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Renewed War Roils Markets

July 08, 2026
There is one overreaching development that is driving the capital markets today. War. Hostilities between the US and Iran have intensified. At the NATO summit in Türkiye, President Trump has said the ceasefire is over. Oil prices have jumped. Benchmark bond yields have risen and stocks sold. The dollar itself is mixed in the G10 but is mostly stro…
Renewed War Roils Markets Renewed War Roils Markets Reviewed by Marc Chandler on July 08, 2026 Rating: 5
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Struck Qatari Ship Underpins Oil and Gas Prices, While Strong Samsung Earnings Fail to Stem Chip and AI Profit-Taking Struck Qatari Ship Underpins Oil and Gas Prices, While Strong Samsung Earnings Fail to Stem Chip and AI Profit-Taking Reviewed by Marc Chandler on July 07, 2026 Rating: 5
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Yen Remains Under Pressure

July 06, 2026
The dollar begins the new week on a firm note despite the disappointing employment report last week, but except against the yen, it remains within recent ranges. Japanese official rhetoric has not increased and the sell-off in JGBs seemed to add to the weight on the yen. The dollar rose to JPY162.40, a yen higher than it settled before the weekend…
Yen Remains Under Pressure Yen Remains Under Pressure Reviewed by Marc Chandler on July 06, 2026 Rating: 5
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The Week Ahead: Disappointing US Data, Soft Two-Yield Yield Warns Dollar Leg Up on Fed's Hawkish Hold is Over The Week Ahead: Disappointing US Data, Soft Two-Yield Yield Warns Dollar Leg Up on Fed's Hawkish Hold is Over Reviewed by Marc Chandler on July 04, 2026 Rating: 5
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Dollar Pulls Back Ahead of Employment, Led by Yen's Jump

July 02, 2026
The dollar is trading lower against all of the G10 currencies ahead of the US employment report. The softer ADP private sector estimate seems to have encouraged some paring of long dollar positions ahead of tomorrow’s US holiday. The yen is the strongest, up nearly 0.75% against the greenback. This does not appear to be a result of intervention. I…
Dollar Pulls Back Ahead of Employment, Led by Yen's Jump Dollar Pulls Back Ahead of Employment, Led by Yen's Jump Reviewed by Marc Chandler on July 02, 2026 Rating: 5
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US Dollar Firm Ahead of ECB Conference and Fed Chair Warsh

July 01, 2026
The US dollar is bid and pushing against some resistance levels ahead of flurry of central bank talk at the ECB conference in Sintra, which includes the new Federal Reserve Chair Warsh. The talks are set to begin around 9:00 AM ET. Given his reluctance to provide forward guidance at his first press conference last month, it seems unreasonable to e…
US Dollar Firm Ahead of ECB Conference and Fed Chair Warsh US Dollar Firm Ahead of ECB Conference and Fed Chair Warsh Reviewed by Marc Chandler on July 01, 2026 Rating: 5
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Yen Drops to 40-Year Lows and Drags Others Down

June 30, 2026
The yen has been pushed to its lowest level in 40 years, and this appears to have helped drag most of the other major currencies lower against the dollar today amid month-end and quarter-end considerations. Japanese officials did not appear to have stepped up their verbal defense of the yen and the market pressed ahead. The dollar has traded as hi…
Yen Drops to 40-Year Lows and Drags Others Down Yen Drops to 40-Year Lows and Drags Others Down Reviewed by Marc Chandler on June 30, 2026 Rating: 5
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