Pippo

Australia’s annual inflation rate accelerated to 3.8% in October 2025, exceeding market expectations and complicating the Reserve Bank of Australia’s path toward further monetary easing.

Weak retail sales, soft PPI, and collapsing consumer confidence sparked equity gains while hammering the dollar as traders priced 80% odds of a December Fed rate cut.

Markets seem to have priced in additional RBNZ easing in their upcoming statement, so the focus could turn to future policy expectations.

Markets don’t exactly seem to be expecting interest rate cuts from the RBA at this point, but could the upcoming CPI report still change all that?

Markets opened the holiday-shortened week cautiously optimistic as Fed officials signaled rate cut openness. Technology stocks led equity gains despite thin pre-Thanksgiving trading volumes.

We’re breaking down how our GBP setups performed after U.K. CPI printed soft, while sentiment whipsawed on Fed policy signals and anticipation of the U.K. Budget.

Between the high-stakes U.K. Autumn Budget, delayed U.S. economic data FINALLY hitting the wires, and central bank decisions across the Asia-Pacific region, currency traders face a dense calendar of potential market movers.

Fed commentary ignited a dollar surge that commanded the week. Swiss GDP shocks, sterling’s inflation retreat, and yen intervention warnings delivered five sessions of relentless currency turbulence.

A flawless quarter couldn’t stop NVIDIA’s slide as AI bubble fears, fading Fed cuts, and global tech contagion overpowered the results.

Risk sentiment reversed sharply despite Nvidia’s strong earnings, with hawkish Fed commentary sparking AI valuation fears & December rate cut doubts, sending equities & crypto steep losses.