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Market Sentiment Shift: Risk-On vs Risk-Off in Forex Trading
Recent price action across global markets suggests a gradual shift in sentiment, with Forex traders actively rotating between risk-on and risk-off positioning. Understanding this shift is critical, as sentiment often drives FX moves faster than fundamentals alone. 📉 Risk-On Environment...- MrFr0gX
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- Forum: Forex Signals
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Japanese Yen rallies to over two-month high vs. weaker USD on intervention fears
Market Move The Japanese yen strengthened sharply against the US dollar, reaching its highest level in over two months as traders reacted to growing speculation of potential currency market intervention by Japanese authorities. The rise comes alongside broad dollar weakness and heightened...- RaKotU
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US December Budget deficit $145B vs $150B estimate
December deficit: $145 billion Market estimate: $150 billion Comparison: The actual deficit came in slightly better than expected, under the consensus forecast by $5 billion. Drivers of the December Deficit Revenue: Federal receipts were stronger than expected, driven by corporate and...- RaKotU
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New Zealand Building Permits (November) +2.8% m/m (vs. prior –0.9%)
Key Data Building permits rose by +2.8% month-on-month in November, rebounding from October’s decline of –0.9%. The annual trend shows continued recovery, reflecting steadier construction activity after several months of volatility. Residential sector drove the gain, with increased approvals...- RaKotU
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- Forum: Analysis & Ideas
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PBOC sets USD/CNY reference rate at 7.0103 vs. 7.0108 previous
USD/CNY – PBOC Fixing Update Current Situation: The People’s Bank of China (PBOC) set the USD/CNY reference rate at 7.0103, slightly stronger than the previous 7.0108. This indicates a modest CNY appreciation bias in the daily fixing. Market Reaction: The onshore CNY (CNY) has responded with...- RaKotU
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- Forum: Analysis & Ideas
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Japanese Yen drops to fresh one-year low vs. USD amid BoJ uncertainty, election risks
Key developments: Yen weakens to 12‑month lows: The Japanese yen has slid to its weakest level in about a year against the U.S. dollar, with USD/JPY trading above 158 amid heightened uncertainty over Japan’s monetary policy and political risks. BoJ policy ambiguity: Ongoing doubts about the...- RaKotU
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PBOC sets USD/CNY reference rate at 7.0108 vs. 7.0128 previous
Reference rate details: The PBOC fixed the USD/CNY reference rate at 7.0108, slightly lower than the previous day’s 7.0128. This small decline indicates a modest CNY strengthening versus the USD in the official midpoint rate, reflecting the PBOC’s continued management of the exchange rate amid...- RaKotU
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- Forum: Analysis & Ideas
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PBOC sets USD/CNY reference rate at 7.0128 vs. 7.0197 previous
China’s central bank set the USD/CNY daily reference (midpoint) rate at 7.0128, compared with 7.0197 in the previous session, meaning the yuan’s official midpoint strengthened slightly against the U.S. dollar. What this means • The reference rate is the official midpoint around which the yuan...- RaKotU
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- Forum: Analysis & Ideas
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China’s CPI inflation picks up to 0.8% YoY in December vs. 0.9% expected
China’s consumer inflation edged higher in December but missed expectations. Official figures show China’s Consumer Price Index (CPI) rose 0.8% year‑on‑year in December 2025, up from 0.7% in November and marking the fastest pace since early 2023, but it came in below the 0.9% analysts had...- RaKotU
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- Forum: Analysis & Ideas
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Japanese Yen struggles near weekly low vs. USD despite upbeat Household Spending data
Japanese Yen struggles near weekly lows versus the U.S. Dollar as the USD/JPY pair remains under pressure despite stronger‑than‑expected household spending data in Japan. Domestic statistics showed household spending rebounded significantly in November, rising about 2.9% year‑on‑year and marking...- RaKotU
