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	<title>Currency Thoughts</title>
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	<link>https://currencythoughts.com</link>
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	<lastBuildDate>Mon, 07 Sep 2026 18:48:06 +0000</lastBuildDate>
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	<item>
		<title>Monday Recap: Fading Peace Hopes, September Interest Rate Hike Expectations, Revised Euroland GDP and North American Holiday Closures</title>
		<link>https://currencythoughts.com/2026/09/07/monday-recap-fading-peace-hopes-september-interest-rate-hike-expectations-revised-euroland-gdp-and-north-american-holiday-closures/</link>
					<comments>https://currencythoughts.com/2026/09/07/monday-recap-fading-peace-hopes-september-interest-rate-hike-expectations-revised-euroland-gdp-and-north-american-holiday-closures/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Mon, 07 Sep 2026 15:37:40 +0000</pubDate>
				<category><![CDATA[New Overnight Developments Abroad - Daily Update]]></category>
		<category><![CDATA[Euroland GDP and employment growth]]></category>
		<category><![CDATA[German industrial production]]></category>
		<category><![CDATA[Japanese and Chinese reserves]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31179</guid>

					<description><![CDATA[(123) Like so many other weekends this year, developments around the Strait of Hormuz did not support claims that progress is being made on the diplomatic front. Oil prices are around 1% higher than last week&#8217;s closing levels. Speculation is high that central bank interest rates will be lifted later this month at both the [&#8230;]]]></description>
		
					<wfw:commentRss>https://currencythoughts.com/2026/09/07/monday-recap-fading-peace-hopes-september-interest-rate-hike-expectations-revised-euroland-gdp-and-north-american-holiday-closures/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>August 2026 in Figures</title>
		<link>https://currencythoughts.com/2026/09/06/august-2026-in-figures/</link>
					<comments>https://currencythoughts.com/2026/09/06/august-2026-in-figures/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Sun, 06 Sep 2026 16:50:26 +0000</pubDate>
				<category><![CDATA[Deeper Analysis]]></category>
		<category><![CDATA[August 2026 changes in vital market variables]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31174</guid>

					<description><![CDATA[The back-and-forth developments from the war between Iran on the one hand and the United States and Israel on the other chugged on without resolution during August. The bottom line from an economic standpoint is that the price of oil climbed 6.5% on top of a July increase of more than 20%, ending up around [&#8230;]]]></description>
		
					<wfw:commentRss>https://currencythoughts.com/2026/09/06/august-2026-in-figures/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>National Bank of Kazakhstan Base Rate Cut By 50 Basis Points</title>
		<link>https://currencythoughts.com/2026/09/04/national-bank-of-kazakhstan-base-rate-cut-by-50-basis-points/</link>
					<comments>https://currencythoughts.com/2026/09/04/national-bank-of-kazakhstan-base-rate-cut-by-50-basis-points/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Fri, 04 Sep 2026 16:42:03 +0000</pubDate>
				<category><![CDATA[Central Bank Watch]]></category>
		<category><![CDATA[National Bank of Kazakhstan]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31171</guid>

					<description><![CDATA[The National Bank of Kazakhstan&#8217;s scheduled policy review sent a mixed message, cutting the base rate by 50 basis points to 16.25% rather than 25 bps as was expected but also signaling hesitation against further reductions when looking ahead. The favorable dynamics of current inflation and inflation expectations created room to lower the base rate [&#8230;]]]></description>
		
					<wfw:commentRss>https://currencythoughts.com/2026/09/04/national-bank-of-kazakhstan-base-rate-cut-by-50-basis-points/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>Another Shift in Perceived Likelihood of A Fed Tightening Later This Month</title>
		<link>https://currencythoughts.com/2026/09/04/another-shift-in-perceived-likelihood-of-a-fed-tightening-later-this-month/</link>
					<comments>https://currencythoughts.com/2026/09/04/another-shift-in-perceived-likelihood-of-a-fed-tightening-later-this-month/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Fri, 04 Sep 2026 15:55:14 +0000</pubDate>
				<category><![CDATA[New Overnight Developments Abroad - Daily Update]]></category>
		<category><![CDATA[Euroland retail sales and construction PMI]]></category>
		<category><![CDATA[German industrial orders]]></category>
		<category><![CDATA[National Bank of Kazakhstan]]></category>
		<category><![CDATA[U.S. and Canadian labor market situations]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31165</guid>

