Enzio Von Pfeil, a capital preservation specialist at Financial Shield, tells James Ross that the latest data from the US is not earth-shaking, but we may see some weakening in the dollar. Carlos Casanova, Senior Asia Economist, UBP, adds that he's keeping an eye on whether the core PCE deflator moves towards the 2.5% level by December, but there is a risk that the easing cycle will be smaller than the market is currently pricing