
BOJ Pause Sparks JPY Slide—USDJPY Clears Key Barrier
USDJPY jumps as the BoJ holds rates and offers no hawkish signals, while Fed strength fuels continued yen weakness.

Amazon Surges 10% After Earnings: AWS Rebound & AI Bets Drive Big Growth
Amazon’s Q3 earnings beat expectations, with AWS growth rebounding to around 20%, retail and advertising remaining solid, and AI infrastructure investments exceeding $100 billion, boosting market confidence. Shares jumped over 10% post-market, driven by strong results and capital spending, while long-term returns will hinge on in-house chip development and order fulfillment.

October 2025 ECB Review: Standing Pat In A Good Place
The ECB, again, stood pat at the October meeting, once again strongly implying that the easing cycle is now over.

S&P 500 rally pauses below 7000 after Fed cut and mixed tech earnings
The S&P 500 slipped after hitting 6925 as Powell’s cautious tone and mixed Magnificent 7 results tempered optimism ahead of key Amazon and Apple earnings.

Hong Kong Stocks Rebound: Fed Rate Cut + US-China Talks Support Hang Seng Recovery
Hong Kong equities maintain a short-term rebound, led by tech, resources, and financials, as rate cuts and easing US-China trade tensions boost risk appetite and structural opportunities.

October 2025 FOMC Review: QT Reaches An End As Rate Cuts Continue
To nobody’s surprise, the FOMC delivered a 25bp cut at the October meeting, while doing nothing to dispel expectations for another such move in December. The Committee did, however, announce that balance sheet run-off will conclude in a month’s time, somewhat contrary to most expectations.

Apple hits $4 trillion as Mag 7 rally lifts Nasdaq to record highs
Apple’s brief push above the $4 trillion valuation milestone – only the third company ever to achieve it – has put the Magnificent 7 earnings firmly in the spotlight. Traders are now asking: can Big Tech keep powering higher, or will stretched sentiment flip into a volatility shock?

Trading Nvidia: Can the AI Giant Become the First $5 Trillion Company?
Nvidia surges past $200 as Jensen Huang projects $500 billion in sales. With Blackwell GPUs in full production, could it become the first $5 trillion company?

The Fed’s balancing act: inequality, markets, and the K-shaped US economy
The US economy is looking increasingly 'K-shaped', however that may well be no bad thing for risk assets, given the stronger incentive for policymakers to keep things as buoyant as possible.

Gold prices drop under $4,000 amid renewed optimism on US-China trade talks
Gold prices fell 4.5% to $3,921 as traders rotated out of safe-haven assets following upbeat US-China trade sentiment. With Fed, ECB and BoJ decisions due, volatility in gold markets could persist.

Apple Q4 2025 Earnings Preview: iPhone 17 Boom Drives Strong Market Expectations
Apple is set to report its Q4 2025 earnings, with iPhone 17 sales surging and China contributing strongly. The company’s growing services segment continues to expand. Traders are watching closely for updates on earnings guidance, gross margins, tariff risks, and AI strategy rollout — where optimism meets caution.

FTSE 100 – Banking on the Banks
UK banking stocks have performed well of late, with a string of strong earnings allowing market participants to shrug-off a host of worries about the sector.

November 2025 BoE Preview: Standing Pat Once Again
The Bank of England’s Monetary Policy Committee are set to hold Bank Rate steady at the conclusion of the November meeting, as pre-Budget uncertainty limits the scope for near-term policy action, even with the path for rates continuing to lead lower.

Cautious Tone as Prices Turn Choppy, All Eyes on U.S.-China Talks
Gold stabilizes around the $4,000 mark as markets eye the Fed’s rate decision and U.S.-China talks, with rate cut expectations supporting gold’s medium- to long-term outlook.

FTSE 100 at record high with traders watching Fed decision and corporate earnings this week
The FTSE 100 surged to a record 9662 as energy and bank stocks rallied. This week, focus shifts to the Fed decision, Trump-Xi talks, and major UK earnings.

A Traders’ Week Ahead: U.S.–China Trade Talks, Mega-Cap Earnings, and Global Central Bank Decisions
U.S.–China trade deal optimism, Fed and global central bank meetings, and mega-cap tech earnings dominate markets in a pivotal week for traders.

September 2025 US CPI: Rate Cuts Remain On The Cards
Price pressures intensified less than expected stateside in September, with the latest CPI figures doing little to deter the FOMC from delivering another 25bp cut next week.

Oil spikes 7% as traders react to new US and EU sanctions on Russia
WTI jumps 7% and Brent 6% after new US and EU sanctions on Russian oil giants spark volatility. UK 100 hits record highs amid energy sector rally.