Fundamental Analysis & Economic Insights

eurozone-inflation-september-2025-pmi-bund-yields

Eurozone headline inflation increased in September to 2.2% YoY, while core CPI remained unchanged at 2.3%, fully in line with expectations. The manufact...

2025/10/01075

August Inflation Holds Steady, Keeping Fed Rate Cuts in Focus

In August, the key measure of underlying U.S. inflation, "core" PCE, held steady at a 2.9% annual rate, matching expectations. This persistent level of...

2025/09/26073

Bank of England Meeting & Market Reactions | Sep. 2025

At its meeting ending on 17 September 2025, the MPC voted by a majority of 7–2 to maintain Bank Rate at 4%. Two members voted to reduce Bank Rate by 0.2...

2025/09/18063

How Markets Reacted to the Fed's Most Unconventional Meeting in Years | September 2025

The Fed lowered its policy rate by 25bps, with a narrow majority of officials projecting at least three rate cuts this year. Notably, the lowest dots im...

2025/09/18060

EU & UK inflation review | August 2025 numbers

UK and EUZ Inflation Holds Steady in August. UK Inflation has stabilized just below 4% in recent months, well down from the double-digit peaks of 2022,...

2025/09/17076

Market update ahead of the Fed's September policy meeting

As the Fed's two-day policy meeting begins, recent data present a complex picture. Despite signs of sticky inflation, a softening labor market, and stro...

2025/09/16059

ECB, CBRT, US Inflation and Markets’ Reactions! | Sep. 2025

Overall, the mix suggests a cautious ECB, a dovish pivot in Turkey, sticky U.S. inflation, and a softening U.S. labor market — leaving traders balancing...

2025/09/11068

U.S. Job Growth Slows in August, Boosting Odds of a Fed Rate Cut

The U.S. added just 22,000 jobs in August vs 75,000 expected (79,000 in July, revised). Unemployment ticked up to 4.3% from 4.2%, strengthening odds of...

2025/09/05061

Core PCE steady at 0.3% m/m in July; inflation cooling while spending remains firm

Easing PCE supports expectations for eventual policy normalization toward easier settings, while strong consumption mutes how quickly markets price rate...

2025/08/29068

Asia Market Brief – China & Japan

The numbers show Asia’s two largest economies moving forward—but at very different speeds—offering both opportunities and caution for global investors. In Japan...

2025/08/15065

UK Economy & Market Reactions You Need to Know

While UK GDP growth outperformed in Q2, the sharp drop in business investment signals caution among firms. Construction and services provided stability, but widening trade defic...

2025/08/14076

US Inflation and Markets’ Reaction | July 2025

In July, U.S. CPI rose 0.2% MoM and 2.7% YoY, matching forecasts, while the Core CPI—which excludes food and energy—rose 0.3% MoM and 3.1% YoY, slightly...

2025/08/12058

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