Week Ahead: US Government Remains Closed, China is on Extended Holiday, and Markets Hardly Notice: The US federal government was forced to close by the inability of Congress to pass a single appropriations bill for the new fiscal year that began October… dlvr.it/TNT0zC

Dollar Driven Higher by Japan's LDP Choice as next Leader and Prime Minister and the Collapse of the French Government: Overview: There are two main drivers today. The outcome of Japan's LDP leadership contest means Japan will have its first woman prime… dlvr.it/TNVcp4

The Greenback Remains Bid: Overview: The dollar has come back bid. It is trading near session highs late in the European morning. The French crisis has not been resolved and the policy mix advocated by the new head of the LDP and soon-to-be prime… dlvr.it/TNWv54

Dollar Jumps by Default: Overview: The US dollar's recovery accelerated today, and it has not deterred gold from surging through the $4000-mark in the spot market. With the US government still shut and no apparent negotiations to end it, greenback's… dlvr.it/TNY82J

North American Leadership Awaited in FX: Overview: There was some, albeit limited follow-through dollar buying today, but the early gains have been pared as the European morning progressed. That leaves the greenback narrowly mixed among the G10… dlvr.it/TNZKNz

China Takes Dramatic Measures, While Japan's MOF Warns Against Excessive Yen Moves:   Overview: The US dollar has stabilized after yesterday's surge. Following words of caution by Japan's finance minister, the yen is the strongest of the G10 currencies… dlvr.it/TNbNYG

Week Ahead: Politics Pushes Aside Economics: The combination of the policy mix advocated by the woman who is most likely to become the next prime minister of Japan and a series of disappointing German economic data amid a political crisis in France… dlvr.it/TNcQP2

Market Sees "Escalation to De-Escalate": Overview: Neither the US nor China have backed away from the brink approached before the weekend, but the many market participants have concluded that this is an "escalation to de-escalate". The foreign exchange… dlvr.it/TNf590

No Relaxation of US-China Tensions, Japanese Political Challenges, and a Rise in UK Unemployment, Send Ripples Through the Capital Markets: Overview: The markets wanted to believe that the President Trump and Treasury Secretary Bessent were right, China… dlvr.it/TNg4ld

US Dollar Returns Offered While Bonds and Stocks Rally, Gold's Ascent Continues: Overview: The dollar is heavy today. It is weaker against nearly all the world's currencies. The ongoing elevated trade tensions between the US and China continue to be the… dlvr.it/TNhH1k

FX Moves Tentatively, While Equities and Gold Continue to March Higher: Overview: The US dollar is mostly a little softer ahead of the start of the North American session. Participants do not seem to have much short-term conviction amid the heightened… dlvr.it/TNjPNZ

Thoughts on the Dollar: Most investors don’t have direct exposure to the currency mix that makes up the Dollar Index (DXY), but that doesn’t mean it’s irrelevant. Far from it. DXY offers a useful lens through which to view the broader forces shaping the… dlvr.it/TNjrb0

Fear Grips the Capital Markets: Overview: The pendulum between fear and greed is swinging toward the former today. The large write-downs at a couple of US regional banks follow high-profile collapses of Tricolor and First Brands. They play on fears of… dlvr.it/TNkTgp

Week Ahead: Impasses Between US and China and Between Republicans and Democrats: There are several moving pieces in the broad macro story that are not going to be resolved in coming days. Although President Trump is playing down a "trade war" with China,… dlvr.it/TNlRnk

Eerie Calm in the Foreign Exchange Market: Overview: The foreign exchange market is quiet, and the US dollar is slightly softer against most of the G10 currencies, though the Australian and Canadian dollar are struggling. Most emerging market currencies… dlvr.it/TNmxNw

Yen Sold as Takaichi becomes Japan's Prime Minister: Overview: The US dollar is mostly firmer today as its pullback from last week's highs is retraced. Although the US 10-year yield is spending more time below the 4.0% floor, the yen is the weakest of… dlvr.it/TNnwwH

Flat September CPI Boosts Speculation of a BOE Rate Cut While Weighing on Sterling: Overview: The US dollar is mostly narrowly mixed among the G10 currencies. Sterling is the exception, and it is off about 0.35% after the softer than expected CPI spurred… dlvr.it/TNq3hH

Tighter Sanctions on Russia Spurs Oil's Surge and Lifts Yields: Overview: The dollar is trading quietly in mostly narrow ranges against the most of the G10 currencies. The key development has been the escalation of pressure on Russia from a new round of… dlvr.it/TNr70B

Trump Cancels Trade Talks with Canada even as US Seeks Broad Alliance to Check China's Rare Earth Dominance: Overview: The US dollar is trading higher against all the G10 currencies today, but it has not broken out of this week's ranges. The Dollar Index… dlvr.it/TNsJW0

Week Ahead: A Most Consequential Week: The week ahead could be one of the most consequential weeks here in Q4. Four G10 central banks meet, and two, the Federal Reserve and the Bank of Canada, the market is confident will cut policy rates. The market is… dlvr.it/TNtCk2