Latest from Goldmans, nothing new except that the desk goes bullish on USDCNH mentioning China's weakness as the main catalyst for the "next leg of EM FX weakness" on which we resonate well, Sean's USDCNH longs reaffirm their place as one of our favorite trades at the moment Else, a few words on this week's FOMC mentioning how the FED's reaction to the slowdown in data is what matters, are they concerned about slower growth? If yes, the Dollar may weaken slightly as hawkish expectations get reduced, if not, we will see the resumption of the Dollar strength trend as the FED keeps the hawkish tone despite an evident upcoming recession, we favor the Dollar strength and risk off scenario but as I said, open minded