"The CPI data has regained importance since Donald Trump was re-elected president of the US. Jobs data remains crucial for the Fed's policy path, as the last thing the Fed wants is to panic and lose control of the situation, but the Fed's victory over inflation looks more vulnerable today than it did a month ago. And that's supportive of the US dollar."
"Of course, October figures won't tell much about the Trump effect on consumer prices. We must wait a few months before we start seeing the impact of Trump on numbers. But the higher the numbers, the lower the December cut expectations."
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