Market Outlook

A political shake up in Japan has rippled through global markets, reigniting risk appetite while simultaneously bolstering demand for traditional hedges. The election of a pro-stimulus leader in Tokyo sparked a broad based rally in equities and commodities as investors bet on a wave of fiscal expansion. Yet, that optimism came at a cost bonds and […]

The United States entered a government shutdown after President Donald Trump and Congressional Democrats failed to bridge differences over health care spending, injecting a new layer of uncertainty into global markets already navigating a fragile macro backdrop. The president escalated tensions by threatening to permanently dismiss “a lot” of federal workers, raising fears of deeper

Markets are starting the week with a mix of caution and conviction. Gold surged to fresh record highs, Treasuries advanced, and the dollar slipped for a second straight session as investors weighed the twin risks of US political brinkmanship and a cooling labor market against firm expectations of further Federal Reserve easing. Washington in Focus:

Global markets are bracing for a volatile Friday as conflicting Federal Reserve signals, fresh tariff measures from Washington, and looming US inflation data converge to test investor conviction. The dollar held firm near a three week high, Treasuries traded in tight ranges, and gold hovered just below record territory, underscoring the tense backdrop heading into

The US dollar slipped against all major peers Thursday, extending a modest retreat as investors digested a fresh round of cautious commentary from Federal Reserve officials. Oil also edged lower, unwinding part of its sharpest rally since July, as markets recalibrated expectations ahead of key US inflation data due Friday. Fed Voices Rein in Aggressive

The US dollar clawed back ground in early Wednesday trading, though sentiment remains fragile as markets weigh the risk of a government shutdown on October 1. Gold, meanwhile, is mirroring the retracement seen during Asia hours on Tuesday, with investors pausing ahead of a heavy slate of Federal Reserve commentary and Friday’s release of the

Gold surged to fresh record highs as resilient US economic data and the Federal Reserve’s first rate cut of the year continue to shape investor sentiment. Traders now turn their focus to Fed Chair Jerome Powell’s remarks later Tuesday, seeking clarity on the central bank’s next steps amid lingering labor market fragility. The Fed’s preferred

The Federal Reserve delivered its first rate cut since December, but Chair Jerome Powell reminded investors that monetary policy remains a balancing act. Calling the quarter point move a “risk management cut,” Powell signaled officials are not embarking on an unchecked easing cycle, even as they penciled in two additional reductions this year one more than projected

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

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