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November 25, 2025 4:02 AM UTC
September US data seems unlikely to significantly alter Fed intentions
Any further JPY weakness could attract intervention
GBP risks on the Budget look to be sharp losses or modest gains
AUD has potential to extend recovery in a more risk positive environment
November 24, 2025 4:11 PM UTC
September US data seems unlikely to significantly alter Fed intentions
Any further JPY weakness could attract intervention
GBP risks on the Budget look to be sharp losses or modest gains
AUD has potential to extend recovery in a more risk positive environment
November 24, 2025 1:46 PM UTC
We expect September PPI to rise by 0.4% overall and 0.3% ex food and energy, with the latter gain coming near the average of a 0.7% bounce in July that was corrected by a 0.1% decline in August. Ex food, energy and trade we expect a moderate 0.2% increase after gains of 0.3% in August and 0.6% in Ju