China New Loans above forecasts (975B) in September: Actual (1080B)

China M2 Money Supply (YoY) came in at 7.2%, below expectations (7.4%) in September

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US Dollar: Resilient growth supports upside through 1H27 – OCBC

OCBC’s Sim Moh Siong and Christopher Wong note that hotter US CPI has revived Federal Reserve tightening fears, but the US Dollar’s rally has been constrained by reversing Treasury yields and AI-led equity weakness.
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