FX Daily: Fed minutes can throw cold water on USD rally
The dollar rally looks overdone
FX Daily: Laser focused on a September cut
US core inflation accelerated to 0.3% MoM in July, but markets don’t think that is enough to prevent a September Fed cut
FX Daily: Market shrugs off new tariff levels
Markets have shrugged off news of a reversion to Liberation Day tariffs. The yen is underperforming
There are upside risks to the dollar today
August's higher-than-expected inflation reading can be largely blamed on one item: drug prices
Romania: Another year of double-digit wage growth
Romania: No brake on wage growth
Romania: Lending recovers despite policy tightening
Record-low Rhine levels are another warning that supply chains must adapt
Listen: Will US-Japan FX intervention be effective?
THINK Ahead: This is what’s really keeping central banks up at night
Romania: A dovish hike from NBR
Romania: Signs of slowdown in retail sales
