Japan: Kiuchi rules out reflationary policy, warns against excessive FX volatility
Japan: Kiuchi rules out reflationary policy, warns against excessive FX volatility
Japan’s Economy Minister Minoru Kiuchi said on Thursday that the Takaichi administration is not pursuing a reflationary policy, stressing that proactive fiscal measures should not lead to unnecessary public spending. Regarding monetary policy, Kiuchi reaffirmed the independence of the Bank of Japan (BoJ), noting that specific policy decisions should be left to the central bank […]
by Currency Hedger
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- 4 weeks ago
INR, Market Analysis
Indian Rupee strengthens on weak US bond yields, RBIs new measures
The Indian Rupee (INR) trades higher against the US Dollar (USD) on Thursday. The USD/INR pair slides to near 94.95 as the US Dollar underperforms and United States (US) Treasury Yields face intense selling pressure in the aftermath of the US Consumer Price Index (CPI) data for September released on Thursday. US Dollar Price Today […]
by Currency Hedger
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- 4 weeks ago
EUR, GBP, Market Analysis
Euro extends reversal against British Pound amid grim Eurozone Industrial Production
The Euro (EUR) retreats further from session highs against the British Pound (GBP) on Thursday, as Eurozone Industrial Production misses expectations, while UK monthly Dros Domestic Product (GDP) figures posted a positive surprise. The EUR/GBP pair has retreated below 0.8460 from session highs near 0.8480 during the early Asian trade and is practically flat on […]
by Currency Hedger
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- 4 weeks ago
CAD, Market Analysis
1.4195: Canadian Dollar tests range top amid lower US Yields, dovish Fedspeak
The Canadian Dollar (CAD) has shown a sharp recovery against the US Dollar (USD) over the last few sessions, with the USD losing momentum, weighed by lower US Treasury yields and dovish comments by Federal Reserve (Fed) officials. The USD/CAD pair is trading at fresh two-week lows around 1.4195 as of writing, after being rejected […]
by Currency Hedger
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- 4 weeks ago
BoE to hike interest rates by 25 bps to 4% in November – Reuters poll
According to the latest Reuters poll, 54 of 63 economists have voted in favor of a 25 basis point (bps) interest rate hike by the Bank of England (BoE) in policy meeting on November 5. The poll also showed that UK inflation forecast to average 3.6% in Q4 2026, 3.8% in Q1 2027, 3.0% in […]
by Currency Hedger
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- 4 weeks ago
Institutional, MUFG
US Dollar: AI-driven reversal after CPI gains – MUFG
MUFG’s Lee Hardman notes the US Dollar has quickly surrendered gains made after the stronger US CPI report, with the Dollar Index retreating from a year-to-date high near 102.95 back towards 102.00. He links the move to an unwind of AI-related trades and risk-off conditions, but stresses that firm inflation data and Fed expectations still […]
by Currency Hedger
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- 4 weeks ago
Deutsche Bank, Institutional
Equities: Hot CPI and AI fears drag stocks lower – Deutsche Bank
Deutsche Bank analysts report that US equities sold off as a strong US CPI print and mounting fears around the AI trade weighed on risk assets. The S&P 500 posted its worst performance since July, with futures pointing to further declines. Credit spreads widened and AI-exposed names, including semiconductors, saw pronounced weakness, reinforcing a cautious […]
by Currency Hedger
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- 4 weeks ago
Euro Area Industrial Output Falls for 3rd Month
Industrial production in the Euro Area fell 0.5% month-on-month in August 2026, missing expectations of a flat reading and following a 0.3% decrease in July. It marks the third consecutive month of falling production in the region. Output declined for intermediate goods (-0.8% vs 0.2% in July), energy (-0.6% vs flat reading), and non-durable consumer […]
by Currency Hedger
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- 4 weeks ago
Italy’s BTP Yield Falls to Three-Week Low
Italy’s 10-year BTP yield fell below 4.50%, reaching a three-week low amid a broader decline in sovereign yields, as a higher-for-longer interest rate scenario raised concerns over costly AI investment. Despite lower yields, Europe’s fiscal concerns persist. Italy’s 2027 draft budget includes tax cuts and spending increases worth 0.98% of GDP, alongside an additional €10.7 […]
by Currency Hedger
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- 4 weeks ago
France 10-Year Bond Yields Plunge 12 Basis Points as Global Bond Markets Rally
Today Markets Analysis | Government Bonds | Interest Rates | Global Markets Global government bond yields are moving lower, led by France, where 10-year yields are falling by 12.22 basis points. Australian 10-year yields are down 10.80 basis points, followed by Greece at 9.79 basis points, the United States at 9.60 basis points, Germany at […]
by Currency Hedger
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- 4 weeks ago