Market Overview - Page 7

Gold set records in 2025, up 40% YTD, driven by central bank buying and a weak dollar. However, recent Fed moves have led to a gold pullback as investors buy stocks and dollars.

The key economic events for the fourth week of autumn will be the release of data on business activity in various countries around the world and the publication of data on the personal consumption expenditure index, the Fed’s preferred inflation.

Despite strong UK data, GBP falls on political uncertainty and market scepticism, hitting multi-week lows against USD and EUR.

Fed rate cuts, USD rebounds on short covering, S&P 500 and tech stocks lead gains, Russell 2000 hits record; policy divergence shapes market strategy.

The Fed cut rates, supporting stocks. Dollar bulls defend key support, averting a larger decline; upcoming moves will shape global market trends

S&P 500 hits record highs on Fed rate cut hopes, capital inflows, and AI-driven growth; risks remain with heavy reliance on tech giants.

UK labour cools: jobless numbers are up, wage growth slows, and GBPUSD nears 4-year highs on Fed cut hopes. The Bank of England's timing of the rate cut is key.

USDCHF nears 14-year lows; the SNB could further ease policy amid deflation risks, falling exports, and a strong franc. Rate cuts and interventions may follow.

The Federal Reserve, the Bank of Canada, the Bank of England, and the Bank of Japan will announce their decisions on key interest rates.

Gold reacts strongly to geopolitics and has reached another record high, rising for the fourth week in a row. Washington is ready to wage economic war on the Kremlin’s main allies, India and China, if Brussels supports it. As a.

Expected Fed rate cuts may drive a historical decline unless a new acute crisis boosts demand for USD. The dollar’s growth needs a global shock as political crises weaken rivals.

US CPI rose 0.4%, but weak labour market data—jobless claims at 263,000—may prompt Fed rate cuts, weighing on the dollar yet supporting equities for now.