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FOREX-Dollar struggles for traction after soft U.S. inflation

Published 11/02/2021, 02:07
Updated 11/02/2021, 02:12
© Reuters.
USD/JPY
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DX
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* Graphic: World FX rates https://tmsnrt.rs/2RBWI5E

By Tom Westbrook
SINGAPORE, Feb 11 (Reuters) - The dollar was pinned near
two-week lows on Thursday, as softer-than-expected U.S.
inflation and another Federal Reserve promise to keep interest
rates low reinforced expectations of meagre returns from the
reserve currency.
The Australian dollar AUD=D3 sat just below a two-week top
touched overnight, while the euro EUR=EBS held at $1.2116,
near its highest since Feb. 1. Sterling GBP=D3 , also boosted
by receding expectations for negative interest rates in Britain,
sat just shy of Wednesday's nearly three-year peak of $1.3865.
Morning moves were slight and Asia trade was thinned by
Lunar New Year holidays in Japan and China. Against a basket of
currencies =USD the dollar sat at 90.428 after touching a
two-week trough of 90.249 in the wake of U.S. inflation figures.
U.S. core inflation last month was zero, data showed on
Wednesday, against market expectations of 0.2%.
In a speech, Fed Chair Jerome Powell focused on still-high
unemployment and re-iterated that the central bank's new policy
framework could accommodate annual inflation above 2% for some
time before hiking rates. "In other words, easy policy is going to stay there for a
long, long time, and that should be negative for the U.S.
dollar," said Westpac currency analyst Imre Speizer.
"I think it'll be something that sits in the background, as
just a reminder that the U.S. dollar can't go up while it's got
that easy policy relative to everybody else."
The dollar had pared some of its losses against other majors
a little bit after a selloff in U.S. tech stocks dampened
financial markets' upbeat mood. The safe-haven Japanese yen
JPY= hit a two-week peak of 104.41 per dollar overnight and
last traded a fraction softer at 104.62 per dollar.
Bitcoin BTC=BTSP , sometimes viewed as a hedge against
inflation, has dropped about 8% from Tuesday's record high and
traded at $44,277 on Thursday.
Inflation is under the spotlight as economists expect
pent-up demand and a low-base effect from last year's shocks to
drive jumps in headline figures by the spring time, which some
investors think could test the Fed's resolve.
In New Zealand, for example, where the virus is well
contained, surging accommodation prices have inflation running
above expectations and investors have scaled back what had been
further rate cut expectations.
"The RBNZ arguably face quite a different communication
challenge (to the Fed), with the demand pulse in New Zealand in
a much better position than anyone dared hope," ANZ Bank
analysts wrote in a note to clients on Thursday.
"The RBNZ will welcome this, but continue to highlight the
need for cautious patience."
The New Zealand dollar NZD=D3 was broadly steady at
$0.7205 on Thursday.
Later on Thursday, European Commission economic forecasts
are due, as are U.S. labour market figures, with investors
looking to the data to gauge the relative progress in recovery.

========================================================
Currency bid prices at 9:05AM in Singapore (0105 GMT)
Description RIC Last U.S. Close Pct Change YTD Pct High Bid Low Bid
Previous Change
Session
Euro/Dollar EUR=EBS $1.2115 $1.2119 -0.03% -0.84% +1.2120 +1.2114
Dollar/Yen JPY=D3 104.5850 104.6700 +0.00% +1.34% +104.6400 +0.0000
Euro/Yen EURJPY= 126.69 126.74 -0.04% -0.18% +126.8100 +126.7100
Dollar/Swiss CHF=EBS 0.8906 0.8906 +0.00% +0.67% +0.8907 +0.0000
Sterling/Dollar GBP=D3 1.3823 1.3836 -0.09% +1.19% +1.3834 +1.3821
Dollar/Canadian CAD=D3 1.2706 1.2698 +0.06% -0.23% +1.2709 +1.2696
Aussie/Dollar AUD=D3 0.7713 0.7723 -0.12% +0.27% +0.7724 +0.7713
NZ NZD=D3 0.7205 0.7215 -0.11% +0.36% +0.7218 +0.7205
Dollar/Dollar


All spots FX=
Tokyo spots AFX=
Europe spots EFX=
Volatilities FXVOL=
Tokyo Forex market info from BOJ TKYFX

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World FX rates https://tmsnrt.rs/2RBWI5E
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