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Flat September CPI Boosts Speculation of a BOE Rate Cut While Weighing on Sterling Flat September CPI Boosts Speculation of a BOE Rate Cut While Weighing on Sterling Reviewed by Marc Chandler on October 22, 2025 Rating: 5
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Yen Sold as Takaichi becomes Japan's Prime Minister

October 21, 2025
Overview: The US dollar is mostly firmer today as its pullback from last week's highs is retraced. Although the US 10-year yield is spending more time below the 4.0% floor, the yen is the weakest of the G10 currencies, off about 0.70%, as Takaichi became Japan's first woman prime minister and the many investors are concerned about the poli…
Yen Sold as Takaichi becomes Japan's Prime Minister Yen Sold as Takaichi becomes Japan's Prime Minister Reviewed by Marc Chandler on October 21, 2025 Rating: 5
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Eerie Calm in the Foreign Exchange Market

October 20, 2025
Overview: The foreign exchange market is quiet, and the US dollar is slightly softer against most of the G10 currencies, though the Australian and Canadian dollar are struggling. Most emerging market currencies are also firmer. The market seems optimistic that the US-China trade tensions can de-escalate with Beijing re-assigning Li Chenggang who a…
Eerie Calm in the Foreign Exchange Market Eerie Calm in the Foreign Exchange Market Reviewed by Marc Chandler on October 20, 2025 Rating: 5
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Week Ahead: Impasses Between US and China and Between Republicans and Democrats Week Ahead: Impasses Between US and China and Between Republicans and Democrats Reviewed by Marc Chandler on October 18, 2025 Rating: 5
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Fear Grips the Capital Markets

October 17, 2025
Overview: The pendulum between fear and greed is swinging toward the former today. The large write-downs at a couple of US regional banks follow high-profile collapses of Tricolor and First Brands. They play on fears of mounting late-cycle stress. US bank reserves have also fallen through a key threshold ($3 trillion) and some fear a repeat of 201…
Fear Grips the Capital Markets Fear Grips the Capital Markets Reviewed by Marc Chandler on October 17, 2025 Rating: 5
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Thoughts on the Dollar

October 16, 2025
Most investors don’t have direct exposure to the currency mix that makes up the Dollar Index (DXY), but that doesn’t mean it’s irrelevant. Far from it. DXY offers a useful lens through which to view the broader forces shaping the dollar’s direction. And because it’s an index, it tends to trend more clearly than the individual currencies it compris…
Thoughts on the Dollar Thoughts on the Dollar Reviewed by Marc Chandler on October 16, 2025 Rating: 5
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FX Moves Tentatively, While Equities and Gold Continue to March Higher

October 16, 2025
Overview: The US dollar is mostly a little softer ahead of the start of the North American session. Participants do not seem to have much short-term conviction amid the heightened tensions between the US and China and wary of political developments in France and Japan. Against several pairs, the greenback has frayed its recent ranges but there has…
FX Moves Tentatively, While Equities and Gold Continue to March Higher FX Moves Tentatively, While Equities and Gold Continue to March Higher Reviewed by Marc Chandler on October 16, 2025 Rating: 5
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