					<description><![CDATA[The U.S. labor market last month showed greater-than-anticipated strength. The pivotal factor behind what the FOMC ultimately decides will still be upcoming price data, today&#8217;s job  market surprise packed enough punch to depress share prices, maintain elevated long-term interest rate levels, lift the dollar, and soften the prices of crypto and precious metals. The dollar [&#8230;]]]></description>
		
					<wfw:commentRss>https://currencythoughts.com/2026/09/04/another-shift-in-perceived-likelihood-of-a-fed-tightening-later-this-month/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>New Zealand Interest Rate Hike</title>
		<link>https://currencythoughts.com/2026/09/03/new-zealand-interest-rate-hike-4/</link>
					<comments>https://currencythoughts.com/2026/09/03/new-zealand-interest-rate-hike-4/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Thu, 03 Sep 2026 15:51:07 +0000</pubDate>
				<category><![CDATA[Central Bank Watch]]></category>
		<category><![CDATA[Reserve Bank of New Zealand]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31162</guid>

					<description><![CDATA[The Reserve Bank of New Zealand&#8217;s official cash rate was raised by 25 basis points to 2.75% in follow-up to a similarly-sized initial tightening at the prior policy review in July. Nine previous reductions between May 2023 and August 2024 had lowered the interest rate to 2.25% from 5.5%, but consumer  price inflation in New [&#8230;]]]></description>
		
					<wfw:commentRss>https://currencythoughts.com/2026/09/03/new-zealand-interest-rate-hike-4/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>Dovish Fed Comments, Yen Intervention Speculation, and Latest Trump Remark on Iran War</title>
		<link>https://currencythoughts.com/2026/09/03/dovish-fed-comments-yen-intervention-speculation-and-latest-trump-remark-on-iran-war/</link>
					<comments>https://currencythoughts.com/2026/09/03/dovish-fed-comments-yen-intervention-speculation-and-latest-trump-remark-on-iran-war/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Thu, 03 Sep 2026 14:44:47 +0000</pubDate>
				<category><![CDATA[New Overnight Developments Abroad - Daily Update]]></category>
		<category><![CDATA[Central Bank of Malaysia]]></category>
		<category><![CDATA[Composite purchasing manager surveys August 2026]]></category>
		<category><![CDATA[Euroland PPI]]></category>
		<category><![CDATA[Reserve Bank of New Zealand]]></category>
		<category><![CDATA[Swiss CPI and GDP]]></category>
		<category><![CDATA[Williams and Waller]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31154</guid>

					<description><![CDATA[Federal Reserve Governor Waller and New York Fed President Williams each made remarks casting some doubt about the likelihood of the central bank raising interest rates after its September 15-16 policy review. Waller said the decision is  likely to be heavily influenced by the upcoming CPI price data, and Williams noted that a fading impact [&#8230;]]]></description>
		
					<wfw:commentRss>https://currencythoughts.com/2026/09/03/dovish-fed-comments-yen-intervention-speculation-and-latest-trump-remark-on-iran-war/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>Asserting a Greater America: Fact or Fiction</title>
		<link>https://currencythoughts.com/2026/08/28/asserting-a-greater-america-fact-or-fiction/</link>
					<comments>https://currencythoughts.com/2026/08/28/asserting-a-greater-america-fact-or-fiction/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Fri, 28 Aug 2026 19:45:36 +0000</pubDate>
				<category><![CDATA[Foreign Exchange Insights and Next Week]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31149</guid>

					<description><![CDATA[From a strictly economic perspective, the success of a movement to achieve a greater America ought to be self-evident  if in time economic growth strengthens, price stability is better achieved, and if consumer confidence improves. These are conditions that can be readily tested. Real GDP slowed from an average 2.8% in 2024 (Biden&#8217;s final year) [&#8230;]]]></description>
		
