#FF Christophe Barraud🛢🐳 LiveSquawk Vitor Constâncio Adam Posen Spencer Hakimian Mikael Sarwe Daniel Lacalle Kris Sidial🇺🇸 @DeItaOne Andy Constan The Market Ear Jack Farley JohannesBorgen Jonathan Ferro Tracy Shuchart (𝒞𝒽𝒾 ) Joseph Wang PiQ Velina Tchakarova jck✨ Jens Nordvig Viraj Patel BuccoCapital Bloke Special Situations 🌐 Research Newsletter (Jay)

#FF (a bit late) LiveSquawk Frédéric Genta Neil Sethi Vitor Constâncio Oliver Rakau Nicolas Chéron Le Shrub🌳 fastreveal Mikael Sarwe Martin Enlund ⚡️🦆🚁 Newsquawk ForexLive Daniel Lacalle Velina Tchakarova AnilVohra1962 🇬🇧🇨🇦 Grimm's FX Fairy Tales @GFXFTS CN Wire FxMacro PiQ Mike Zaccardi, CFA, CMT 🍖 Nicolas Goetzmann

#FF LiveSquawk Frédéric Genta Neil Sethi Vitor Constâncio Oliver Rakau Nicolas Chéron Le Shrub🌳 fastreveal Mikael Sarwe Martin Enlund ⚡️🦆🚁 Newsquawk ForexLive Daniel Lacalle Velina Tchakarova AnilVohra1962 🇬🇧🇨🇦 Grimm's FX Fairy Tales @GFXFTS CN Wire FxMacro PiQ Mike Zaccardi, CFA, CMT 🍖 Nicolas Goetzmann

#FF Christophe Barraud🛢🐳 LiveSquawk Vitor Constâncio Adam Posen Spencer Hakimian Mikael Sarwe Daniel Lacalle Kris Sidial🇺🇸 @DeItaOne Andy Constan The Market Ear Jack Farley JohannesBorgen Jonathan Ferro Tracy Shuchart (𝒞𝒽𝒾 ) Joseph Wang PiQ Velina Tchakarova jck✨ Jens Nordvig Viraj Patel BuccoCapital Bloke Special Situations 🌐 Research Newsletter (Jay)

Great article. I believe that is precisely what is currently going on

The most recent spike in #inflation expectations poses a bigger risk than past episodes to the #Fed’s ability to tame price pressures, according to a recent paper from the Federal Reserve Bank of Boston. $TLT $DXY bloomberg.com/news/articles/…

Over 80% of households in Japan feel impact of rising prices, survey shows - The Japan Times #BOJ $USDJPY japantimes.co.jp/news/2025/10/0…

#FF Christophe Barraud🛢🐳 LiveSquawk Vitor Constâncio Adam Posen Spencer Hakimian Mikael Sarwe Daniel Lacalle Kris Sidial🇺🇸 @DeItaOne Andy Constan The Market Ear Jack Farley JohannesBorgen Jonathan Ferro Tracy Shuchart (𝒞𝒽𝒾 ) Joseph Wang PiQ Velina Tchakarova jck✨ Jens Nordvig Viraj Patel BuccoCapital Bloke Special Situations 🌐 Research Newsletter (Jay)

FT: The key point is this: America’s role in the global #FDI game is shifting — fast — and in a manner that needs to be more widely recognised. Whether you love or hate #Trump, it might yet be one of the more consequential legacies of his tenure. $DXY ft.com/content/4c6efb…

I believe he would be ⁦Donald J. Trump⁩’s safest bet as he is dovish and has a lot of credibility. #FED $DXY marketscreener.com/news/waller-sa…

#FF (a bit late) LiveSquawk Frédéric Genta Neil Sethi Vitor Constâncio Oliver Rakau Nicolas Chéron Le Shrub🌳 fastreveal Mikael Sarwe Martin Enlund ⚡️🦆🚁 Newsquawk ForexLive Daniel Lacalle Velina Tchakarova AnilVohra1962 🇬🇧🇨🇦 Grimm's FX Fairy Tales @GFXFTS CN Wire FxMacro PiQ Mike Zaccardi, CFA, CMT 🍖 Nicolas Goetzmann

Japan! $USDJPY

And Australia $AUDUSD !

I am not sure that this will help the negotiations with the US $USDCHF

#FF Christophe Barraud🛢🐳 LiveSquawk Vitor Constâncio Adam Posen Spencer Hakimian Mikael Sarwe Daniel Lacalle Kris Sidial🇺🇸 @DeItaOne Andy Constan The Market Ear Jack Farley JohannesBorgen Jonathan Ferro Tracy Shuchart (𝒞𝒽𝒾 ) Joseph Wang PiQ Velina Tchakarova jck✨ Jens Nordvig Viraj Patel BuccoCapital Bloke Special Situations 🌐 Research Newsletter (Jay)

#FF LiveSquawk Frédéric Genta Neil Sethi Vitor Constâncio Oliver Rakau Nicolas Chéron Le Shrub🌳 fastreveal Mikael Sarwe Martin Enlund ⚡️🦆🚁 Newsquawk ForexLive Daniel Lacalle Velina Tchakarova AnilVohra1962 🇬🇧🇨🇦 Grimm's FX Fairy Tales @GFXFTS CN Wire FxMacro PiQ Mike Zaccardi, CFA, CMT 🍖 Nicolas Goetzmann

Japan's LDP, Ishin agree to form coalition government, Kyodo says reuters.com/world/asia-pac… $USDJPY