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Dollar Retreat Extended, But Turnaround Tuesday May Have Already Begun

Dollar Retreat Extended, But Turnaround Tuesday May Have Already Begun
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Fed Done Hiking and Readying a Full Percentage Rate Cut by End Next Year

The Fed is done hiking and readying a full percentage rate cut by end next year. That’s what markets concluded from yesterday’s <0.1% ppt lower than expected CPI numbers. It triggered a mindboggling repositioning across the curve. It’s as if markets were waiting for one/any number to scoop up battered Treasuries.

Heightened speculation of an ECB hike tomorrow fails to lend the Euro support

Overview: The US dollar is trading with a firmer bias against all the G10 currencies ahead today's August US CPI report. Even increased speculation th

The Dollar s still got the groove

The combination of US yields at their highs and some intense pressure on emerging market currencies are maintaining the US dollar's status as a worthy

Breakfast briefing: APRA targets unlisted asset values

Fewer Americans apply for consumer debt; China's growth disappoints; Singapore rocked by more scandal; APRA tackles unlisted valuations; UST 10yr 3.80%; gold stable and oil lower; NZ$1 = 63.4 USc; TWI-5 = 70.7

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