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US DOLLAR FINDS ITS FOOTING, DOVISH BETS STEADY

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  • Market continues to overestimate Fed easing with the central bank pushing back against dovish expectations.
  • Economic data remains solid as S&P Global preliminary September PMIs come in above expectations.
  • Fed officials will try to push back on the dovish rhetoric.

The US Dollar Index (DXY), which measures the value of the USD against a basket of currencies, whipsaws in a volatile session on Wednesday, hovering around a 14-month low due to intensifying recession fears. Despite the market's persistent higher estimation of Federal Reserve (Fed) easing, the central bank has countered dovish expectations. Friday’s Personal Consumption Expenditures (PCE) figures from August will be closely watched.

While the US economy exhibits a slowdown in certain sectors, other areas remain resilient, supporting overall economic activity. Despite this mixed picture, the Fed emphasizes that the path of interest rate adjustments will hinge on forthcoming economic data.


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