Respectable US economic data and upbeat corporate sentiment have blunted the case for aggressive Fed policy easing in 2025. Dollar appreciation could test US tolerance, particularly versus the yuan.
What is covered in the Full Insight:
Introduction: Hawkish Fed Policy Consequences
US Labor Market and Fed Policy Revisions
Corporate Optimism Post-Election
US Dollar Exchange Rate Outlook
Chinese Economic Concerns and Exchange Rate Dynamics
SUMMARY
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