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Dollar Jumps on Fed Minutes and Data Gap as Yen Sinks and Nvidia Earnings Cheer Tech

Japan’s stimulus push kept the yen under pressure despite risk-off flows.

Overview

  • The Bureau of Labor Statistics canceled the October jobs report, removing a key data point before the December FOMC meeting and helping drive the dollar higher as traders cut the odds of a December rate reduction to about 28%.
  • Minutes from the Oct. 28–29 Fed meeting showed many officials favored keeping rates steady for the rest of the year, lifting the dollar to a two‑week high and further damping near‑term cut expectations.
  • The yen fell to a roughly 10‑month low after an adviser said the BOJ is unlikely to hike before March and as reports pointed to a stimulus package exceeding ¥20 trillion under Prime Minister Sanae Takaichi.
  • UK inflation eased to 3.6% in October, reinforcing expectations for a Bank of England rate cut next month as sterling edged lower.
  • Nvidia delivered a strong quarter with record data‑center revenue and guided fourth‑quarter sales to about $65 billion, boosting tech sentiment after hours.