FX Street

3 days ago | fxstreet.com | Monica Kingsley

Unlike the week before, S&P 500 had distinct trouble overcoming the bearish Sunday gap, yet helped mightily by XLY (discretionaries out of all stock sectors, sure I‘m fine with TSLA rising, but is the job market really on the mend, or the Fed cutting soon? There is still backburner tariff uncerrtainty, but recession nowhere near as I argue in Sunday‘s extensive article) to reverse from due selling in the opening half of the regular session.

3 days ago | fxstreet.com | Carsten Brzeski

Is this wishful thinking or a fundamental change? Germany's most prominent leading indicator increased for the sixth consecutive month on hopes that fiscal stimulus will boost growth. It's still uncertain whether German businesses are eagerly seeking a dose of optimism or if a fundamental shift is currently taking place. In any case, German business sentiment continues to improve.

5 days ago | fxstreet.com | Jasper Lawler

How will the markets react to war? The US has joined Israel in its aerial attack on Iran, bombing its 3 major nuclear sites. The situation is fluid with the possibility of Iran retaliating against the US. This is a big escalation over Israel’s airstrikes on Iran that we wrote about last week in week 24. As we suspected, oil prices have added to gains over the past week. Investors usually react to war with a flight to safety.

1 week ago | fxstreet.com | Christian Borjon Valencia

21 of 26 economists forecast Banxico will cut rates from 8.50% to 8.00% next week. Deputy Governor Heath signals caution, favoring a pause to assess data. Majority see easing pace slowing, with rates likely at 7.50% by Q3 2025. Banco de México (Banxico) is projected to continue its easing cycle next week, despite the latest inflation reports in Mexico suggesting that risks are tilted to the upside.

1 week ago | fxstreet.com | Peter St. Onge

But if you feel like prices still aren’t falling, you’re not alone. Since Donald Trump took office, inflation has plunged from a Biden-era 5 percent to just 1.4%. This is actually below the Fed's target of 2%. Normally, at this point, the Fed would be trying to pump inflation since it's “too low.”Of course, for the American people, 1.4% is not “too low.” What they want is falling prices, as in take it back to pre-Biden prices. In short, no.