europefx

Key Takeaways Trump administration does not welcome Chinese currency manipulation China’s leaders are considering allowing the yuan to weaken China wants to combat Trump’s threat of trade tariffs Trump could escalate tariffs if China weakens its currency The Trump trade adviser warns against using the power of the Treasury Department … Read more

Key Takeaways The Brazilian real weakened against the U.S. dollar despite a significant interest rate increase The real ended up declining by 0.9%, closing at 6.01 to the dollar The long end of Brazil’s yield curve widened, reversing its initial downward trajectory President Lula’s intention to seek re-election in 2026 stirred … Read more

Key Takeaways Euro dips to nine-day low after ECB cuts deposit rate to 3.0% ECB hints at the possibility of further rate cuts in the future U.S. dollar gains strength due to safe-haven status and higher yield prospects BNP Paribas predicts euro-dollar parity by the end of 2025 ECB cuts … Read more

Key Takeaways: Dollar strength expected to peak in 2025 Dollar Index slightly lower, over 5% higher for the year Trump administration aiming to devalue the dollar Coordinated policies to limit the dollar’s strength in the future Focus on manufacturing job creation through currency devaluation rather than high tariffs BCA … Read more

Key Takeaways: Strong US CPI release met expectations, with core inflation growing Markets accelerated FOMC rate cut bets despite sticky inflation OIS pricing implies a 98% chance of Fed cutting rates next week ECB to focus on rate trim, Lagarde’s press conference, eurosystem forecasts SNB delivered expected 50bps rate cut, … Read more

Key Takeaways: Most Asian currencies gained ground on Thursday U.S. inflation data increased bets for a Federal Reserve rate cut next week China’s Central Economic Work Conference (CEWC) focused on internal and external challenges Chinese yuan’s offshore and onshore pairs had mixed movements South Korean won rose amid a political … Read more

Key Takeaways: Australian dollar rose sharply from 1-year low Labor data for November was stronger than expected Traders now expect first rate cut in May 2025 RBA left rates unchanged but hinted at potential future cuts Market expects Fed to cut rates at December meeting, 99% chance of 25 basis … Read more

China is considering allowing the yuan to weaken in 2025 Yuan fell about 0.3% to 7.2803 per dollar South Korean won and New Zealand dollar slipped Australian dollar fell as much as 0.6% to a one-year low Chinese authorities understand the need to establish a negotiating position Chinese exports … Read more

Currency Manipulation Concerns and Market Reactions China is considering weakening its currency to cope with potential tariff hikes U.S. tariffs on Chinese goods could influence a controlled and gradual yuan depreciation Analysts predict scenarios of a weaker Chinese yuan against the U.S. dollar Weaker yuan being considered by Chinese authorities … Read more

Key Takeaways: U.S. dollar remained stable after CPI data Expected high probability of quarter-point rate cut by the Federal Reserve Dollar increased after China considered allowing a weaker yuan Chinese policymakers contemplating yuan depreciation by 2025 due to Trump’s potential tariffs Aussie and kiwi currencies dropped due to China’s moves … Read more