2026-01-08 07:32:59

There are several noteworthy pieces of information in the forex market today.

First, let's talk about the US dollar. US Treasury Department advisor Lavorgna publicly stated that the Federal Reserve should continue on the easing path. The market is also following this expectation—according to a Reuters survey, as many as 87.5% of strategists believe the dollar will remain stable or turn net short before the end of January. However, there is some positive news: the latest United Nations report projects that the US GDP growth rate in 2026 could slightly increase from 1.9% to 2.0%, which is a boost for the market.

On the euro side, the situation is different. Traders are significantly reducing their bets on the ECB rate hikes, with the first rate hike now expected to be pushed back to March 2027. The economic fundamentals are also not very optimistic, as the EU's growth forecast for 2026 has been lowered from 1.5% to 1.3%, indicating a clear weakening of growth momentum.

Looking globally, the economic growth rate is expected to fall to 2.7% in 2026. Central banks around the world are showing varied performances: the Bank of Japan is observing a mild recovery and increasing wage hike willingness; South Korea’s finance minister vows to stabilize the exchange rate expectations; Indonesia’s foreign exchange reserves have risen to $156.5 billion. The Deputy Governor of the Reserve Bank of Australia has sent a hawkish signal, emphasizing medium-term inflation pressures and implying that the previous rounds of rate cuts may have already reached the end of this cycle.

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faded_wojak.eth

· 01-11 05:30

Will the US dollar fall again? 87.5% of people are bearish, this data is quite alarming... The European economy is really struggling; interest rate hikes won't happen until 2027. If I had known, I wouldn't have followed the trend and played euro futures. Global growth has dropped to 2.7%, making it harder to make money. It's time to adjust strategies. The RBA's hawkish stance this time is a bit significant; they might actually stop cutting rates. With such strong expectations of Fed rate cuts, it feels like another signal of a wave of retail investors getting caught...

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defi_detective

· 01-11 02:05

The euro is really weak, only raising interest rates in 2027? By then, the flowers will have withered. 87.5% of Americans are bearish on the dollar, this data is a bit scary... Is it time for a reverse operation? Is the RBA's hawkish signal serious, is the rate cut cycle really over? Japan's central bank is experiencing a mild recovery, Indonesia's foreign reserves are rising again, the world is really diverging. A 0.1% GDP growth rate can't boost confidence; this report is a bit superficial. EU growth is 1.3%, definitely stagflation pace... Will the Federal Reserve continue to cut rates? The days of borrowing might be returning.

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potentially_notable

· 01-10 16:47

The US dollar bulls are once again shouting for rate cuts, but when 87.5% of strategists have this view, it's often time to do the opposite. This tactic has been played out. Things are even worse on the European side, with the first rate hike not expected until 2027? Economic growth is still declining, and there's suspicion that the euro might break below this year. Global economic growth is at 2.7%. Honestly, this data is a bit painful; everyone is just waiting for central banks to rescue the market. The RBA's hawkish tone has appeared, and this signal is different—it's a bit unconventional. The rate cut cycle should really be over by now. It's a bit ridiculous to keep touting rate cuts every day.

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InfraVibes

· 01-09 20:13

There are so many USD shorts at 87.5%, I feel a bit skeptical about it. The Euro is even worse, with interest rate hikes not until 2027. How long do we have to wait? The global economy is still struggling, with a 2.7% growth rate, which is a bit disappointing. The Reserve Bank of Australia has turned hawkish; is this really the last dance of rate cuts? Is Japan recovering? I find it hard to believe.

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0xLuckbox

· 01-08 08:02

So many USD shorts? 87.5% of people are betting on devaluation, feels a bit fake. The European economy is really struggling; they won't raise interest rates until 2027. What's with this pace? The hawkish stance in Australia has shifted. Who else is going to keep easing... Global economic growth has fallen below 3%. Feels like everyone is just waiting for the story of rate cuts to end. With such strong expectations of Fed rate cuts, do they really plan to loosen? Not really convinced.

