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	<title>Currency Thoughts</title>
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	<item>
		<title>Unsettling Geopolitics Crowding Out Economics</title>
		<link>https://currencythoughts.com/2026/08/18/unsettling-geopolitics-crowding-out-economics/</link>
					<comments>https://currencythoughts.com/2026/08/18/unsettling-geopolitics-crowding-out-economics/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Tue, 18 Aug 2026 11:14:32 +0000</pubDate>
				<category><![CDATA[New Overnight Developments Abroad - Daily Update]]></category>
		<category><![CDATA[British labor statistics]]></category>
		<category><![CDATA[Euroland and German ZEW expectations index]]></category>
		<category><![CDATA[Trump and Korea]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31083</guid>

					<description><![CDATA[In this mid-August season of vacationing, this Tuesday saw few releases of economic data and no central bank rate announcements. In this vacuum, market attention turned to politics for guidance and and the musings of U.S. President Trump. He indicated no interest in extending the expired interim peace with Iran. Tomorrow is D-day for U.S./Canadian [&#8230;]]]></description>
		
					<wfw:commentRss>https://currencythoughts.com/2026/08/18/unsettling-geopolitics-crowding-out-economics/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>60 Day U.S./Iran Cease-Fire Now Expired and A Lot of Japanese &#038; Chinese Data Reported</title>
		<link>https://currencythoughts.com/2026/08/17/60-day-u-s-iran-cease-fire-now-expired-and-a-lot-of-japanese-chinese-data-reported/</link>
					<comments>https://currencythoughts.com/2026/08/17/60-day-u-s-iran-cease-fire-now-expired-and-a-lot-of-japanese-chinese-data-reported/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Mon, 17 Aug 2026 12:43:33 +0000</pubDate>
				<category><![CDATA[New Overnight Developments Abroad - Daily Update]]></category>
		<category><![CDATA[Chinese retail sales and industrial production]]></category>
		<category><![CDATA[Japanese GDP]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31076</guid>

					<description><![CDATA[(126) The 60-day window allowing Iran and the United States to work out a mutually acceptable modification of Iran&#8217;s nuclear program expired today with nil progress. The cease-fire was plagued from the get-go by differing interpretations of language meant to restore normal traffic through the Strait of Hormuz. Hardly any ships are currently going through [&#8230;]]]></description>
		
					<wfw:commentRss>https://currencythoughts.com/2026/08/17/60-day-u-s-iran-cease-fire-now-expired-and-a-lot-of-japanese-chinese-data-reported/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>Next Week&#8217;s Menu: August 15-21, 2026</title>
		<link>https://currencythoughts.com/2026/08/14/next-weeks-menu-august-15-21-2026/</link>
					<comments>https://currencythoughts.com/2026/08/14/next-weeks-menu-august-15-21-2026/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Fri, 14 Aug 2026 20:26:18 +0000</pubDate>
				<category><![CDATA[Foreign Exchange Insights and Next Week]]></category>
		<category><![CDATA[Economic Data Calendar]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31073</guid>

					<description><![CDATA[Central Banks: Interest rate decisions will  be announced Egypt, China, Indonesia, Sweden, Iceland and Jamaica. FOMC minutes get released on Wednesday, and central bankers with public speaking engagements in the period include Lagarde and Lane of the European Central Bank, Hauser of the Reserve Bank of Australia, and Sleijpen of the Swiss National Bank. State [&#8230;]]]></description>
		
					<wfw:commentRss>https://currencythoughts.com/2026/08/14/next-weeks-menu-august-15-21-2026/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>Week Ends Without a Breakthrough in Middle East And Tech Sector Back in Favor</title>
		<link>https://currencythoughts.com/2026/08/14/week-ends-without-a-breakthrough-in-middle-east-and-tech-sector-back-in-favor/</link>
					<comments>https://currencythoughts.com/2026/08/14/week-ends-without-a-breakthrough-in-middle-east-and-tech-sector-back-in-favor/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Fri, 14 Aug 2026 12:40:54 +0000</pubDate>
				<category><![CDATA[New Overnight Developments Abroad - Daily Update]]></category>
		<category><![CDATA[Central Reserve Bank of Peru]]></category>
		<category><![CDATA[Euroland GDP and employment growth]]></category>
		<category><![CDATA[German WPI]]></category>
		<category><![CDATA[Indian WPI]]></category>
		<category><![CDATA[U.S. retail sales]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31064</guid>

