Jobs and shutdown fears weigh on the US dollar
Last week ended on a positive note despite fresh tariff threats on pharma, trucks and kitchen cabinets. PCE data coming in line with expectations helped …
September 29, 2025
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Inflation will tell if strong US growth was bad news
Uh oh — that US growth report yesterday was just a bit too strong for investors’ liking. On the surface, strong GDP should be good …
September 26, 2025
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Calm into US growth, inflation data
Risk sentiment was limited across European and US indices yesterday, as investors likely decided to take profits on the latest rally and step aside before …
September 25, 2025
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Caution from Powell
Federal Reserve (Fed) doves and risk-taking investors didn’t necessarily welcome Jerome Powell’s cautious tone in his speech yesterday, as the Fed Chair avoided committing to …
September 24, 2025
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Holy Nvidia!
Every time you think the AI rally has topped out, it finds another gear. Yesterday was one of those days... Nvidia surged nearly 4% to …
September 23, 2025
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BoJ crashes the party.
The markets’ final verdict for US indices was clear: the S&P 500, Nasdaq and Dow Jones all hit all-time highs a day after the Federal …
September 19, 2025
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