Bloomberg Dollar Index Trims Gains as Fed's Waller Backs Further Rate Cuts

Deep News2025-12-18

The Bloomberg Dollar Index pared its advance after Federal Reserve Governor Christopher Waller expressed support for additional interest rate cuts. The British pound underperformed among G-10 currencies as the Bank of England is expected to cut rates by 25 basis points on Thursday.

The Bloomberg Dollar Index rose 0.2%, having earlier rebounded as much as 0.4%.

Waller, a leading candidate for the next Fed chair, stated on Wednesday that the current policy rate stands as much as 100 basis points above the neutral rate.

"With inflation still elevated, we can take our time — there's no need to rush rate cuts," Waller said during a CNBC forum. "We can proceed steadily, lowering the policy rate toward neutral levels."

"While yesterday's U.S. jobs data appeared soft at first glance, the details suggest conditions aren't weak enough to push the Fed toward a dovish stance in upcoming meetings," said Yusuke Miyairi, FX strategist at Nomura. "Beyond Waller's remarks, markets lack clear catalysts to price in deeper Fed easing, prompting bargain hunting in the dollar after its post-NFP selloff."

Chris Pizzotti, head of global FX sales and trading at State Street, noted that reduced hedging by U.S. investors overseas is weighing on the dollar.

GBP/USD fell 0.3% to 1.3379 after touching 1.3312 earlier. UK inflation slowed more than expected to an eight-month low, paving the way for BOE easing.

USD/JPY gained 0.6% to 155.70 ahead of the Bank of Japan's Friday policy decision, with the yen lagging all G-10 peers.

EUR/USD was little changed at 1.1743, while EUR/GBP rose 0.3% to 0.8777.

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