Markets Under Central Bank Command: The Final Week of October 2025
As we enter the final week of October, all eyes turn to the central banks. The Federal Reserve meeting will take center stage, setting the tone for financial markets across the board. However, we should not forget about the ECB,...
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Weekly Economic Outlook – US inflation and Chinese data in focus.
This week’s global economic spotlight falls on the U.S. inflation report and China’s key activity data; both set to shape market sentiment and central bank expectations. Investors will watch for signs of easing price pressures in the U.S. and fresh...
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U.S. Shutdown & Global Market Outlook – Week 42, 2025
Markets begin the week cautiously optimistic as the U.S. government shutdown curtails economic data releases, leaving traders reliant on qualitative cues like the Fed’s Beige Book and housing sentiment reports. Real yields remain elevated, the U.S. dollar firm, and liquidity...
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Global Economic Outlook, October 2025
Global growth is heading into October on a shaky footing. Services are holding up reasonably well, but manufacturing remains uneven, and the pace of disinflation is losing steam. Central banks are treading carefully, the Fed is still leaning toward easing,...
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US labor data and EU inflation. Market needs more clarity.
Markets remain in search of clarity as U.S. labor data and Eurozone inflation loom large next week. The U.S. economy continues to show resilience, with the Atlanta Fed GDPNow estimate rising to 3.9% (from 3.3%) on strong consumer spending (+0.6%...
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