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January 2024 Monthly

December 30, 2023
The only thing that can be said with high confidence about the year ahead is that it will be different from 2023. Three broad forces will shape the business and investment climate in the year ahead.First, the post-Covid tightening cycle in the high-income countries, leaving aside Japan, has ended. The question is when and how fast rate cuts will b…
January 2024 Monthly January 2024 Monthly Reviewed by Marc Chandler on December 30, 2023 Rating: 5
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Fed to Express More Confidence that Policy is Sufficiently Restrictive Despite the Easing of Financial Conditions Fed to Express More Confidence that Policy is Sufficiently Restrictive Despite the Easing of Financial Conditions Reviewed by Marc Chandler on December 13, 2023 Rating: 5
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Soft US CPI Today Paves Way for Fed Pivot Tomorrow

December 12, 2023
Overview: The US dollar is trading softer against all the G10 currencies ahead of what is expected to be a soft November CPI report, which paves the way for a pivot by the FOMC tomorrow. It is expected to signal that policy may be sufficiently restrictive and anticipate being able to cut rates next year more than it thought in September, even if n…
Soft US CPI Today Paves Way for Fed Pivot Tomorrow Soft US CPI Today Paves Way for Fed Pivot Tomorrow Reviewed by Marc Chandler on December 12, 2023 Rating: 5
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BOJ Speculation Unwound, Taking the Yen Lower

December 11, 2023
Overview: The busy week of central bank meetings is off to a mostly slow start. The dollar is narrowly mixed in quiet turnover, except against the Japanese yen. Many participants seemed to exaggerate the risks of a BOJ move next week and dollar continued its recovery that began ahead of the weekend. Among emerging market currencies, central Europe…
BOJ Speculation Unwound, Taking the Yen Lower BOJ Speculation Unwound, Taking the Yen Lower Reviewed by Marc Chandler on December 11, 2023 Rating: 5
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Week Ahead: What Central Banks Say may be More Important than What They Do

December 09, 2023
There were three outsized moves last week. Gold had a $135 range on Monday, posted a key downside reversal, and fell below $2000 at the end of the week after setting a record high slightly above $2135. January WTI neared $80 on December 1 and traded below $69 on December 7, its lowest level in five months. The seven-week slide matches the longest …
Week Ahead: What Central Banks Say may be More Important than What They Do Week Ahead: What Central Banks Say may be More Important than What They Do Reviewed by Marc Chandler on December 09, 2023 Rating: 5
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The Yen Stabilizes in a Broad Range but the Focus is on Today's US Employment Report The Yen Stabilizes in a Broad Range but the Focus is on Today's US Employment Report Reviewed by Marc Chandler on December 08, 2023 Rating: 5
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