must improve markedly to avoid tightening.
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Japanese Yen: BoJ repricing may limit JPY losses against US Dollar - BBH

Brown Brothers Harriman’s (BBH) Elias Haddad notes that USD/JPY is consolidating just below a multi-decade high as Japan’s private sector growth strengthens and Consumer Price Index (CPI) tracks below Bank of Japan (BoJ) forecasts.
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