U.S.-China Trade Truce Sparks Market Rally: Bitcoin Steady at $103,500, Stocks Soar
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Your October Market Playbook
Macro & Liquidity Regime — Is the Money Machine Turning Back On? At first glance, it might not look like much. A few basis points here, a subtle curve change there. But these tiny shifts are whispering a bigger message: global liquidity may be turning a corner. After nearly two years
Cut Rates, Raise Eyebrows
Fed Cuts, But With Caution The key event for September 15‑21 was the Federal Reserve’s decision on September 17 to cut its benchmark rate by 25 basis points, bringing the federal funds rate target to 4.00‑4.25%. Reuters+1 This was the first cut since December
Inflation Heats Up, Labor Cools Down, Powell’s Policy Dilemma Deepens
U.S. Inflation & Labor Market — Conflicting Signals Recent inflation and employment figures in the U.S. are painting a picture of mixed momentum — enough to make the Fed’s upcoming decisions especially tricky. * CPI & Core Inflation: In August 2025, U.S. consumer prices rose roughly 2.9% year-over-year,
Policy Shifts, Political Shocks & Market Signals.
Global Macro Pulse Federal Reserve & Inflation Watch Market Stakes: A Fed Pivot on the Horizon With just 22,000 jobs added in August—and downward revisions revealing a decline in June—U.S. job growth has all but stalled, while unemployment climbed to 4.3%, nearing a four-year high