Gold Hits Record High as Fed Cuts Fuel ETF Inflows Gold surged to a record high, reaching around $3,720 an ounce, supported by strong ETF inflows.Bullion-backed ETFs jumped 0.9% on Friday, the largest increase since 2022.The Fed’s recent rate cut and signals of further easing through year-end fueled investor optimism.Silver also broke resistance at $43, […]

Asia Markets Eye Gains as BOJ Signals Policy Shift Asian shares are set for weekly gains, though Japan’s Nikkei pulled back after the Bank of Japan (BOJ) signaled a shift away from its massive stimulus.The BOJ kept rates at 0.5%, but two members pushed for a hike, while also deciding to start selling ETFs and […]

Fed Cuts Rates for First Time in 2025: Markets React with Mixed Signals Fed moves: The Federal Reserve cut rates by 25bp, bringing the benchmark rate to 4.00–4.25%, its first cut of the year.Dot plot signals: Policymakers expect two more cuts in 2025, potentially lowering rates toward 3.50–3.75% by year-end.Market reaction:Dow Jones (+0.5%) closed higher.S&P […]

A rate cut by the Federal Reserve is anticipated, as the US economy is displaying a mixture of signals. China has reportedly suspended its purchases of AI chips from Nvidia, which is expected to impact the semiconductor industry. Meanwhile, the Nikkei has experienced a decline from its record highs. Global financial markets are monitoring the […]

Fed Rate Cut Expectations • 25bp Cut Fully Priced In: Markets widely expect the Federal Reserve to deliver a 25 basis point cut on Wednesday, leaving little room for surprise unless Powell signals a more aggressive stance.• The “Hawkish 50bp” Scenario: A 50bp cut would dominate sentiment and allow Powell to strike a hawkish tone, […]

Precious Metals Rally: Gold Hits $3,650, Silver Tops $42 Gold is on track for a fourth consecutive weekly gain, trading near $3,650 an ounce, boosted by expectations of Fed rate cuts.Silver surged above $42 an ounce, reaching its highest level since 2011, while palladium and platinum also gained.Weak US labor data and steady August CPI […]

CPI Data Looms as Key Test for Bond Market’s Fed Easing Outlook Bond traders are closely watching the upcoming US CPI report, which could challenge expectations of aggressive Fed rate cuts.Markets are pricing in at least five 25 bps cuts by this time next year, with three expected by year-end.Two-year Treasury yields dropped to 3.51% […]

Markets Cheer Rate-Cut Hopes, but Inflation Data Looms Large Global equities are soaring to record highs while bond prices tumble, reflecting investor confidence that the Federal Reserve will deliver a rate cut at its September 16–17 meeting. Wall Street closed at fresh peaks and Japan’s Nikkei is edging back toward record levels. Although Stephen Miran […]

Commodities Weekly: Record-Breaking Gold and Shifting Market Dynamics Metals:• Gold surged above $3,654/oz, marking a new record high.• Gains are fueled by growing bets on multiple Federal Reserve rate cuts this year.• Gold is up nearly 40% year-to-date, supported by trade tensions, geopolitical conflicts, and central bank buying.• Aluminium inventories show strong shifts, with cancelled […]

Politics and Taxes Take Edge Off Dollar Bear Trend • Dollar Rebounds: After soft US jobs data triggered a 0.5% dollar sell-off, political turmoil in France and Japan limited further downside, keeping the greenback supported.• Japan’s Political Shake-Up: Prime Minister Shigeru Ishiba’s resignation raises fiscal risks ahead of the Oct. 4 LDP leadership election. USD/JPY […]