Wednesday 12th February

John Hall • February 12, 2025

TODAY’s RATES & MARKET NEWS

Is the USD correction set to continue?

Key Headline:

USD weakens amid tariff retaliation threats from Europe and Canada

US CPI data in focus today



Recap

USD remains weak despite Fed Chair Powell’s testimony, which reaffirmed a patient easing approach and no rush to cut interest rates.

Market expectations point to a Fed rate cut in September, with current USD weakness appearing more like a technical pullback.

EUR shows resilience as the EU vows decisive action against potential US tariffs, with Canada echoing a strong stance.


Today’s Rates

Today's Interbank Rates at 10:50 am against GBP movement.

GBP>EUR – 1.1993

GBP>USD – 1.2441

EUR>GBP – 0.8337

EUR>USD – 1.0372

GBP>CAD – 1.7802

GBP>AUD – 1.9820

GBP>SEK – 13.543

GBP>CHF – 1.1338

GBP>PLN – 5.0056

GBP>AED – 4.5689

GBP>HKD – 9.6890

GBP>ZAR – 22.930

 

Today’s Key Takeaways

US CPI is the key focus for USD today, with markets expecting inflation to remain elevated due to tariff risks.

A CPI miss to the downside could have a greater impact, potentially leading markets to price in an earlier Fed rate cut before September, weakening the USD.

Stronger-than-expected CPI could push yields higher, likely boosting the USD.

Risk sentiment is slightly higher today after Donald Trump hinted at progress in Russia-Ukraine peace efforts, following the release of an American teacher from Russian detention.

GBPUSD and EURUSD are extending yesterday’s gains amid the improved risk mood.

 

12th February 2025


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