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Japanese Data Disappoint and Sends Yen Lower, While the Greenback Consolidates more Broadly Japanese Data Disappoint and Sends Yen Lower, While the Greenback Consolidates more Broadly Reviewed by Marc Chandler on February 16, 2026 Rating: 5
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Week Ahead: SCOTUS Decision on Tariffs? 8 Fed Officials Speak as the Market Discounts almost 65 bp of Cuts this Year Week Ahead: SCOTUS Decision on Tariffs? 8 Fed Officials Speak as the Market Discounts almost 65 bp of Cuts this Year Reviewed by Marc Chandler on February 14, 2026 Rating: 5
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The Dollar is Firm Ahead of January CPI

February 13, 2026
The US dollar is firm against the G10 currencies ahead of the US January CPI. The week began with news that Chinese officials were encouraging de-risking from US Treasuries. Helped by stronger than expected January employment data, the greenback pared its losses. Separately, and counter-intuitively, the Japanese yen and Japanese bonds have rallied…
The Dollar is Firm Ahead of January CPI The Dollar is Firm Ahead of January CPI Reviewed by Marc Chandler on February 13, 2026 Rating: 5
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Consolidation Featured after Yesterday's Big FX Moves

February 12, 2026
The general tone in the foreign exchange market is one of consolidation after yesterday’s stronger than expected January jobs data injected volatility into dollar trading. The news stream is light and tomorrow the US reports January CPI. Japan’s markets re-opened after yesterday’s holiday and extended the yen’s recovery marginally and the JGB rall…
Consolidation Featured after Yesterday's Big FX Moves Consolidation Featured after Yesterday's Big FX Moves Reviewed by Marc Chandler on February 12, 2026 Rating: 5
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US Jobs Data Due while the Confrontation with Iran is Approaching a Climax

February 11, 2026
The US dollar is softer against all the G10 currencies. The powerful short squeeze continues to lift the yen, though Japan was on holiday today. Defying expectations, the yen, and Japanese bonds have rallied since the LDP’s sweeping electoral victory. The combination of a stronger yen and lower yields may look like a classic sell the “sell the rum…
US Jobs Data Due while the Confrontation with Iran is Approaching a Climax US Jobs Data Due while the Confrontation with Iran is Approaching a Climax Reviewed by Marc Chandler on February 11, 2026 Rating: 5
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Greenback Consolidates after Yesterday's Shellacking

February 10, 2026
After yesterday’s sharp losses, the US dollar is mostly consolidating with a firmer bias against the G10 currencies. The yen is the exception. The unexpected post-election gains have been extended through the local session and the European morning. The very long-end of the Japanese yield curve also extended its counter-intuitive rally, with the 30…
Greenback Consolidates after Yesterday's Shellacking Greenback Consolidates after Yesterday's Shellacking Reviewed by Marc Chandler on February 10, 2026 Rating: 5
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Dramatic Victory for Takaichi, Beijing Cautions on US Treasuries, and Starmer's Woes Persist Dramatic Victory for Takaichi, Beijing Cautions on US Treasuries, and Starmer's Woes Persist Reviewed by Marc Chandler on February 09, 2026 Rating: 5
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