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

USD REMAINS SUPPORTED SHORT TERM

ADMIN || 13th February 2024

1.USD is likely to be supported in the near term, as a Fed cut in March has almost faded away. However, we expect the Fed to deliver a pre-emptive cut in May, ahead of other major central banks. So H2CY24 might be a USD weakness story rather than H1CY24.

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