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Banxico survey sees lower inflation, stronger growth and 6.50% hold
A Bank of Mexico (Banxico) survey of private economists surveyed between September 15-28, revised down their headline and core inflation forecasts, updated their projections for the USD/MXN exchange rate, and revised their projections for the future of interest rates set by the Mexican institution.
Fxstreet
Thu, Oct 1
US Dollar: DXY extends monthly gains – UOB
UOB Global Economics & Markets Research notes the DXY closed at 101.45 on Wednesday, delivering its best monthly gain since June with a 2.0% rise in September. Intraday Dollar strength was briefly tempered by softer US PCE data before recovering into the close.Fxstreet
Thu, Oct 1
Euro: Vulnerable as US diesel policy bites – Societe Generale
Kit Juckes at Societe Generale highlights that a proposed US diesel export ban would likely push up European diesel prices and weigh on the Euro and other European currencies. He points to rising bond yields and Oil prices as additional headwinds and questions whether consensus Eurozone growth forecasts will be revised lower if these pressures persist.
Fxstreet
Thu, Oct 1
Fed's Kashkari: Will put pressure on different parts of economy if we keep raising rates
Minneapolis Federal Reserve (Fed) President Neel Kashkari told Bloomberg on Thursday that if they keep raising rates, they will put different pressure on different parts of the economy, per Reuters.Fxstreet
Thu, Oct 1
US Dollar: Stronger profile as policy supports flows – Societe Generale
Societe Generale’s Kit Juckes argues that recent US policy proposals around diesel exports and higher yields are reinforcing a stronger Dollar outlook. He notes that talking down the Dollar has failed since the Federal Reserve raised rates, and that capital inflows driven by higher US yields should keep supporting the Dollar, especially as Europe faces growth risks in a global energy crisis.Fxstreet
Thu, Oct 1
EU trade: Strategic linkages and rare earths – Rabobank
RaboResearch Global Economics & Markets highlights how the European Union is reshaping trade policy, including linking market access for Thai canned tuna to EU-caught fish and forging a new partnership with Canada on firefighting and critical minerals.Fxstreet
Thu, Oct 1
US Treasury Yields hit 24-year highs amid energy-driven inflation concerns
US Treasury yields climbed to 24-year highs amid growing concerns over persistent, energy-driven inflation that could prompt tighter monetary policy. At the time of writing, the 10-year Treasury yield rose to 5.33%, while the 30-year yield reached 5.67%.Fxstreet
Thu, Oct 1
US Treasuries: Cold War yield parallels – Rabobank
Rabobank’s RaboResearch Global Economics & Markets notes that US Treasury yields ended Q3 sharply higher, with 10-year and 30-year yields reaching levels last seen in 2002. The report highlights concerns from major market commentators about bonds and equities, and warns that another phase shift higher in long-dated US yields could take them into ranges seen during the late Cold War period.Fxstreet
Thu, Oct 1
Indonesian Rupiah weakens as US Dollar gains amid rising Treasury yields
USD/IDR gains ground after two days of losses, trading around 17,980 during European hours on Thursday. The pair appreciates as the US Dollar (USD) rises amid elevated oil prices, while Treasury yields continue to offset the support from lower Fed rate-hike odds.Fxstreet
Thu, Oct 1
Fed path shaped by firm inflation – Societe Generale
Societe Generale’s Jan Groen reviews August US inflation and growth data, highlighting that Core PCE came in softer than expected but underlying price pressures in services remain firm. Benchmark revisions lowered measured inflation but still show it above levels consistent with the Federal Reserve’s target. Stronger consumption and GDP revisions suggest the US economy entered 2H26 with more momentum, keeping an October rate hike possible.Fxstreet
Thu, Oct 1
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