Dollar weakens as markets price higher Fed-cut odds

Sunday, November 30, 2025 at 14:30 UTC+01:00 (+0100), United States, N/A

News category : Commodity and Currency Events

On November 30 futures traders increased the implied probability of a near-term Federal Reserve easing after a string of softer US data and dovish commentary. The dollar moved lower across major pairs, providing relief to many emerging-market currencies and lowering hedging costs for multinational borrowers. Currency strategists warned that the move hinges on incoming US releases and that any data surprise could prompt a rapid repricing. The softer dollar also contributed to a rotation into risk assets as investors sought higher-yielding exposures amid lower expected US rates.

Overall market impact

Mild bearish market impact - strength score : 70/100

Detailed breakdown of market impact over instruments, sectors, and asset classes

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Impacted instruments :

USD currency pairs

Emerging market FX

Currency carry trades

USD-denominated bonds

FX volatility products

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