Market Analysis - Goldman Sachs strategists suggest the correlation between the US dollar and CBOE's Volatility Index is more significant than its correlation with US stock levels [1]

Structural forces that kept the dollar high, US borrowing costs low and Treasury sanctions powerful are reversing. The consequences will be far-reaching https://t.co/mUoHOPcIP5 ...

货币政策 - 台湾中央银行需要为其货币（新台币）建立长期路径 [1] 经济影响 - 普通民众最终将能够享受非凡出口奇迹的更多成果 [1]

You're right that everyone's share can increase in absolute terms.But the West's living standards are entirely dependent upon continued absolute dominance, because it's propped up by the issuance of the global reserve currency, namely the dollar.https://t.co/LRHxlQCnGdpr337h4m (@pr337h4m):@balajis interpreting that chart this way is zero-sum thinking ...

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Core Viewpoint - Asian currencies are consolidating against the dollar as traders assess mixed comments from Federal Reserve officials [1] Group 1 - The consolidation of Asian currencies indicates a cautious market sentiment among traders [1] - Mixed remarks from Fed officials suggest uncertainty regarding future monetary policy direction [1]

Core Points - The dollar index is slightly higher due to a rise in the 10-year T-note yield and comments from Fed Chair Powell regarding interest rate cuts [1] - The US manufacturing PMI report was weaker than expected, contributing to bearish sentiment for the dollar [1][4] - Fed Governor Miran expressed concerns about the current restrictive monetary policy, suggesting it may be too tight [2] - The ongoing US government shutdown is putting pressure on the dollar, with a significant chance of interest rate cuts anticipated [3] - The Eurozone manufacturing PMI remained stable, while the ECB is not expected to cut rates further, contrasting with the Fed's anticipated cuts [5] Summary by Category Dollar Index and Interest Rates - The dollar index (DXY00) is trading slightly higher by +0.06%, supported by a +2.5 basis point rise in the 10-year T-note yield [1] - Markets are pricing in a 66% chance of a 25 basis point cut in the fed funds target range at the next FOMC meeting on December 9-10 [3] Manufacturing Data - The October ISM manufacturing index fell by -0.4 points to 48.7, below expectations [4] - The final-October S&P US manufacturing PMI was revised slightly higher by +0.3 points to 52.5, exceeding market expectations [4] Central Bank Commentary - Fed Governor Miran stated that the Fed's current policy is too restrictive and does not see a reason for maintaining such a stance [2] - The ECB is perceived to have completed its rate-cut cycle, contrasting with the Fed's expected rate cuts [5]

The WSJ Dollar Index moved higher while the dollar is seen as unlikely to sustain post-Fed gains. ...

Investment Strategy & Market Valuation - Discipline around valuation is crucial as the year concludes [1] - Fundamentals still matter, but momentum can drive market behavior [2] - Gold should be a core holding in portfolios, as it is currently underowned by retail investors [8] Agilent Technologies (A) Analysis - Agilent's equipment aids in analyzing chemicals, food, water, cancer cells, and semiconductors, with a significant service revenue component [3] - Healthcare sector tends to outperform the market in midterm election years, making healthcare tech companies like Agilent attractive [4] - Potential improvements in US-China trade relations and the end of government shutdowns could positively impact Agilent [5][7] - Agilent's year-to-date performance is up approximately 6-7% [6] Macroeconomic Factors - A weaker dollar has helped earnings outperform estimates [9] - Continued deficit issues may exert downward pressure on the dollar heading into 2026 [10][11]

The dollar climbed to the highest level in three months, propelled by a weakening yen and the Federal Reserve pulling back from additional interest-rate cuts this year https://t.co/gEo82CkaiN ...