					<description><![CDATA[Two weeks shy of half-year since the Middle East war&#8217;s start, the sides have hunkered down for a game of economic and political attrition. The price of West Texas Intermediate crude oil is slightly up on the day and around 6% higher than a week ago. The dollar fell overnight by 0.7% against its New [&#8230;]]]></description>
		
					<wfw:commentRss>https://currencythoughts.com/2026/08/14/week-ends-without-a-breakthrough-in-middle-east-and-tech-sector-back-in-favor/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>Equities Up, Bond Yields Lower and Dollar Pretty Steady After PPI</title>
		<link>https://currencythoughts.com/2026/08/13/equities-up-bond-yields-lower-and-dollar-pretty-steady-after-ppi/</link>
					<comments>https://currencythoughts.com/2026/08/13/equities-up-bond-yields-lower-and-dollar-pretty-steady-after-ppi/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Thu, 13 Aug 2026 14:38:41 +0000</pubDate>
				<category><![CDATA[New Overnight Developments Abroad - Daily Update]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31061</guid>

					<description><![CDATA[Major U.S. equity indices strengthened 0.4-0.9%. The 10-year Treasury yield&#8217;s slide of six basis points leads reductions of 4 bps in France and Spain, 3 bps in Germany, Italy and the U.K., and 2 bps in Switzerland. The weighted DXY dollar index edged 0.1% lower. Perceived chances that the Fed tightens at its September review [&#8230;]]]></description>
		
					<wfw:commentRss>https://currencythoughts.com/2026/08/13/equities-up-bond-yields-lower-and-dollar-pretty-steady-after-ppi/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>Unsure About Hormuz Talks but Not Expecting U.S. CPI Data to Be an Immediate Problem</title>
		<link>https://currencythoughts.com/2026/08/12/unsure-about-hormuz-talks-but-not-expecting-u-s-cpi-data-to-be-an-immediate-problem/</link>
					<comments>https://currencythoughts.com/2026/08/12/unsure-about-hormuz-talks-but-not-expecting-u-s-cpi-data-to-be-an-immediate-problem/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Wed, 12 Aug 2026 10:49:09 +0000</pubDate>
				<category><![CDATA[New Overnight Developments Abroad - Daily Update]]></category>
		<category><![CDATA[German and Portuguese CPI]]></category>
		<category><![CDATA[India CPI]]></category>
		<category><![CDATA[U.S. consumer prices]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31054</guid>

					<description><![CDATA[Investors expect U.S. July overall and core consumer price inflation to dip marginally. Comments from Fed officials have suggested that an interest rate hike could happen at September&#8217;s meeting, but today&#8217;s CPI isn&#8217;t expected to seal that vote. If that in fact proves the case, attention will quickly turn to tomorrow&#8217;s producer price releases. Meanwhile, [&#8230;]]]></description>
		
					<wfw:commentRss>https://currencythoughts.com/2026/08/12/unsure-about-hormuz-talks-but-not-expecting-u-s-cpi-data-to-be-an-immediate-problem/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>A Quiescent August Thus Far</title>
		<link>https://currencythoughts.com/2026/08/11/a-quiescent-august-thus-far/</link>
					<comments>https://currencythoughts.com/2026/08/11/a-quiescent-august-thus-far/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Tue, 11 Aug 2026 12:50:13 +0000</pubDate>
				<category><![CDATA[New Overnight Developments Abroad - Daily Update]]></category>
		<category><![CDATA[Reserve Bank of Australia]]></category>
		<category><![CDATA[U.S. small business sentiment]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31045</guid>

