Yields Edge Higher, UK Data Points to Stagnation (15-19 September) Oil gained on renewed supply concerns from Russia, the euro strengthened on ECB signals, and UK data proved lingering growth challenges.
Dollar Weakness Supports Gold and Euro (8-12 September)Global markets ended the week under pressure from weak U.S. labor data, which fueled expectations of multiple Fed rate cuts and drove broad dollar weakness.
Safe-Haven Demand Lifts Metals as Dollar Advances (01 - 05 September)The dollar strengthened after July’s core PCE rose 0.3%, lifting the annual rate to 2.9%, its fastest since February, reinforcing bets on a September 25 bps Fed cut. Consumer spending saw its strongest rise in four months, underscoring economic resilience despite soft labor data.
Fed Easing Bets Lift Gold and Oil (25-29 August)Global markets ended the week balancing Powell’s dovish signals with persistent inflation concerns and rising geopolitical risks.
Dollar Index Slips to 97.85 as Retail Sales Beat (18-22 August)Stronger US retail sales lifted sentiment but rising import prices renewed inflation worries. The dollar index slipped to 97.85, down 0.3% on the week. July retail sales came in stronger, but rising import prices raised inflation concerns.
Fed Cut Odds Hit 91%, DXY Falls to 98.2 (11-15 August)The dollar index slipped to 98.2, set for a 0.8% weekly loss, as weak US data and fresh gold tariffs supported Fed rate cut bets to a 91% probability for September.
US Jobs Data Sparks Fed Cut Bets, Dollar Retreats (4-8 August)The BoJ kept its rate steady at 0.50% for a fourth consecutive meeting, with policymakers unanimous in their decision.
Eurozone CPI Stable but Growth Concerns Persist (21-25 July)The US dollar index rose to nearly 99 this week, increasing by about 0.8% as strong economic data and waning Fed rate cut bets improved sentiment.
