{"id":29484,"date":"2025-10-28T11:15:16","date_gmt":"2025-10-28T11:15:16","guid":{"rendered":"https:\/\/www.vtmarkets.com\/in\/?p=29484"},"modified":"2025-10-28T11:15:19","modified_gmt":"2025-10-28T11:15:19","slug":"week-ahead-rates-risks-market-rotation","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/en-mena\/week_ahead\/week-ahead-rates-risks-market-rotation\/","title":{"rendered":"Week Ahead: Rates, Risks & Market Rotation"},"content":{"rendered":"\n

Overview<\/h3>\n\n\n\n
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This week\u2019s spotlight is on major central banks. The Federal Reserve, Bank of Japan, and European Central Bank, with traders bracing for policy signals that could define the market\u2019s next big move.<\/p>\n\n\n\n

The US dollar index (USDX) has cooled near 98.80 after retreating from 99.28, while gold steadies around USD 4,190 after a brief pullback.
All eyes are now on how upcoming rate decisions and inflation data will shape global sentiment.<\/p>\n\n\n\n

If the Fed confirms a 25\u201350 bps rate cut and the BOJ hints at a December lift-off, markets could see sharp cross-asset rotation. Meanwhile, mega-cap earnings from Apple, Microsoft, Alphabet, Meta, and Amazon could drive short-term swings in US equities.<\/p>\n\n\n\n

Central Banks in Focus<\/h3>\n\n\n\n

Federal Reserve: Approaching the Pivot Point<\/h3>\n\n\n\n

Traders largely expect a 25 bps Fed rate cut this week, with some still pricing the chance of a deeper 50 bps move. Key data, Advance GDP (forecast 3.0% q\/q vs. 3.8% prior) and Core PCE (expected 0.2% m\/m), will be critical in confirming whether the Fed\u2019s easing stance remains justified.<\/p>\n\n\n\n

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A fresh reading on Friday saw inflation cool slightly in September, which is likely to keep the Federal Reserve on course for another quarter-percentage-point interest rate cut next week amid continued concerns about the job market. https:\/\/t.co\/XN9BeJRaGI<\/a><\/p>— Yahoo Finance (@YahooFinance) October 26, 2025<\/a><\/blockquote>