The dollar has opened December on the back foot, especially against the yen, as dollar yen sinks to a two week low after BOJ Governor Waya offered his strongest signal yet of a potential rate hike this month. That move pushed Japan’s two year yield above 1 percent for the first time since 2008. The hawkish hint contrasted with weak Japanese data, where Q3 capital spending grew well below expectations amid softer corporate sentiment.
China’s November PMI also disappointed, with both the official composite and the private manufacturing gauge slipping back into contraction. Europe’s final Eurozone composite PMI was nudged down as well. Risk sentiment is fragile globally, with US equity futures notably lower led by the Nasdaq, and Bitcoin pulling back into the 85k area, though holding up relatively well on confirmation that OPEC will pause production hikes in Q1 2026.
In the US, Black Friday sales rose 4.1 percent, highlighting consumer resilience ahead of anticipated Fed easing. Today’s focus turns to the ISM manufacturing report, particularly employment and prices paid, with Fed officials now in blackout and only the BOE’s Dingra on the speaking calendar.
LMAX 集团市场策略师 Joel Kruger 独家提供的外汇研究
有关这些重大经济事件的确切日期和时间，请导入 BlackBull Markets经济日历以直接在您的电子邮箱中接收提醒。
交易涉及风险，可能不适合所有投资者。 本文提供的信息仅用于教育目的，不构成财务建议。 在做出任何投资决定之前，请务必进行彻底的研究并寻求专业建议。
