ECB nears cycle end; growth steady, inflation stabilises. Consumption, easing finance, and Euro strength support outlook.
ECB holds rates steady at neutral level, signals possible cuts if inflation stays below target projections.
China grants rare earth export licences to firms like JL Mag, enabling shipments to U.S. and Europe.
UK GDP miss lowers GBP; markets eye US PPI, Jobless Claims, ECB speeches, and Treasury auction impact.
Temporary easing of US-China export controls offers brief relief; AI chips restricted, tariffs and tensions remain.
EUR/USD, AUD/USD face expiry levels; price movements may stall as key resistance points challenge buyer momentum.
Geopolitical tensions, inflation concerns, and shifting currencies drive market reactions; safe-haven assets like gold surge.
TD Securities goes long on gold, targeting $3,650/oz amid Middle East tensions and geopolitical uncertainty.
RBA’s David Jacobs to discuss Australia’s bond market today at global forum amid market volatility.
Australian inflation expectations rise to 5%, AUD underperforms, RBA plans multiple rate cuts into 2026.
Insights 
VT 
