Market Minutes

Read snapshots of the latest market news

Japan GDP decline backs Takaishi’s push for stimulus measures

Japan’s third-quarter GDP slipped more than expected, sharpening the new administration’s argument for fresh fiscal stimulus and adding pressure on the Bank of Japan to move cautiously on tightening. The contraction was driven largely by a sharp housing pullback and softer exports, while underlying domestic demand remained resilient.

17 Nov 2025, 08:59
Japan GDP decline backs Takaishi’s push for stimulus measures

Gold retreats on uncertain US policy path

Gold prices fell sharply after hawkish commentary from several Federal Reserve officials reduced the market’s confidence in near-term easing. At the same time, oil rallied following damage to Russian energy infrastructure that disrupted exports. Meanwhile, the activity indicators from China surprised to the downside, prompting modest weakness in Chinese equities.

14 Nov 2025, 22:42
Gold retreats on uncertain US policy path

Fed cut hopes fade, prompting market retreat

Hawkish commentary from several Federal Reserve officials prompted a marked repricing of policy expectations and a sharp correction in equity markets. The market-implied probability of a 25-basis-point cut at the December FOMC meeting fell significantly, and major US indices declined by more than 1.5 per cent.

13 Nov 2025, 23:52
Fed cut hopes fade, prompting market retreat

Pound weakens following soft UK employment data

The United Kingdom’s labour market showed signs of deterioration this month: the unemployment rate rose and payrolls contracted, prompting renewed uncertainty over the Bank of England’s policy path and weighing on sterling.

11 Nov 2025, 23:31
Pound weakens following soft UK employment data

Markets rise as optimism builds around resolving the shutdown

Major US equity indices rallied as markets welcomed the Senate’s approval of a funding bill that—if passed by the House and signed by President Donald Trump—would end the federal shutdown. The prospect of restored government operations reduced policy uncertainty and boosted risk appetite.

10 Nov 2025, 22:34
Markets rise as optimism builds around resolving the shutdown

US equities weaken amid signs of softer hiring and spending

US equity indices closed the week lower amid growing concern over the absence of official employment data, elevated valuations in technology stocks and a deterioration in consumer confidence.

7 Nov 2025, 23:02
US equities weaken amid signs of softer hiring and spending

ADP jobs climb above forecast as trade tensions intensify

Private payrolls unexpectedly rose more than analysts had forecast, tempering near-term expectations of Federal Reserve easing, while the US Supreme Court heard arguments that could curtail the White House’s authority to impose tariffs.

5 Nov 2025, 22:27
ADP jobs climb above forecast as trade tensions intensify

Private hiring falls as dollar gains strength during US shutdown

Private-sector job postings have fallen sharply while the US federal funding lapse approaches record length, generating heightened market uncertainty. US equities fell on the shutdown-related risks, while the US dollar strengthened as markets questioned the likelihood of a December Fed rate cut.

5 Nov 2025, 02:37
Private hiring falls as dollar gains strength during US shutdown

US markets extend record run as inflation slows beyond expectations

Major US equity indices reached record highs after inflation data in the United States came in below consensus, increasing the probability of Federal Reserve rate cuts. Both headline and core inflation were reported at 3.0 per cent year-on-year, softer than many market participants had expected.

25 Oct 2025, 01:14
US markets extend record run as inflation slows beyond expectations

Gold retreats as lower risk sentiment triggers profit-taking

Gold and other precious metals fell sharply amid likely profit-taking and a reduction in the risk premium as trade tensions eased. Japan’s election of Sanae Takaichi as prime minister boosted the Nikkei-225 to fresh highs while the yen weakened.

22 Oct 2025, 00:37
Gold retreats as lower risk sentiment triggers profit-taking