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- MUFG sees October hold, two hikes ahead. See EUR/USD year end at 1.12
- Nasdaq sinks as AI worries bite; Treasury yields tumble
- ECB’s Panetta says rising yields a drag on growth, not a crisis, ahead of rate meeting
- core seen at 2.1%, topping BoJ target for first time since December
- The market now sees a 22% chance the Fed doesn’t hike again this year
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