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US Home Sales explode ! Monday news recap for US markets and economy

US Pending Home Sales surged 4% vs 0.4% expected, reducing rate-cut hopes. While equities stay resilient—Nasdaq pushing toward record highs—gold extended its rally to $3,831. The dollar, meanwhile, is under pressure near the 98.00 handle, weighed by tariff rumors and looming US shutdown risks.

29-09-2025 14:12 GMT by Elior Manier

Tokyo Core CPI remains unchanged, US PCE Index ticks higher, yen stabilizes

Tokyo Core CPI remained unchanged at 2.5% y/y, lower than the market estimate. In the US, the PCE Price Index ticked higher to 2.7% from 2.6%, matching the market estimate.

26-09-2025 12:40 GMT by Kenneth Fisher

Breaking News: US core PCE inflation rises by 2.9% Y/Y in August vs 2.9% expected

US core PCE rises by 2.9% YoY in August, up 0.2% MoM. The report broadly meets expectations with PCE numbers all meeting consensus, while personal income and spending came in marginally higher.

26-09-2025 12:31 GMT by Christian Norman

Canadian dollar eyes Canada's GDP, US PCE Price Index next

Canada releases July GDP, with the markets expecting a small gain of 0.1%. The US releases the PCE Price index, which is expected to tick higher in August.

26-09-2025 10:15 GMT by Kenneth Fisher

Swiss National Bank maintains interest rates, US GDP revised higher,Swiss franc slips

The SNB maintained rates at zero for a second straight meeting. The central bank said inflation was steady but was concerned about global growth and the impact of US tariffs on the Swiss economy. US third-estimate GDP climbed to 3.8%, up from 3.3% in the second estimate and higher than the consensus of 3.3%.

25-09-2025 17:50 GMT by Kenneth Fisher

RBA's Bullock says inflation under control, Aussie steady

RBA Governor Bullock testified before lawmakers, saying that inflation was a in a good position but the Trump tariffs were a serious concern. In the US, there are five FOMC members delivering public comments and investors will be looking for clues about the Fed's rate path.

22-09-2025 09:50 GMT by Kenneth Fisher

Markets Weekly Outlook - PMI and PCE in the Spotlight as US Dollar Remains Sensitive to US Labor Data

Weekly market outlook: Fed's rate cut, US Dollar sensitivity to labor data, upcoming PMI and PCE figures, and a technical analysis of Gold (XAU/USD). Key global economic events and forecasts for the week ahead are also discussed.

19-09-2025 20:15 GMT by Zain Vawda

Canada's retail sales slips, Canadian dollar edges higher

Canada's retail sales slipped 0.8% m/m in July but the preliminary estimate for August indicates a gain of 1%. US unemployment claims fell to 231 thousand after the previous release hit 264 thousand, which had raised concerns about the cooling US job market.

19-09-2025 13:20 GMT by Kenneth Fisher

BoJ holds rates, yen gives up gains

The Bank of Japan maintaine rates at 0.5% as expected. However, the split 7-2 vote was a surprise. The yen posted gains earlier but was unable to consolidate.

19-09-2025 11:13 GMT by Kenneth Fisher

Bank of England holds rates, British Pound slips

The BoE didn't surprise and held rates at 4% at today's meeting. Governor Bailey noted that inflation remains high and the Bank's forecast shows that employment growth is at zero. The Fed lowered rates for the first time in nine months, citing the cooling labor market as the main factor behind the rate cut.

18-09-2025 15:00 GMT by Kenneth Fisher

New Zealand dollar sinks on soft GDP

New Zealand's economy declined 0.9% q/q in the second quarter following a 0.9% gain in Q1. The Federal Reserve delivered a rate cut for the first time since December 2024 and signaled two more rate cuts before the end of the year.

18-09-2025 10:20 GMT by Kenneth Fisher

Bank of Canada lowers rates, Canadian dollar edges upwards

The Bank of Canada lowered rates by a quarter-point to 2.5% at today's meeting. The move was widely expected and the Canadian dollar is showing limited movement. The Federal Reserve is widely expected to reduce rates by a quarter-point at today's meeting.

17-09-2025 15:10 GMT by Kenneth Fisher

UK inflation unchanged at 3.8%, pound shrugs

UK inflation was unchanged at 3.8%, a 19-month high. Core CPI eased to 3.6% from 3.8%, well above the BoE target of 2%. The Federal Reserve is widely expected to lower rates by a quarter-point at today's meeting.

17-09-2025 09:40 GMT by Kenneth Fisher

Euro hits four-year high on strong German investor confidence, US retail sales beat estimate

The euro has posted sharp gains after German investor confidence was higher than expected. US retail sales also beat expectations but consumer sentiment remains weak. The Fed is virtually certain to reduce interest rates at Wednesday's meeting.

16-09-2025 16:45 GMT by Kenneth Fisher

UK employment steady, British pound extends gains

The UK employment report was relatively steady and the pound has extended its gains. The UK releases CPI on Wednesday, followed by the BoE decision on Thursday, with the central bank expected to hold rates at 4.0%.

16-09-2025 12:00 GMT by Kenneth Fisher

Canadian dollar calm ahead of inflation data

Canada releases inflation data for August later today, followed by the BoC decision on Wednesday. Headline CPI is expected to rise to 2% from 1.7% while the key core CPI indicators are projected to post an average of 3.05%, unchanged from July. The BoC is widely expected to lower rates to 2.5%, after holding rates at the three prior meetings.

16-09-2025 10:05 GMT by Kenneth Fisher

British pound hits two-month high, UK job data next

The UK releases the employment report on Tuesday. Claimant counts is expected to jump to 20.3 thousand and the unemployment rate is projected to remain at 4.7%. The BoE meets on Thursday and is expected to hold rates at 4.0%.

15-09-2025 14:25 GMT by Kenneth Fisher

China's economy slips, Australian dollar edges higher

China's economy continues to cool. Industrial production and retail sales both eased in September and missed expectations. The Fed meets on Wednesday and is virtually certain to lower rates.

15-09-2025 10:45 GMT by Kenneth Fisher

Markets Weekly Outlook - S&P 500, Nasdaq & Dow Jones on a Tear as Fed Rate Cut Looms

This weekly outlook analyzes soaring equities driven by anticipated Fed rate cuts. It examines US inflation and labor market data, plummeting consumer confidence, and upcoming central bank decisions from the Fed, BoE, and BoC, alongside a DXY chart analysis.

12-09-2025 19:56 GMT by Zain Vawda

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US inflation higher than expected, Pound eyes UK GDP

US CPI was higher than expected at 0.4%, while core CPI remained unchanged at 0.3%, in line with the consensus. The UK releases GDP on Friday, with the markets braced for a deceleration to 0%.

11-09-2025 12:50 GMT by Kenneth Fisher

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