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Week Ahead: A Most Consequential Week

October 25, 2025
The week ahead could be one of the most consequential weeks here in Q4. Four G10 central banks meet, and two, the Federal Reserve and the Bank of Canada, the market is confident will cut policy rates. The market is also confident that the other two central banks, the European Central Bank and the Bank of Japan, will stand pat. On October 30, the d…
Week Ahead: A Most Consequential Week Week Ahead: A Most Consequential Week Reviewed by Marc Chandler on October 25, 2025 Rating: 5
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Trump Cancels Trade Talks with Canada even as US Seeks Broad Alliance to Check China's Rare Earth Dominance Trump Cancels Trade Talks with Canada even as US Seeks Broad Alliance to Check China's Rare Earth Dominance Reviewed by Marc Chandler on October 24, 2025 Rating: 5
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Tighter Sanctions on Russia Spurs Oil's Surge and Lifts Yields

October 23, 2025
Overview: The dollar is trading quietly in mostly narrow ranges against the most of the G10 currencies. The key development has been the escalation of pressure on Russia from a new round of sanctions by the US and EU. The US sanctioning of two of Russia's largest oil companies will disrupt Chinese and Indian buyers who may fear being sanctione…
Tighter Sanctions on Russia Spurs Oil's Surge and Lifts Yields Tighter Sanctions on Russia Spurs Oil's Surge and Lifts Yields Reviewed by Marc Chandler on October 23, 2025 Rating: 5
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Flat September CPI Boosts Speculation of a BOE Rate Cut While Weighing on Sterling Flat September CPI Boosts Speculation of a BOE Rate Cut While Weighing on Sterling Reviewed by Marc Chandler on October 22, 2025 Rating: 5
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Yen Sold as Takaichi becomes Japan's Prime Minister

October 21, 2025
Overview: The US dollar is mostly firmer today as its pullback from last week's highs is retraced. Although the US 10-year yield is spending more time below the 4.0% floor, the yen is the weakest of the G10 currencies, off about 0.70%, as Takaichi became Japan's first woman prime minister and the many investors are concerned about the poli…
Yen Sold as Takaichi becomes Japan's Prime Minister Yen Sold as Takaichi becomes Japan's Prime Minister Reviewed by Marc Chandler on October 21, 2025 Rating: 5
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Eerie Calm in the Foreign Exchange Market

October 20, 2025
Overview: The foreign exchange market is quiet, and the US dollar is slightly softer against most of the G10 currencies, though the Australian and Canadian dollar are struggling. Most emerging market currencies are also firmer. The market seems optimistic that the US-China trade tensions can de-escalate with Beijing re-assigning Li Chenggang who a…
Eerie Calm in the Foreign Exchange Market Eerie Calm in the Foreign Exchange Market Reviewed by Marc Chandler on October 20, 2025 Rating: 5
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Week Ahead: Impasses Between US and China and Between Republicans and Democrats Week Ahead: Impasses Between US and China and Between Republicans and Democrats Reviewed by Marc Chandler on October 18, 2025 Rating: 5
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