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Eurozone November PPI +0.5% vs +0.2% m/m expected
Eurozone November PPI – Market Impact Analysis Eurozone Producer Price Index (PPI) rose 0.5% m/m in November, beating expectations of +0.2%, signaling firmer upstream inflation pressures. Key Takeaways Upside surprise: Stronger-than-expected PPI suggests input costs are rising faster...- RaKotU
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- Replies: 0
- Forum: Analysis & Ideas
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PBOC sets USD/CNY reference rate at 7.0197 vs. 7.0187 previous
: Key Points Reference Rate PBOC set the USD/CNY midpoint at 7.0197, slightly stronger than the previous 7.0187. This small move suggests the PBOC is allowing modest yuan depreciation against the dollar while maintaining stability. Market Context USD/CNY has been trading around the 7.02...- RaKotU
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- Replies: 0
- Forum: Analysis & Ideas
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UK December final services PMI 51.4 vs 52.1 prelim
**UK December final services PMI came in at 51.4, down from the 52.1 preliminary (flash) estimate and slightly above November’s 51.3 reading. This indicates that the UK services sector continued to expand, but at a slower pace than originally suggested by the flash data. Key takeaways from the...- RaKotU
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- Replies: 0
- Forum: Analysis & Ideas
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PBOC sets USD/CNY reference rate at 7.0173 vs. 7.0230 previous
PBOC Sets New Reference Rate: The People’s Bank of China announced the **daily USD/CNY central parity rate at 7.0173, down from 7.0230 set previously. This fixing is used by the central bank as the midpoint around which the on‑shore yuan can trade within a set band during the day. What It...- RaKotU
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- Replies: 0
- Forum: Analysis & Ideas
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Japan's Final December manufacturing PMI 50.5 (vs. preliminary 49.7, prior 48.7)
1. Key Data Final December 2025 Manufacturing PMI: 50.5 Preliminary reading: 49.7 Previous month (November 2025): 48.7 Interpretation: PMI > 50 signals expansion, < 50 indicates contraction. 50.5 confirms modest expansion, rebounding from contraction in November. 2. What the Data Suggests...- RaKotU
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- Replies: 0
- Forum: Analysis & Ideas
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PBOC sets USD/CNY reference rate at 7.0230 vs. 7.0288 previous
1. Key Data USD/CNY reference rate today: 7.0230 Previous fix: 7.0288 Change: Yuan strengthened slightly against the US dollar (~0.8% appreciation in reference rate terms). Significance: The reference rate acts as the central midpoint around which the onshore yuan trades (CNY). 2. What It...- RaKotU
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- Replies: 0
- Forum: Analysis & Ideas
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PBOC sets USD/ CNY reference rate for today at 7.0230 (vs. estimate at 6..9952)
1. Key Facts The People’s Bank of China (PBOC) set today’s USD/CNY reference rate at 7.0230. The market consensus estimate had been 6.9952, meaning the PBOC fixed the yuan weaker than expected. This is a continuation of the recent trend of the yuan drifting weaker versus the US dollar...- RaKotU
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- Replies: 0
- Forum: Analysis & Ideas
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USD/CNY reference rate at 7.0288 vs. 7.0348 previous
Current reference rate: 7.0288 Previous reference rate: 7.0348 Interpretation: The yuan was set slightly stronger against the U.S. dollar, moving lower from the prior fixing. Implications: The PBOC is signaling modest yuan stabilization, possibly reflecting cautious optimism after China’s...- RaKotU
- Thread
- 105 at rate sets usd vs
- Replies: 0
- Forum: Analysis & Ideas
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PBOC sets USD/CNY reference rate at 7.0288 vs. 7.0348 previous
Current reference rate: 7.0288 Previous reference rate: 7.0348 Interpretation: The yuan was set slightly stronger against the U.S. dollar, moving lower from the prior fixing. Implications: The PBOC is signaling modest yuan stabilization, possibly reflecting cautious optimism after China’s...- RaKotU
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