Dollar stabilises, geopolitical risk and policy uncertainty cap upside potential – London Business News | Londonlovesbusiness.com

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The US dollar was trading sideways on Wednesday after two sessions of losses.

The currency continued to face downside risks as persistent concerns over rising tensions between the United States and Europe weighed on investor sentiment.

President Donald Trump’s aggressive stance on Greenland prompted a broader reduction in exposure to dollar-denominated assets.

This risk-off behaviour has been reflected in treasuries, where yields recently surged across the curve, pushing the 10-year yield to multi-month highs. While yields have retreated slightly today, the market remained vulnerable as geopolitical frictions and policy uncertainty persisted.

From a macro perspective, the latest ADP weekly data showed US private employers added an average of just 8,000 jobs per week in the four weeks ending December 27, down from the previous period. It could reinforce expectations of a softer labour market and further pressure the greenback.

Attention now turns to Thursday’s key US data releases, which are likely to inject volatility into both forex and bond markets. Final Q3 GDP figures are expected at 4.3% quarter-on-quarter, while November PCE inflation is forecast to remain steady at 0.2%. Any meaningful deviation from expectations could quickly reshape rate outlooks. Initial jobless claims, expected to rise to 212k, will also be closely watched.



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