The week started with a major development: the Federal Reserve cut rates by 25 bps, but made it clear that a December cut isn’t guaranteed.
Meanwhile, the European Central Bank and the Bank of Japan held steady — the ECB citing “robust enough” stance, the BoJ still wrestling with deflation risks.
On the trade front, the United States and China reached a one-year truce reducing certain tariffs — a meaningful step, but markets remain cautious.
The forex market is therefore facing a “carry-growth-safety” re-pricing: strong USD, diverging policy backdrops, and elevated event risk into November.
Traders are advised to stay alert for sharp moves around central bank announcements and trade-policy headlines.
Meanwhile, the European Central Bank and the Bank of Japan held steady — the ECB citing “robust enough” stance, the BoJ still wrestling with deflation risks.
On the trade front, the United States and China reached a one-year truce reducing certain tariffs — a meaningful step, but markets remain cautious.
The forex market is therefore facing a “carry-growth-safety” re-pricing: strong USD, diverging policy backdrops, and elevated event risk into November.
Traders are advised to stay alert for sharp moves around central bank announcements and trade-policy headlines.
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