					<description><![CDATA[Because so many market participants take holidays at this time of year, August has a reputation in the financial community for being a calm period when not much happens, and the first half of this year&#8217;s August has pretty much conformed to that stereotype. It hasn&#8217;t always been so, however. It was in August that [&#8230;]]]></description>
		
					<wfw:commentRss>https://currencythoughts.com/2026/08/11/a-quiescent-august-thus-far/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>No Weekend Breakthrough Regarding Hormuz&#8230; Investors Waiting for Midweek Release of U.S. Inflation Figures</title>
		<link>https://currencythoughts.com/2026/08/10/no-weekend-breakthrough-regarding-hormuz-investors-waiting-for-midweek-release-of-u-s-inflation-figures/</link>
					<comments>https://currencythoughts.com/2026/08/10/no-weekend-breakthrough-regarding-hormuz-investors-waiting-for-midweek-release-of-u-s-inflation-figures/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Mon, 10 Aug 2026 13:08:11 +0000</pubDate>
				<category><![CDATA[New Overnight Developments Abroad - Daily Update]]></category>
		<category><![CDATA[Bank of Japan Board Summary]]></category>
		<category><![CDATA[Chinese CPI and PPI]]></category>
		<category><![CDATA[Japanese current account and economy watchers index]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31039</guid>

					<description><![CDATA[(127) The deadlock in efforts to reopen shipping traffic through the Strait of Hormuz goes on, with Iran insisting on 14 demands from the United States that are far beyond what the Trump Administration is willing to accept. The grave doubts that Middle Eastern experts expressed very early into the initial ceasefire have proven prescient, [&#8230;]]]></description>
		
					<wfw:commentRss>https://currencythoughts.com/2026/08/10/no-weekend-breakthrough-regarding-hormuz-investors-waiting-for-midweek-release-of-u-s-inflation-figures/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>Next Week&#8217;s Menu: August 8-14, 2026</title>
		<link>https://currencythoughts.com/2026/08/07/next-weeks-menu-august-8-14-2026/</link>
					<comments>https://currencythoughts.com/2026/08/07/next-weeks-menu-august-8-14-2026/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Fri, 07 Aug 2026 20:02:07 +0000</pubDate>
				<category><![CDATA[Foreign Exchange Insights and Next Week]]></category>
		<category><![CDATA[Economic Data Calendar]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31036</guid>

					<description><![CDATA[Central Banks: Monetary policy reviews in Australia, Norway, Peru and Serbia. Hammack, Barkin and Bowman of the Fed will be speaking publicly. So will Reserve Bank of Australia Governor Bullock to explain the RBA decision and the quarterly Monetary Policy Report. With President Trump resuming his quest to replace Govenor Cook, new questions about the [&#8230;]]]></description>
		
					<wfw:commentRss>https://currencythoughts.com/2026/08/07/next-weeks-menu-august-8-14-2026/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>Awaiting U.S. Jobs Data and Deal to Reopen Hormuz</title>
		<link>https://currencythoughts.com/2026/08/07/awaiting-u-s-jobs-data-and-deal-to-reopen-hormuz/</link>
					<comments>https://currencythoughts.com/2026/08/07/awaiting-u-s-jobs-data-and-deal-to-reopen-hormuz/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Fri, 07 Aug 2026 12:10:49 +0000</pubDate>
				<category><![CDATA[New Overnight Developments Abroad - Daily Update]]></category>
		<category><![CDATA[Bank of Mexico]]></category>
		<category><![CDATA[Canadian employment and unemployment]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31020</guid>

					<description><![CDATA[The dollar marked time overnight, with no net changes against the euro, loonie or its weighted DXY index, an uptick of 0.1% relative to sterling, and downticks of 0.1% versus the Australian dollar and Japanese yen. Bigger drops of 0.3% occurred against the Mexican peso, Indonesia rupiah and Swiss franc and of 0.5% relative to [&#8230;]]]></description>
		
					<wfw:commentRss>https://currencythoughts.com/2026/08/07/awaiting-u-s-jobs-data-and-deal-to-reopen-hormuz/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
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