Currencies: without the yen, the $-Index would have been stable on a weekly basis
The Dollar fell to 149.9/Yen, losing 3.2% over the week, but did not lose an inch against the Yuan to 7.243 on a weekly basis, and gained 0.4% against the Euro, erasing last Friday's dip to 1.0350.
The Dollar-Index fell by 0.15% to 106.00 against the Yen, its 5th consecutive session of decline, for a weekly loss of -1%... but a deceptive fall, since it's all explained by the surge in the Japanese currency.
The euro came close to confirming its break of the $1.0465 support level, but 'came around' on Monday and Wednesday, perhaps helped by US stats and the hope that the US will spare Europe from customs surcharges.
The region is clearly penalized by weak domestic demand, and the fear of new customs duties in the US is undermining the confidence of business leaders, who still can't count on the Chinese recovery," points out Thomas Giudici, manager at Salamandre (Auris Gestion).
The ECB therefore has no choice but to step up the pace of rate cuts, despite persistently strong wage growth", says Giudici.
Over the week as a whole, Eurozone Treasuries shed an average of 18 basis points.
As for the day's figures, investors were reassured at the end of the morning by the data on inflation in the Eurozone, which came out in line with forecasts.
The 'gross' rate came out at 2.3% in November, compared with +2.00% in October, but the pleasant surprise came from the 'core' rate, which stabilized at 2.7% compared with 2.8% anticipated.
The ECB's median inflation forecast for the next 12 months rose to 2.5%, from 2.4% previously, while the three-year forecast remained stable at 2.1%.
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