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1

Dec 2025
Week Ahead: More US Data to Test Dovish Fed

The rapid repricing of Fed expectations followed a rare dovish turn from normally centrist policymakers, including New York Fed President John Williams and Governor Christopher Waller. These recent remarks signalled that rates may need to be cut “in the near …

24

Nov 2025
Week Ahead: US PPI and Prelim GDP in Focus

After months of “higher for longer” rhetoric, the latest labour data revealed a cooling but resilient jobs market. The delayed September NFP showed 119,000 jobs added, double expectations, but the jobless rate rose to 4.4%, the highest in four years. …

17

Nov 2025
Week Ahead: Fed Tone Tightens, While Gold and Crude Oil Lead Volatility Watch

A late-2025 government shutdown has triggered a data vacuum, with many key indicators either delayed or unlikely to be published before the December 10–11 Fed meeting. Only the September CPI report has been released. The October non-farm payroll (NFP) report …

10

Nov 2025
Week Ahead: Will the Momentum of S&P 500 Hold?

The four-quarter winning streak of the S&P 500 has kept the bulls in control, but inflation data this week could prove a crucial test of whether that momentum still has legs. With nearly all companies in the S&P 500 having …

3

Nov 2025
Week Ahead: Trade Truce Drives November

Markets face a week of hesitation rather than conviction. The message from the Federal Reserve in late-October has changed the tone: A December rate cut is no longer a certainty. Chairman Jerome Powell stressed that policy will depend on incoming …

28

Oct 2025
Week Ahead: Rates, Risk, and Rotation

Markets start the week on cautious footing ahead of a heavy central-bank lineup that includes the Federal Reserve, Bank of Japan, and European Central Bank. The dollar index (USDX) remains near 98.80 after retreating from 99.28, while gold hovers around …

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