Next Week’s Menu: December 06-12, 2025 December 4, 2025 Central Banks: The keenly awaited final FOMC meeting of 2025 will happen on Tuesday-Wednesday. An expected interest rate cut will be accompanied by updated forecasts and followed by Chairman Powell’s press conference. On the week’s busy calendar for central bank watchers, others that are scheduled to…
Lull in Data Flow Slows Pulse of Market Activity December 4, 2025 Thursday has been a comparatively inconsequential trading session. The dollar is narrowly mixed, dropping 0.3% against sterling but ticking 0.1% higher relative to the euro and yen. U.S. equities are holding but not extending yesterday’s rise. Japan’s Nikkei-225 played catchup, jumping 2.3%, and…
Dollar and Tech Stocks Stagger December 3, 2025 Around mid-day in NY, the dollar is showing losses from Tuesday closing levels of 0.9% against sterling, 0.6% relative to the kiwi, 0.4% vis-a-vis the yen and Aussie dollar, 0.3% versus the euro and Swiss franc, and 0.2% against Canada’s currency. The DXY weighted dollar measure is…
OECD Economic Outlook and November CPI Figures from November Top Today’s Data Calendar December 2, 2025 In overnight financial markets this Tuesday, the dollar climbed 0.3% against the Japanese yen but fell 0.3% versus the Australian dollar and by 0.2% vis-a-vis the Korean won. The greenback also edged 0.1% lower relative to the euro, loonie,…
Hawkish Sign from Bank of Japan and a Sluggish Sign in U.S. Manufacturing December 1, 2025 (163) The final month of 2025 kicked off with two concerning pieces of news to risk-taking investors. The first impulse came from a speech by Bank of Japan Governor Ueda that more convincingly than previous signals suggests that officials…
Unremarkable G20 Annual Summit and A Disappointing German Business Climate Survey November 24, 2025 (164) The 2025 summit of Group of Twenty government leaders, held over the weekend in Johannesburg, South Africa, will likely be remembered for the United States and Argentina boycotting the conference, which proved especially awkward because the U.S. is the designated…
Next Week’s Menu: November 22 – 28, 2025 November 21, 2025 Central Banks: Monetary stances will be reviews next week in New Zealand, Sri Lanka, South Korea and Kyrgyzstan. Minutes from the last reviews will be published by central banks in Australia and Euroland. The European Central Bank also releases its Financial Stability Review.The Federal…
A Downward Momentum of Their Own in Global Equities November 21, 2025 Share prices in Asian Pacific markets ended this difficult week with Friday losses of 3.8% in South Korea, 3.6% in Taiwan, 2.5% in China, 2.4% in Hong Kong and Japan, 1.6% in Australia and 1.0% in Singapore. European markets are under water, led…
A Sixth South African Central Bank Interest Rate Cut November 20, 2025 Based on their improved inflation outlook, policymakers at the South African Reserve Bank unanimously decided to cut their repo rate by a further 25 basis points to 6.75% and bringing the cumulative drop since September 2024 to 150 basis points. “Because of downside…
Reacting to Nvidia’s Sales Leap while Awaiting U.S. Employment Situation Report and Japanese Fiscal Stimulus November 20, 2025 News of a 62% year-on-year leap in Nvidia sales ignited a solid rebound in U.S. equities. At 08:00 in pre-open futures trading, the Nasdaq and S&P 500 were showing rebounds of 1.7% and 1.2%. Investors are also…