Topic: Market Insights
-
Dollar steadies, oil and gold diverge
USD flexes while oil and gold diverge. AUD drifts lower as factories hold steady. Global inflation signals collide with US labor pulse.
-
Fed cut hopes fuel Santa spirit
Cooling US inflation and softening payrolls fuel hopes for Fed cuts, while global central banks diverge: the BoE trims, the ECB holds steady, the BoJ hikes, and falling crude drags commodity FX.
-
Firm dollar, fading yen
US inflation undershoots all forecasts. Japanese yen back at lows after BoJ hike. Pound’s short-lived relief rally after BoE cut. ECB sticks to script.
-
Post-meeting drift: GBP, EUR, JPY slide
Pound’s short-lived relief rally after BoE cut. ECB sticks to script. US inflation undershoots all forecasts in November. Japanese yen back at lows after BoJ hike.
-
Aussie rally remains possible as US inflation unexpectedly dips
Greenback might stay weak over holidays. US inflation undershoots all forecasts in November. Pound enjoys limited relief rally after BoE cut, ECB sticks to script.
-
Hawkish BoE cut, ECB up next
Dollar firms before CPI report. Hawkish BoE rate cut supports pound. ECB: steady rates, shifting expectations.