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FOREX-Euro struggles vs dollar as attention turns to Fed

Published 21/08/2019, 08:51
FOREX-Euro struggles vs dollar as attention turns to Fed
EUR/USD
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USD/JPY
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CAGR
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DXY
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* All eyes on Jackson Hole meeting, euro/dollar flat

* Euro little moved by Italian PM resigning

* Sterling weakens as Johnson heads to Germany

* Yen on the backfoot

* Graphic: World FX rates in 2019 http://tmsnrt.rs/2egbfVh

By Tommy Wilkes

LONDON, Aug 21 (Reuters) - The euro struggled to make

headway against a resilient dollar on Wednesday and was stuck

near $1.11, with forex markets mostly calm ahead of a crucial

meeting of central bankers later this week.

With markets rushing to price significant easing from

central banks in the United States and Europe, the outlook for

euro/dollar will depend largely on whether or not policymakers

live up to those expectations.

Officials from major central banks will gather at Jackson

Hole, Wyoming, on Friday with markets focused on a scheduled

speech by Federal Reserve Chair Jerome Powell.

His comments are of particular interest after last week's

inversion of the U.S. yield curve - widely regarded as a

recession signal - boosted expectations the Fed would lower

interest rates at its September policy meeting. Faced with

rising risks to the U.S. economy, the central bank in July cut

rates for the first time since the financial crisis.

"In the big scheme of things, markets are relatively

range-bound, with the focus on Jackson Hole later this week,"

said Manuel Oliveri, a strategist at Credit Agricole (PA:CAGR).

The euro was last down 0.1% at $1.1092 EUR=EBS . The

dollar, measured against a basket of currencies, rose 0.1% to

98.265 .DXY .

Oliveri expects the euro to strengthen towards $1.12 by

September, even though the European Central Bank will struggle

to exceed investor expectations for cutting rates.

Talk of more fiscal spending in Germany, and the hit to the

U.S. yield advantage from falling interest rates, should support

the euro, he added.

"Fiscal stimulus is a positive for the currency," he said.

The dollar has also been supported by talk of more spending

- President Donald Trump said on Tuesday his administration was

considering potential tax cuts on wages as well as profits from

asset sales. The single currency was little moved on Tuesday after

Italy's Prime Minister Giuseppe Conte announced his resignation,

with some investors believing the move made a snap general

election less likely. Elsewhere, sterling was the big focus as Prime Minister

Boris Johnson heads to Berlin to meet Chancellor Angela Merkel

for talks over Brexit.

The pound jumped on Tuesday after Merkel raised the

possibility of practical solutions to the so-called backstop -

an insurance policy for the Irish border after Brexit -that

London opposes. With the British currency having slumped in recent weeks on

concerns about a no-deal Brexit on Oct. 31, investors have built

up a huge short position - analysts say that makes the currency

vulnerable should any positive noises emerge from Johnson's

meeting with Merkel.

Sterling was last down 0.3% at $1.2134 GBP=D3 and 0.2%

lower versus the euro at 91.405 pence EURGBP=D3 .

The dollar rose against the yen, rising 0.3% to 106.55

JPY=EBS .

MUFG analysts said the dollar was rising against the yen

after Trump said he wanted to introduce new tax cuts and on

reports that negotiations to agree a U.S.-Japan trade deal were

making progress. "While trade talks are ongoing, it will be more difficult

for Japan to express concern over a stronger yen given President

Trump's concerns over currency manipulation," the analysts

wrote.

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