[시장 분석] 수익률 하락과 예상에 부합한 PCE 지표 이후 달러인덱스 소폭 약세

DXY: -0.1% Remained lacklustre after weakening yesterday alongside a lower-yield backdrop and in response to the recent PCE report that matched expectations on inflation, accompanied by shortfalls in personal income and spending growth vs forecasts, although the downside in the buck was contained as there was also better-than-expected advanced Q3 GDP data which showed economic growth of 3.4% on an annualised basis. EUR/USD: +0.2% Remained afloat after ultimately gaining in the aftermath of the ECB meeting, where the central bank kept rates unchanged as expected, while President Lagarde said the early stages of the pricing chain point to upward pressures and that the situation could have warranted a hike, while she noted that the decision does not indicate the ECB will not hike at its next meeting, and ECB source reports later indicated that policymakers are prepared to raise rates in December. GBP/USD: +0.1% Holds on to its spoils and briefly reclaimed the 1.3400 handle after recent outperformance, despite the lack of pertinent catalysts for the UK since the budget announcement midweek. USD/JPY: -0.1% Trickled lower amid the softer buck and as participants await the BoJ policy decision, while there was a slew of data from Japan, including mixed Tokyo CPI and lower unemployment. Antipodeans: AUD/USD +0.1% / NZD/USD +0.2% Marginally rebounded overnight amid the softer buck and despite the mixed risk appetite.