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Market Outlook

Cooling Jobs Market Forces Fed’s Hand as CPI Stays Manageable 1

Cooling Jobs Market Forces Fed’s Hand as CPI Stays Manageable

A softer inflation print paired with fresh evidence of labor market strain has sharpened expectations that the Federal Reserve will cut rates next week, marking its first move of the year. The data reinforced the narrative that policymakers are running out of room to delay easing as the economy slows. The consumer price index showed inflation […]

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US PPI Surprise Fuels Rate Cut Debate Ahead of CPI Test 3

US PPI Surprise Fuels Rate Cut Debate Ahead of CPI Test

US producer prices unexpectedly fell in August, offering policymakers some breathing room as they weigh how aggressively to ease policy in response to slowing jobs momentum. The decline, the first in four months, has intensified speculation about the Federal Reserve’s September decision, with markets now openly debating whether Chair Jerome Powell will deliver a 25 or 50

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Markets Ride Rate Cut Optimism as Ishiba’s Exit Ripples Across Asia 5

Markets Ride Rate Cut Optimism as Ishiba’s Exit Ripples Across Asia

Global markets are entering the week with risk appetite on the rise, fueled by a surge in bets that the Federal Reserve will cut rates this month and ease further into year end. Equities extended gains as investors embraced the prospect of looser financial conditions, while haven demand pushed gold to fresh record highs and weighed on

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Soft Payrolls Turbocharge Fed Cut Bets as Yen Slips on Ishiba Exit 8

Soft Payrolls Turbocharge Fed Cut Bets as Yen Slips on Ishiba Exit

Traders enter the new week recalibrating rate expectations after Friday’s weak US payrolls signaled a deeper slowdown in hiring. Fed funds futures now lean heavily toward an outsized policy move in September, while Asian FX is contending with fresh political headlines out of Tokyo. Fed Easing Narrative Accelerates A softer than expected US jobs report

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Fed Easing Bets Solidify as Job Openings Hit 10-Month Low 11

Fed Easing Bets Solidify as Job Openings Hit 10-Month Low

A softer US labor signal has tightened market conviction that the Federal Reserve will begin cutting rates this month. Job openings slid to their lowest level in nearly a year, reinforcing the view that hiring momentum is cooling and that policymakers will pivot sooner rather than later. Labor Market Undercurrent The latest JOLTS report showed

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Gold at Records as Bond Turmoil and Political Risks Push Traders Into Havens 13

Gold at Records as Bond Turmoil and Political Risks Push Traders Into Havens

Gold touched fresh record highs before retreating early Wednesday, as a global bond selloff and deepening political strains drove demand for safe haven assets. The US dollar also held firm, underscoring how traders are recalibrating exposure amid a volatile start to September. With long end yields surging across major economies and market confidence rattled, the

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Gold Surges to Record as Fed Cut Bets Dominate a Risk-Laden September 15

Gold Surges to Record as Fed Cut Bets Dominate a Risk-Laden September

Global markets enter September under heavy crosscurrents, traders are betting the Federal Reserve will ease policy this month, even as geopolitical frictions, tariff battles, and questions over central bank independence cloud the outlook. Gold hit fresh records Tuesday, underscoring demand for havens in a landscape where both politics and economics are testing investor conviction. Fed in

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All Eyes on Fed’s Inflation Gauge as Growth Resilience Tests Dovish Bets 17

All Eyes on Fed’s Inflation Gauge as Growth Resilience Tests Dovish Bets

Markets head into Friday’s session on edge, with the Federal Reserve’s preferred inflation measure set to provide the final word before September’s policy call. Traders face a delicate backdrop, solid growth data reinforces the economy’s resilience, yet inflation risks remain a thorn in the Fed’s side. Fed’s Inflation Test Ahead The latest GDP revision showed the

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Gold Holds Firm as Fed Uncertainty and Tariff Risks Keep Haven Demand Alive 19

Gold Holds Firm as Fed Uncertainty and Tariff Risks Keep Haven Demand Alive

Gold retreated after testing recent highs, but the underlying bid for the metal remains intact as traders weigh fresh signs of Fed policy divergence, heightened political drama in Washington, and escalating tariff skirmishes worldwide. Fed in Focus: Williams Calms, but Caution Lingers Markets are firmly pricing in a September rate cut, with odds exceeding 90%

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Gold Under Pressure as Markets Brace for Powell’s Jackson Hole Remarks 21

Gold Under Pressure as Markets Brace for Powell’s Jackson Hole Remarks

Gold drifted lower in early Friday trade, with sellers regaining control as investors await Federal Reserve Chair Jerome Powell’s highly anticipated speech at the Jackson Hole Symposium. The metal is struggling to sustain Thursday’s modest rebound, weighed down by a resurgent US dollar and fading expectations of a September rate cut. The greenback is holding

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