Market Snapshot November 4th 2025
Heads Up! Shutdown Records Data (31.10 – 01.11) – Asian equities advanced, with the MSCI Asia-Pacific Index +0.63 %, driven by optimism over the U.S.–China trade truce and resilient AI-sector momentum. Japan’s Nikkei gained +0.8 %, while South Korea’s KOSPI rose +0.5 %. – U.S. Dollar Index (DXY) climbed to a three-month high near […]
Market Snapshot November 2nd 2025
When will the US Government Open back? Data (31.10 – 01.11) – U.S.–China trade deal finalized: Presidents Donald Trump and Xi Jinping concluded a long-awaited framework agreement, cutting U.S. tariffs on Chinese goods from 57 % to 47 % and halting new export-control measures. China pledged to resume soybean and LNG purchases, maintain rare-earth […]
Market Snapshot October 31st 2025
US – China eased down the pressure Data – Global bond markets rallied strongly in October, with 10-year yields in the U.S., Germany, and Japan falling roughly 30 bps over the month — the sharpest monthly decline since mid-2023 — as investors priced in synchronized monetary easing and lower inflation risk. – The Federal […]
Market Snapshot October 30th 2025
25bps cut – Already Repricing ! Data – Federal Reserve delivers a 25 bps rate cut, lowering the Fed Funds target range to 4.75 – 5.00 %, but signalled that further easing in December is not guaranteed amid limited data visibility due to the ongoing government shutdown. – The Fed also confirmed it will […]
Market Snapshot October 29th 2025
Data – Global equities reached record highs, with the S&P 500 (+0.87%), Dow Jones (+0.62%), and Nasdaq (+1.21%) all closing at new peaks, fueled by strong corporate earnings and optimism ahead of the Federal Reserve’s rate decision. – Apple Inc. briefly touched a US$ 4 trillion market capitalization — becoming only the third global company […]
Market Snapshot October 28th 2025
Data – Global equities extended gains, supported by optimism surrounding a potential U.S.–China trade-deal framework. The S&P 500 climbed +1.23%, Dow Jones +0.71%, and Nasdaq +1.86%, closing near fresh record highs. – Oil prices rose on trade optimism and supply concerns linked to Russian sanctions. Brent crude advanced to US$ 66.41 / bbl, and WTI […]
Market in Review 5/31/2024
MARKET REPORT Review: – Headline PCE matches forecast but Core slows – Headline +0.3% vs Exp +0.3% Prev +0.3% – Core +0.2% vs Exp +0.3% Prev +0.3% – US Personal Spending +0.2% vs Exp +0.3% – US Personal Income +0.3% vs Exp +0.3% Prev +0.5% – Chicago PMI hits 4yr low – Musk states ‘great […]
Market in Review 5/30/2024
MARKET REPORT Review: – Trump convicted on all 34 counts. Awaits sentencing. – US Q1 GDP and Core PCE revised lower – US Weekly jobless Claims rise slightly more than expected – US Fed’s Williams sticks to script – Rate cut expectations increased slightly. – US to restrain AI chips sales to the Middle East, […]
Market in Review 5/29/2024
MARKET REPORT Review: – Treasury Yields spike leading to Equity sell off post government 7yr Auction flop – 10-yr yield tops key 4.5% level hitting 4.63% – concern Fed will hold IR higher longer Rate cut hopes decline – Surprising boost in US consumer confidence – Mixed bag of regional Fed survey data: – Richmond […]
Market in Review 5/24/2024
MARKET REPORT – Lyon Stock Exchange. The oldest French exchange is in Lyon, not Paris. Est 1540 – US UoM revised up from prelim – US Durable Goods Rise +0.7% vs Exp -0.8% – US Fed’s Waller has not changed his view that the neutral rate is relatively low – The odds for an ease […]
