So, what'd I miss?The dollar is keeping in good stead over the last week as traders have conceded to pricing in a 25 bps rate cut by the Fed for November now. A soft landing scenario looks more and more certain each day.The odds of a 25 bps rate cut for next month are now at ~85% and traders have completely phased out pricing of a 50 bps move. That comes after the hotter jobs report on Friday last week of course.So, what's next?On the agenda today, there is the US CPI report to get through. The current backdrop is that inflation hasn't been too much of a focus over the last two to three months. The disinflation process is continuing to take hold but there are just a couple of bumps in the ro
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