Markets fluctuated significantly following the FOMC's actions, reflecting initial hawkish sentiments from Powell that later moderated as participants absorbed information.
In the FX market, the dollar showed weakness against G10 currencies, leading to a notable decrease in the DXY index as market corrections took place.
My 2025 macro outlook suggests varying conditions for major economies, pegging the US as 'exceptional', while predicting stagnation for the Eurozone and disappointment for China.
The recent hold by the BoJ, indicated by Governor Ueda, has led to a significant sell-off in the JPY, and the USD/JPY rate has surged to highs.
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