US rates outlook still hazy, watching $USDTHB as potential tell
NFP came in mixed; wage growth softened a bit, but overall job additions still robust. Makes the Fed's next move harder to pinpoint – still seems data-dependent, leaning hawkish but not aggressively so. I'm keeping an eye on $USDTHB at 33.76 as a barometer for broader dollar strength and emerging market sentiment; any sustained move above 33.82 would get my attention. DeFi remains under pressure, $DEFI trading at 74.41, struggling to hold gains.
Watching a specific EM currency pair for a broader USD signal seems a bit indirect, given the numerous local factors at play for THB. While interesting, I'm not sure how reliable it would be as a primary indicator for the Fed's next move.