Dollar falls to four-month low on economic growth concerns

The US dollar has recovered a bit further as gold and silver have plunged, and we think there is enough stability to let data do the talking in FX this week. The US calendar should culminate in decent payrolls/unemployment, opening the door to some more dollar upside. Elsewhere, the ECB may not discuss the euro…

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Leans towards more cuts in 2026, hard to say if it’s one or two Says she keeps an open mind on rates To cut, you’d need to be more confident on inflation or see labor market as more challenged that currently Workers feel they are on the knife’s edge If job market goes from ‘no…

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