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PerennialLeek

· 01-08 08:02

The Federal Reserve is expected to cut interest rates, and 87.5% of people share this view. It feels a bit too obvious... --- Europe is not expected to raise interest rates until 2027? Haha, this pace has indeed been slow, no wonder the EU's growth forecast keeps being revised downward. --- Global growth has fallen to 2.7%, and everyone is cutting interest rates. This atmosphere is indeed a bit... What do you all think? Is this paving the way for a recession? --- The Reserve Bank of Australia has already hinted that the rate-cutting cycle may be over. It seems that central banks are playing more and more tricks. --- Indonesia's foreign exchange reserves have risen to 156.5 billion. This number is quite interesting—are emerging markets quietly accumulating? --- Growth in 2026 is only 2.0%, and this confidence boost is quite a struggle. --- Wait, why are so many people bearish on the dollar, yet so many central banks are stabilizing the exchange rate? Isn't there a bit of contradiction here? --- Japan and South Korea's actions seem quite steady, while Europe and the US are a bit chaotic.

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SnapshotDayLaborer

· 01-08 08:02

87.5% of strategists are bearish on the US dollar? This number is too neat, it feels like there's some trick behind it. Don't expect much from the euro either; interest rate hikes might not happen until 2027. It's just a waiting game now. Global growth has dropped to 2.7%, 2026 is really going to be tough. The Reserve Bank of Australia’s hawkish stance this time is serious; it feels like there are more tough battles ahead. The US GDP only increased by 0.1%, and they call it a confidence booster—this is really fooling people, haha.

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DataPickledFish

· 01-08 07:58

87.5% of strategists are bearish on the US dollar? That number seems a bit exaggerated, not always this consistent Things are worse on the euro side, raising rates only in 2027? I think there's no hope left The Reserve Bank of Australia is still sticking to the hawkish stance, is inflation really that stubborn? Global growth has dropped to 2.7%, it's a bit uncomfortable US GDP only grew to 2.0%, and they still have the nerve to boast? Who dares to move the euro with an EU growth rate of 1.3%? This round of forex market movements feels like each central bank is playing its own tune Japan is starting a mild recovery again, can we really believe this? Indonesia's foreign exchange reserves have stabilized, but everywhere else is panicking Is this rate cut cycle really coming to an end? But I think it's still early

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Degen4Breakfast

· 01-08 07:57

87.5% of strategists are bearish on the US dollar? Are the remaining 12.5% really genuine or just pretending, hehe --- The European Central Bank is hesitating, and GDP is still declining. Europe is really struggling. --- Global growth is at 2.7%, which sounds like a small correction for the bleak 2024. Nothing to get excited about. --- Is the RBA's hawkish signal serious? It feels like the rate cut cycle should have ended long ago. --- US GDP jumped from 1.9 to 2.0, what a strong confidence boost. This is also considered good news. --- Indonesia's foreign exchange reserves have exceeded 1,500 billion, why is no one talking about this? --- Interest rate hike in March 2027? Is the ECB planning to just lay low?

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LuckyBearDrawer

· 01-08 07:51

87.5% of strategists are bearish on the US dollar? That number seems a bit too confident; it often turns out the opposite. Europe is directly underperforming, with rate hikes pushed to March 2027. It seems the European Central Bank has no tricks left. Global growth at 2.7%, so where's the promised recovery? Australia's hawkish signals have left me a bit confused. US GDP only grew by 0.1%. That confidence boost is a bit weak, brother. Japan is starting to raise wages again? South Korea is stabilizing its exchange rate, Indonesia is stockpiling foreign exchange—what are they hinting at? Is the rate cut cycle coming to an end? So, what’s next, brothers? The EU's 1.3% growth rate—what can we expect? Just lying flat, I guess. Is the dollar really heading for a bear market? I thought 87.5% was just a trap. Looking at the global economy in 2026, it feels even more difficult this year. Lavorgna keeps cutting rates. Is the market really this trend-following?

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