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Swiss CPI declines, will SNB revert to negative rates?

Swiss inflation declined in August, raising speculation that the SNB could revert back to a negative rate policy. The SNB meets later this month and is expected to maintain rates at zero.

04-09-2025 13:45 GMT by Kenneth Fisher

ADP private employment misses on expectations and Jobless Claims rise again – a preview for tomorrow's release?

ADP Employment misses, Jobless claims rise and Unit Labor costs increase less than expected. Amid these downbeat data releases, Markets seem to still only be looking forward to tomorrow's NFP release.

04-09-2025 12:53 GMT by Elior Manier

Australian GDP beats estimate, Aussie edges higher

Australia's GDP expanded more than expected in Q2, at 1.6% y/y. This was the fastest pace of growth in almost two years and was driven by an increase in household consumption and government spending. The RBA is expected to hold rates at the September meeting and cut in November.

03-09-2025 10:30 GMT by Kenneth Fisher

Euro CPI ticks higher, US ISM Mfg. PMI misses estimate, euro lower

Eurozone CPI ticked higher to 2.1%, up from 2.0%. Core CPI was unchanged for a fourth consecutive month at 2.3%. In the US, ISM Manufacturing PMI improved to 48.7 from 48.0, short of expectations and marking a six consecutive contraction.

02-09-2025 14:45 GMT by Kenneth Fisher

Japanese yen slides after hawkish BoJ comments

The yen dropped sharply lower after BoJ Deputy Governor Ryozo Himino signaled that the BoJ intends to raise interest rates. The US releases ISM Manufacturing PMI, with a sixth straight contraction expected.

02-09-2025 11:05 GMT by Kenneth Fisher

Australian dollar extends gains, hits three-week high

The Australian dollar has extended its gains on Monday against the greenback. China's manufacuturing PMI contracted for a fifth straight month and that could hurt the Australian dollar. In th US, core PCE crept higher to 2.9% from 2.8%.

01-09-2025 15:15 GMT by Kenneth Fisher

Tokyo Core CPI eases to 2.5%, yen steady

Tokyo Core CPI eased to 2.5% in July, down sharpy from 2.9% in June. The BoJ remains on track for a rate hike in the the fourth quarter, likely in October or December. Japan's retail sales and industrial production both declined and missed expectations, pointing to a weak economy.

01-09-2025 14:10 GMT by Kenneth Fisher

Canada's GDP weaker than expected, Canadian dollar shrugs

Canada's GDP for Q2 slipped by 1.6%, as US tariffs took a bite out of economic activity. In the US, the core PCE index ticked up to 2.9% from 2.8%, its highest level in five months.

01-09-2025 10:20 GMT by Kenneth Fisher

US Core PCE came as expected, while Canadian GDP lags again – Market reactions

Core PCE data came in line. For Canada, their GDP data just missed on its low expectations. Explore reactions on charts for USDCAD and the Dollar Index.

29-08-2025 12:51 GMT by Elior Manier

German inflation, US core PCE higher than expected, euro edges lower

Germany's CPI rose to 2.1%, up from 1.8% in June and above the market estimate of 2.0%. In the US, core PCE rose to 2.9%, up from 2.8% and matching the market estimate. Fed Governor Waller said he supports a quarter-point cut next month and even larger cuts if the US labor market continues to soften.

29-08-2025 12:09 GMT by Kenneth Fisher

Canada's GDP expected at 0.1%, Canadian dollar hits three-week high

Canada releases GDP later today, with a weak gain of 0.1% expected. In the US, Core PCE is expected to remain unchanged at 0.3%.

29-08-2025 11:40 GMT by Kenneth Fisher

Euro gains ground, US GDP revised higher, German CPI next

US GDP was revised higher in the second estimate to 3.3%, up from 3.0% in the initial estimate. This is a sharp turnaround from the 0.5% contraction in Q1. Germany releases CPI on Friday, with a market estimate of 0% m/m for August.

28-08-2025 14:20 GMT by Kenneth Fisher

US GDP Data Beats Estimates with 3.3% Print, Gold Eyes Acceptance Above $3400/oz

US GDP Q2 2025 up 3.3%. Gold above $3400/oz, eying $3500/oz ATH. USD unfazed. Economy grew due to fewer imports & increased spending, despite less investment & exports. Prices up 1.8%, consumer prices up 2.0% (2.5% ex food/energy). Golden cross pattern developing for gold.

28-08-2025 13:00 GMT by Zain Vawda

Tokyo Core CPI expected to ease, Japanese yen edges higher

Japan releases Tokyo core CPI early on Friday. Japan's inflation rate has been falling, and the market estimate for the reading stands at 2.5% in August, compared to 2.9% in July. In the US, second-estimate GDP for Q2 is expected to be upwardly revised to 3.1% from 3.0%.

28-08-2025 11:25 GMT by Kenneth Fisher

Australian inflation surges, Aussie dips

Australia posted higher-than-expected inflation in July, as CPI and core CPI climbed sharply. This has lowered expectations for an RBA rate cut in September. In the US, President Trump said he had removed Fed Governor Lisa Cook, but it's unclear if he has the authority to do so.

27-08-2025 09:45 GMT by Kenneth Fisher

Australian CPI expected to jump, Aussie steady

Australia releases the July inflation report on Wednesday, with CPI expected to jump to 2.3% from 1.9%. A rise in inflation could complicate RBA plans to continue lowering interest rates.

26-08-2025 10:10 GMT by Kenneth Fisher

Australian dollar extends gains ahead of RBA minutes

The Australian dollar has edged higher on Monday after jumping 1% on Friday after Jerome Powell's dovish speech at Jackson Hole. The RBA releases the minutes of the August meeting, at which the central bank trimmed rates by a quarter-point.

25-08-2025 15:15 GMT by Kenneth Fisher

New Zealand dollar flies after Powell speech, NZ retail sales beat forecast

The New Zealand dollar jumped on Friday as the US dollar retreated following Jerome Powell's dovish speech at Jackson Hole. New Zealand retail sales rose 0.5% in the second quarter, beating the estimate of 0.2%.

25-08-2025 09:45 GMT by Kenneth Fisher

Markets Weekly Outlook - Fed Chair Pivot Ignites Rally Ahead of US PCE and Japanese Inflation Data

Wall Street surges as Fed Chair Powell signals potential rate cut. Focus shifts to upcoming US PCE and Japanese inflation data. This weekly outlook examines market reactions and key economic releases ahead

22-08-2025 20:35 GMT by Zain Vawda

Access Jerome Powell's full speech at the Jackson Hole Symposium right here

Jerome Powell is giving a much-anticipated speech at the key Jackson Hole Symposium, known to generate volatility for FX, Equity and all-types of Markets. Access the text and the live of his speech right here. Market reactions coming soon.

22-08-2025 14:18 GMT by Elior Manier

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