Forex News
Bond Market Volatility Looms Over Equities as Dollar Holds Near Key Levels
Goldman's Pasquariello flags bond market as top equity risk. Dollar steady at 0.8908 EUR, 158.01 JPY as Treasury yields drive cross-asset moves.
Wall Street's Credit Desks Bet on AI as European Leveraged Finance Booms
J.P. Morgan's credit trading chief says AI optimization is reshaping desks as European leveraged finance issuance surges on AI infrastructure demand.
The Job Market Flip: Non-Degree Workers Win as Grads Struggle
Non-degree workers see best job market in decades as college grads struggle; USD/EUR at 0.8837 ahead of Friday's jobs report.
BlackRock Sees AI Capital Race Colliding With Sovereign Debt Wall
BlackRock's Vivek Paul flags AI capital needs colliding with sovereign borrowing; firm stays pro-risk on U.S. equities, selective on bonds.
US Power Demand Surge Reshapes Investment Landscape as Dollar Holds Near 0.88 Euro
US power demand rebounds after years of stagnation, drawing investor capital. Dollar holds at 0.8779 EUR, 157.24 JPY as equipment deals cross currencies.
Gas No Longer Sets the Price: Europe's Power Market Is Decoupling From Energy Shocks
ECB says renewables are weakening the link between gas and electricity prices. EUR holds at 0.8779 per USD amid the structural shift.
Long-Dated Treasury Yields Break Out to Highest Level Since 2004
The 30-year Treasury yield reaches its highest level since 2004 as the bond selloff intensifies, pressuring the dollar against major currencies.
Bond Yields Break Higher as AI Financing Squeezes Sovereign Debt Markets
BlackRock's Q4 2026 Outlook flags rising bond yields amid AI financing demand; USD/EUR holds at 0.8797 as equities stay resilient.
Meta Shares Jump 11% as AI Chatbot Tops Apple App Store, Lifting Dollar Sentiment
Meta shares rose 11% after its AI app topped Apple's App Store. Dollar traded flat at 0.8741 EUR, 157.39 JPY amid the tech rally.
Japan's Bond Market Squeeze Puts Pressure on the Dollar-Yen Trade
Rising JGB yields are pulling Japanese capital home, pressuring U.S. Treasury demand. USD/JPY holds at 156.88 amid the shift.
Asia Builds Dollar Workarounds, Not a Dollar Exit
AMRO's Dong He says Asia is building alternative trade pathways, not abandoning the dollar, as Ecuador debates dollarization and Ripple expands RLUSD.
Washington Targets Mexico as Back Door for Chinese AI Chips
US pressures Mexico on AI hardware export rules to block China tariff workarounds. USD/MXN at 17.13, USD/CNY at 6.71.
