The Day Ueda Ruined the Mood

The Day Ueda Ruined the Mood
December is finally here. Last month ended on a positive note – with a solid reversal of the early-November losses ...
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Dollar: Internal Weakness Plus Improvement Among Competitors

Dollar: Internal Weakness Plus Improvement Among Competitors
The USD index’s peak began with the dollar itself, but the pound helped it along. The RBA may raise rates, ...
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Fed Messaging Chaos Nudges Dollar Higher, Not Higher Enough

Fed Messaging Chaos Nudges Dollar Higher, Not Higher Enough
Global markets closed last week on an uncertain footing. While bears appeared to have an upper hand, the control was ...
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Investors Step Back From US Assets Ahead of Data Flood

Investors Step Back From US Assets Ahead of Data Flood
Last week delivered what should have been a moment of relief for global markets: the US finally ended its historic ...
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Fed’s Daly: Direction is downward, but too soon to commit to December cut

Fed’s Daly: Direction is downward, but too soon to commit to December cut
San Francisco Fed President Mary Daly signaled that the December 9–10 FOMC meeting remains a genuine live decision, saying it ...
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Fed’s Goolsbee cautions against front-loaded cuts, undecided with December

Fed’s Daly: Direction is downward, but too soon to commit to December cut
Chicago Fed President Austan Goolsbee said he remains uneasy about the idea of front-loading rate cuts, citing persistent inflation pressures ...
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Markets Apparently Assume that Fed at Some Point Will (Have to) Give in to Political Pressure

Markets Apparently Assume that Fed at Some Point Will (Have to) Give in to Political Pressure
Markets After the market chaos in the wake of the Liberation Day reciprocal tariffs announcement, president Trump and his administration ...
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Dollar dips as political pressure mounts on the Fed

Dollar dips as political pressure mounts on the Fed
USD/CAD trades near the 1.3800 area, under pressure after Trump renews criticism of the Fed. Political interference concerns and tariff ...
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Fed’s Schmid still squarely focused on inflation outlook

Fed’s Daly: Direction is downward, but too soon to commit to December cut
Kansas City Fed President Jeff Schmid delivered a hawkish message today, emphasizing that his primary focus remains “squarely” on the ...
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FOMC Minutes suggest high inflation could be more persistent

FOMC Minutes suggest high inflation could be more persistent
The Minutes revealed that Federal Reserve policymakers almost unanimously agreed that the U.S. economy was at risk of experiencing both ...
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