Initial jobless claims tumbled back into their four year range after spiking the prior week.

The U.S. dollar briefly rallied after the Federal Reserve’s 25bps rate cut to a 4%–4.25% range, but retreated as markets anticipated further easing, with two more cuts projected for 2025.

Intel stock jumped 28% after Nvidia announced a $5B investment and partnership.

The Bank of England is still biased towards cutting rates further, and we expect two to three further 25bp moves by next summer.

Nvidia’s long run of record growth faces its toughest challenge yet.

Goldman Sachs has experienced significant price appreciation, driven by strong momentum and positive market sentiment, though recent earnings indicate mixed fundamentals may temper expectations.

Fitch's downgrade of France's debt rating last Friday was expected. It remains to be seen whether Moody's and Standard & Poor's will follow suit on October 24 and November 28, which seems quite likely.

China's yield curve is being reshaped in a way that has created confusion across the spectrum.

USD/JPY stays in range post Fed, ahead of the BoJ.

US stocks closed mixed as investors weighed the Federal Reserve’s outlook following an expected 25-basis-point rate cut.

The Fed delivered its first cut of the year and projects two more in Q4.

An economic bubble exists whenever the price of an asset that may be freely exchanged in a well-established market first soars then plummets over a sustained period of time.

BTC/USD holds near $116K post-Fed cut as ETF demand stays strong, but a rising wedge signals risk of a pullback toward $110K before fresh highs.

Ethereum continues to consolidate near $4,500, with the FOMC decision and Bitcoin’s momentum likely to determine its next explosive move.

The GBP/USD forecast indicates renewed strength in the pound as focus shifts from the Fed to the BoE.

The GBP/USD pair stabilised around 1.3626 USD on Thursday, following a highly volatile session on Wednesday.

The Pound Sterling rebounds against the US Dollar ahead of the monetary policy announcement by the BoE.

Not surprisingly, the Fed cut rates by 25 basis points at yesterday’s meeting.

Markets are responding to the U.S. central bank rate decision, which saw the Federal Open Market Committee implement a widely anticipated 25 basis point rate cut on Wednesday.

We interpret yesterday’s Fed decision as a net negative for the dollar, and think that some 'sell the fact' and positioning readjustment have exacerbated the dollar rally during and after the presser.