The coming week features key inflation and PMI readings, with attention centered on the euro area, the UK, and North America. Multiple central-bank speakers will offer updated guidance as markets recalibrate policy expectations. 📌 Monday, Oct 20 🇨🇳 1-Year & 5-Year Loan Prime Rates – No change expected (3.45% & 3.95%), but commentary could hint…
Weekly Wrap – Global Macro Recap (Oct 13–18, 2025) Global markets navigated a week of mixed macro data and cautious central-bank communication, as China’s inflation eased, UK growth steadied, and US regional surveys diverged. 🇦🇺 Australia (AUD)RBA Minutes reaffirmed a balanced stance: vigilance on inflation, recognition of softer momentum.Labor data surprised with +14.9K jobs; Unemployment…
Week Ahead – Global Macro Events (Oct 13–18, 2025) A dense calendar spans China inflation, US CPI/PPI-Retail Sales, UK labor/GDP, and multiple central-bank speakers. Expect policy expectations and growth signals to drive FX, rates, and commodities. 📌 Monday, Oct 13 📌 Tuesday, Oct 14 🇦🇺 RBA Minutes (Sep) — Tone watch: balance between easing inflation…
Weekly Wrap – Global Macro Recap (Oct 6–10, 2025) The week closed with central-bank rhetoric and labor data dominating the macro narrative, as policymakers signaled caution while growth signals remained uneven across major economies. 🇬🇧 United Kingdom (GBP)BoE Governor Andrew Bailey maintained a cautious tone, noting stabilizing inflation but weak growth momentum. Markets priced no…
Commodities Watch — Week of Sep 29–Oct 3 Gold: $3877.5 ↑ (+0.31%)Silver: $47.88 ↑ (+2.06%)WTI: $61.23 ↑ (+0.62%)Brent: $65.11 ↓ (−6.11%)NatGas: $3.164 ↑ (+6.82%) Weekly Focus:Precious metals held firm: Gold edged higher while Silver outperformed with a solid +2% week, supported by safe-haven demand and a softer USD tone.Energy was mixed: Brent fell sharply (−6.1%)…
Weekly Wrap – Global Macro Recap (Sep 29 – Oct 3, 2025) The past week in global markets was marked by central-bank caution and mixed macro signals across major economies. Below is a concise region-by-region recap for traders. 🇨🇳 China (CNY)Official Manufacturing PMI eased to 49.4, remaining in contraction. Ongoing softness in activity keeps pressure…
Private Payroll Losses and US Shutdown Fuel Market Volatility The US economy delivered a dual shock this week. Private payroll data surprised to the downside, showing fresh signs of weakness in the labor market, while renewed risks of a government shutdown increased political uncertainty. Markets reacted sharply: The Dollar swung as traders reassessed Fed expectations….
Week Ahead – Global Macro Events (Sep 30 – Oct 3, 2025) The upcoming week is packed with central bank updates and key economic indicators across major economies. Here is the schedule and trading context: 📌 Tuesday, Sep 30 🇨🇳 China Manufacturing PMI – Expected at 49.4, remaining in contraction territory. A weak print could…
Commodities Watch — Week of Sep 22–26 Gold: $3776.3 ↑ (+0.73%)Silver: $45.70 ↑ (+1.19%)WTI: $63.59 ↓ (−0.53%)Brent: $70.38 ↑ (+4.07%)NatGas: $2.907 ↓ (−0.55%) Weekly Focus:Precious metals pushed higher, with Gold nearing $3780 and Silver outperforming above $45, supported by safe-haven demand.Energy markets diverged: Brent surged over 4% on tighter supply signals, while WTI eased and…
🗓️ Weekly Wrap – Global Macro Recap The past week in global markets was marked by steady central bank policies and weakening growth indicators across multiple economies. Below, a region-by-region recap: 🇨🇳 China (CNY)Industrial Production slowed to +5.2% y/y, Retail Sales at +3.4% y/y (vs 3.8% expected). Weak consumption keeps pressure on the yuan and…