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Week Ahead

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 …

21

Oct 2025
Week Ahead: Will Bulls Hold the Line?

Markets enter the week on edge as the US dollar index (USDX) consolidates around 98 after a mild rebound from lows last week. The markets are weighing the possibility that resilient US data could delay policy easing into 2026. Meanwhile, …

15

Oct 2025
Week Ahead: US Stock Market Bubble Talk Returns

The valuation debate has returned with force. The S&P 500 and Nasdaq have climbed sharply this year, with tech and AI names driving much of the gains. Some analysts warn these levels echo past bubbles as one red flag lies …

6

Oct 2025
Week Ahead: All Eyes on Altcoins

The question isn’t whether altcoin season will happen. It’s when. Every major crypto cycle begins the same way: Bitcoin (BTC) leads, stabilises, and hands the rally baton to smaller coins. The last two rotations, in 2017 and 2021, each saw …

3

Oct 2025
Week Ahead: Tariff Rollback and Wall Street

The stage is set for a high-stakes showdown in Washington as the Supreme Court prepares to hear arguments in November on whether President Trump overstepped his authority by imposing emergency tariffs through the International Emergency Economic Powers Act. The legal fight over …

29

Sep 2025
Week ahead: GDP rebounds meets policy crossroads

In the US, Q2 GDP growth was revised up to 3.8%, the highest in two years, while jobless claims fell to a two-month low. Federal Reserve officials expressed diverging views on the policy outlook, with some urging caution on rate …

22

Sep 2025
Week ahead: Market reacts to policy moves and geopolitical tensions

Global economic dynamics are shifting as the UK and Japan increase their holdings of US Treasury bonds while China continues to reduce its exposure, reflecting diverging financial strategies amid global uncertainty. The Bank of England held interest rates steady at …

15

Sep 2025
Week ahead: Stocks climb as Fed cut odds rise

US inflation and jobs data lifted expectations of Fed rate cuts, driving US stocks to record highs. In Europe, the ECB held rates steady, with its upbeat outlook on growth and inflation tempering bets on further cuts. Meanwhile, Trump dropped …

8

Sep 2025
Week ahead: Markets hang on US job data

Markets diverge: weak US labour data lifts rate cut bets, a probe into Fed Governor Cook adds uncertainty, and Trump hits Japan with new tariffs. The UK and Europe track political risks as Russia eyes a fuel export ban. Gold …

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