					<wfw:commentRss>https://currencythoughts.com/2026/08/28/asserting-a-greater-america-fact-or-fiction/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>Hawkish Comments within Warsh Speech at Jackson Hole Lends Support to Dollar in Spite of Other Negative Forces</title>
		<link>https://currencythoughts.com/2026/08/28/hawkish-comments-within-warsh-speech-at-jackson-hole-lends-support-to-dollar-in-spite-of-other-negative-forces/</link>
					<comments>https://currencythoughts.com/2026/08/28/hawkish-comments-within-warsh-speech-at-jackson-hole-lends-support-to-dollar-in-spite-of-other-negative-forces/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Fri, 28 Aug 2026 15:14:13 +0000</pubDate>
				<category><![CDATA[New Overnight Developments Abroad - Daily Update]]></category>
		<category><![CDATA[Canadian GDP]]></category>
		<category><![CDATA[Euroland economic sentiment]]></category>
		<category><![CDATA[German import prices]]></category>
		<category><![CDATA[Spanish and French CPI]]></category>
		<category><![CDATA[Warsh remarks on U.S. inflation]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31143</guid>

					<description><![CDATA[The much-awaited keynote address by Fed Chairman Warsh at the annual Jackson Hole Symposium included these remarks about inflation: While this summer&#8217;s PCE and CPI readings were better than expected, they do not tell me that underlying trends have meaningfully improved. The data also show moderate wage growth. But in tracking underlying inflation, wage growth [&#8230;]]]></description>
		
					<wfw:commentRss>https://currencythoughts.com/2026/08/28/hawkish-comments-within-warsh-speech-at-jackson-hole-lends-support-to-dollar-in-spite-of-other-negative-forces/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>Central Bank Interest Rates Raised in South Korea and the Philippines</title>
		<link>https://currencythoughts.com/2026/08/27/central-bank-interest-rates-raised-in-south-korea-and-the-philippines/</link>
					<comments>https://currencythoughts.com/2026/08/27/central-bank-interest-rates-raised-in-south-korea-and-the-philippines/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Thu, 27 Aug 2026 15:23:33 +0000</pubDate>
				<category><![CDATA[Central Bank Watch]]></category>
		<category><![CDATA[Bank of Korea]]></category>
		<category><![CDATA[Central Bank of The Philippines]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31140</guid>

					<description><![CDATA[entral bank interest rates were hiked by 25 basis points today in South Korea and the Philippines to 3.0% and 5.0%, respectively. In South Korea&#8217;s case, this was the second such tightening in a row from a 2.5% base maintained from May 2025 until the monthly review this past July. Despite slightly lower inflation in [&#8230;]]]></description>
		
					<wfw:commentRss>https://currencythoughts.com/2026/08/27/central-bank-interest-rates-raised-in-south-korea-and-the-philippines/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>Steady Dollar and Two Asian Central Banks Hike Interest Rates</title>
		<link>https://currencythoughts.com/2026/08/27/steady-dollar-and-two-asian-central-banks-hike-interest-rates/</link>
					<comments>https://currencythoughts.com/2026/08/27/steady-dollar-and-two-asian-central-banks-hike-interest-rates/#respond</comments>
		
		<dc:creator><![CDATA[larrygreenberg]]></dc:creator>
		<pubDate>Thu, 27 Aug 2026 14:50:42 +0000</pubDate>
				<category><![CDATA[New Overnight Developments Abroad - Daily Update]]></category>
		<category><![CDATA[Bangko Sentral Ng Pilipinas]]></category>
		<category><![CDATA[Bank of Korea]]></category>
		<category><![CDATA[Canadian current account]]></category>
		<category><![CDATA[U.S. merchandise trade defiict]]></category>
		<guid isPermaLink="false">https://currencythoughts.com/?p=31136</guid>

					<description><![CDATA[Dollar changes this Thursday have been unremarkable. Nvdia earnings last quarter exceeded optimistic expectations. The tech-intensive Nasdaq is 1.2% higher mid-morning EDT. More general jitters about AI, the Middle East war, and U.S. trade policies are associated with little change in other major U.S. stock market barometers. Pac Rimequities were mixed today,  with the Korean [&#8230;]]]></description>
		
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			<slash:comments>0</slash:comments>
		
		
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