Financial giant Piper Sandler is constructive on equities amid concerns about an artificial intelligence bubble and a soft labor market, according to one of the firm’s top executives. Michael Kantrowitz, the investment bank’s chief investment strategist, tells CNBC in a new interview that the equities market is witnessing its first broadening in about four years….
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…
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…