Market Update

Trade tensions between the US and China have long cast a shadow over global markets, but recent glimmers of hope are propping up the US Dollar—for now. As officials from both nations prepare to resume talks in Malaysia this week, following last week’s tariff escalations, the EUR/USD pair hovers steadily …

China’s recent escalation in rare earth export controls has sent shockwaves through global markets, tightening its grip on materials vital for everything from semiconductors to defense systems. Announced on October 9, 2025, these measures expand restrictions to include five new elements—holmium, erbium, thulium, europium, and ytterbium—alongside seven previously controlled ones, …

US President Donald Trump, now well into his second term after returning to the White House in January 2025, is moving aggressively to extend his influence over the U.S. Federal Reserve — an effort that could redefine the central bank’s independence and reshape global financial markets.In recent months, Trump has …

Gold rebounded on Monday, reclaiming part of last week’s pullback as traders digested more conciliatory signals from U.S. officials on the trade dispute with China while broader macro uncertainty kept haven demand intact. Prices: Spot gold: $4,280.95/oz (+0.7%) Gold futures (Dec): $4,297.24/oz (+2.0%) Recent high: Spot touched a record $4,379.44/oz …

U.S. stock index futures rose Monday as signs of renewed U.S.–China dialogue buoyed risk sentiment at the start of a week packed with marquee earnings and key inflation readings. Futures at 06:05 ET: Dow +95 pts (+0.2%), S&P 500 +20 pts (+0.3%), Nasdaq 100 +90 pts (+0.4%). Trade Detente Supports …

Bitcoin advanced on Monday, building on a weekend bounce as cooler rhetoric around the U.S.–China trade dispute and expectations of imminent Federal Reserve rate cuts encouraged broader risk-taking across crypto markets. The largest cryptocurrency rose 3.5% to $110,608, recovering from last week’s trough near $103,000 that followed an escalation in …

Crude prices fell for a third session on Monday, adding to last week’s losses as fragile demand signals from China and the prospect of higher OPEC+ supply outweighed a softer geopolitical risk premium. Brent (Dec): $61.07/bbl (−0.4%) WTI (Dec): $56.94/bbl (−0.4%) Both benchmarks shed over 2% last week and are …

European equities started the week on the front foot, tracking gains in Asia and stabilizing after Friday’s banking-led slide in global risk assets. Germany’s DAX +1.0% France’s CAC 40 +0.5% U.K.’s FTSE 100 +0.4% The bounce follows a late-week rebound in U.S. regional banks that helped investors look past lingering …

China’s economy expanded slightly faster than expected in the third quarter, even as momentum cooled to the weakest pace in a year amid persistent disinflation, softer domestic demand, and renewed U.S. trade tensions. Headline growth. Official data showed gross domestic product (GDP) rose 4.8% year-on-year in the three months to …

Markets kicked off last week on a cautious note after President Donald Trump announced late Friday a 100% tariff on Chinese imports. By week’s end, Trump had softened his stance, calling the current tariffs on China “unsustainable” and confirming plans to meet with Chinese President Xi Jinping later this month …