THE WEEK AHEAD ECONOMIC DATA RELEASE 7TH DEC 2025 NO FALL IN RUSSIAN CRUDE EXPORTS POST NOV SANCTIONS DEC FOMC PREVIEW: A HAWKISH CUT CAN 10YR USTs MAKE A DASH TO 4.5% THE WEEK AHEAD ECONOMIC DATA RELEASE 30TH NOV 2025 EX OIL COMMODITIES ARE SET FOR MORE UPSIDE IN CY26 CHINA IS IRREVERSABLY DECOUPLING FROM US: THINK 2027, THINK TAIWAN IS THIS DECEMBER DIFFERENT FOR DOLLAR BUY 10YR UK GILTS AGAINST SELL 10YR GERMAN BUNDS BUY 10YR UK GILTS SELL 10YR UST BUY S&P 500

IS USD EXCEPTIONALISM OVER- A BIG NO

ADMIN || 21st July 2024

The recent weakness in DXY is an ideal opportunity to build DXY longs gradually as we enter the US election period. As it becomes clear that Trump and Republicans are going to sweep both Senate & Congress, this trend might gather pace. US growth is still higher than many of it’s G-10 peers & though slowing, might still provide the cushion for DXY to remain strong at least till Nov’24.

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