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December 2025 Monthly

November 29, 2025
This year marks an inflection point. The re-election of Donald Trump as the US president in 2024 in part reflects an ongoing reevaluation of America’s place in the world by Americans themself. In an idiosyncratic way, and perhaps not fully conscious, the Trump administration’s rhetoric and actions signal the American political elite recognizing th…
December 2025 Monthly December 2025 Monthly Reviewed by Marc Chandler on November 29, 2025 Rating: 5
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USD Bounces into the End of the Week

November 28, 2025
Overview: The US dollar is trading firmer against nearly all the G10 currencies. The yen is the best performer, and it is virtually flat despite the swing toward BOJ hike next month. Expectations have steadied for a Fed cut next month around 80%. The November inflation reports from the largest eurozone members failed to inspire the market and the …
USD Bounces into the End of the Week USD Bounces into the End of the Week Reviewed by Marc Chandler on November 28, 2025 Rating: 5
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Reeve's Budget and US Beige Book Still to Come after Market Swings toward a Fed Cut and PBOC validates Stronger Yuan Reeve's Budget and US Beige Book Still to Come after Market Swings toward a Fed Cut and PBOC validates Stronger Yuan Reviewed by Marc Chandler on November 26, 2025 Rating: 5
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Trump Speaks with Xi and Takaichi but Chinese-Japanese Tensions Remain High

November 25, 2025
Overview:   The US dollar is mostly narrowly mixed against the G10 currencies. The Japanese yen is the notable exception. It leads the major currencies with around a 0.35% gain as the dollar slips to a four-day low near JPY156 after peaking last week slightly shy of JPY158. The dollar-bloc currencies join the Swiss franc and Swedish krona nursing …
Trump Speaks with Xi and Takaichi but Chinese-Japanese Tensions Remain High Trump Speaks with Xi and Takaichi but Chinese-Japanese Tensions Remain High Reviewed by Marc Chandler on November 25, 2025 Rating: 5
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Dollar Consolidates to Start the New Week

November 24, 2025
Overview: The reassessment of the outlook for next month's FOMC meeting, spurred by comments before the weekend by the NY Fed president has been sustained today but the impact on the dollar is not so clear. The greenback is mixed, with the European currencies, for the most part, doing better than the dollar bloc and Japanese yen. Still, broadl…
Dollar Consolidates to Start the New Week Dollar Consolidates to Start the New Week Reviewed by Marc Chandler on November 24, 2025 Rating: 5
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Week Ahead: Will Renewed Speculation of Fed Cut Next Month Cap the Greenback? Week Ahead: Will Renewed Speculation of Fed Cut Next Month Cap the Greenback? Reviewed by Marc Chandler on November 22, 2025 Rating: 5
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