Thailand's baht currrency seems to be defying economic gravity, with its biggest gain against the dollar in eight years. Here's why that's a problem https://t.co/IkXatLGSdC ...

Rupee Performance and Influencing Factors - The Indian Rupee (INR) experienced weakness, becoming one of the worst-performing currencies this year, despite interventions [5] - Capital outflows, weak capital inflows (the weakest since the global financial crisis), and the absence of an India-U S trade deal are key factors driving Rupee weakness [4][5][6] - The Reserve Bank of India (RBI) intervened by buying bonds with 500 billion Rupees to calm the markets, which provided short-term relief [2] - Increased tolerance by the RBI for a weaker Rupee level is aimed at attracting capital inflows [7] Rupee Forecast and RBI Strategy - Forecasts suggest the Rupee could weaken to between 93 and 95 levels in the first part of 2026 [4][5] - The RBI is expected to shift its strategy to smoothing the Rupee's movements rather than defending a specific level in 2026 [9] - The RBI will likely use opportunities to rebuild its foreign exchange reserves [8] Economic Impact and Policy Implications - A weakening Rupee can act as a shock absorber, allowing monetary and fiscal policy to focus on growth and jobs [13][14] - While a weaker Rupee provides incremental support for exporters, Indian exporters are primarily price takers [15][16] - Low global commodity prices should limit the negative impact of a weaker Rupee on imports [17][18] - The government should focus on domestic levers of growth, such as consumption, and consider further tax cuts [20] - The government should focus on structural issues like ease of doing business and tax consistency to attract investments [23]

Market Analysis - Gold price average in 26 models is expected to be between $42 and $4,500 per ounce [2] - The weakening Japanese Yen (JPY) could be beneficial for the stock market, but currency hedging is recommended [2] Company Mentions - AEM (Agnico Eagle Mines Limited) was previously discussed [1] - Lionsgate was mentioned [3] Investment Strategy - Consider DXJ (WisdomTree Japan Hedged Equity Fund) for currency neutral exposure [3]

RT Bloomberg en Español (@BBGenEspanol)Javier Milei no solo está apurado por acumular reservas: también quiere tener al peso bajo control.Cómo es la estrategia que despliega la mesa de cambios del banco central para acotar la volatilidad de la moneda. @ioliveradoll explica https://t.co/8Mvn32E9Ud https://t.co/V38GHIOYdb ...

Javier Milei’s latest policy shift will see central bank currency traders operating both in and outside the market as Argentina at last seeks to accumulate reserves https://t.co/UH8wHrMBqK ...

Sweden’s krona looks set for a strong 2026 after beating all major currencies this year, as the country’s economy is enjoying a renaissance https://t.co/pTX0um37vZ ...

Leadership Appointment - South Korea reappointed Kim Sung Joo to lead the national pension fund [1] Challenges - The national pension fund faces growing questions about its impact on the country's currency [1]

Cryptocurrency & Energy - NVIDIA CEO 认为比特币正在将过剩能源转化为一种新的形式——货币[1] - 比特币可以将能源从一个地方转移到任何地方[1] Market Value - NVIDIA 市值达到 4.46 万亿美元[1]

Market Dynamics - China's state-owned banks are reportedly buying the US dollar [1]

Market Sentiment Shift - In 2021, Elon Musk's statement would have caused Bitcoin to surge by over 20% [1] - In 2025, the same statement barely moved the price, only a 05% increase [1] - The market is operating in a completely different paradigm [1] Elon Musk's Perspective - Elon Musk stated that Bitcoin is a fundamental currency based on energy [1] - Musk believes "Energy is the true currency" [1]