Crypto regulation debates over the CLARITY Act and US CPI data drive volatility in gold, Bitcoin and the US dollar. | VT Markets
Fed rate cut expectations drive USD pricing, but Iran risk is now setting the tone for USOil and safe-haven demand in XAUUSD. | VT Markets
The week ahead looks quiet on the calendar but loud on the charts. As liquidity thins into year-end, even modest data surprises could push USD, gold and crypto out of their current ranges. The Bank of Japan raised its policy …
The AI theme continues to dominate equity positioning, but the tone has changed. Markets have moved away from optimism around intelligence gains and toward a harder focus on economics. The current phase of the AI cycle centres on infrastructure, power …
The calm on the charts masks a brewing risk. If policymakers from the Bank of Japan (BoJ) signal even a small shift in tone, the yen carry trade that has fuelled global markets could unwind with force. The blackout period …
The rapid repricing of Fed expectations followed a rare dovish turn from normally centrist policymakers, including New York Fed President John Williams and Governor Christopher Waller. These recent remarks signalled that rates may need to be cut “in the near …
After months of “higher for longer” rhetoric, the latest labour data revealed a cooling but resilient jobs market. The delayed September NFP showed 119,000 jobs added, double expectations, but the jobless rate rose to 4.4%, the highest in four years. …
A late-2025 government shutdown has triggered a data vacuum, with many key indicators either delayed or unlikely to be published before the December 10–11 Fed meeting. Only the September CPI report has been released. The October non-farm payroll (NFP) report …
The four-quarter winning streak of the S&P 500 has kept the bulls in control, but inflation data this week could prove a crucial test of whether that momentum still has legs. With nearly all companies in the S&P 500 having …
Markets face a week of hesitation rather than conviction. The message from the Federal Reserve in late-October has changed the tone: A December rate cut is no longer a certainty. Chairman Jerome Powell stressed that policy will depend on incoming …
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