Market Minutes

Read snapshots of the latest market news

European stocks up, China recovers, eyes on job data

European equities advanced after the U.K.–Norway £10 billion defense deal, while China’s stronger PMIs and Alibaba’s cloud-driven outlook lifted risk appetite. Attention now turns to U.S. employment data for clues on the Federal Reserve’s next steps.

2 Sep 2025, 07:32
European stocks up, China recovers, eyes on job data

Markets correct after core PCE uptick; court ruling clouds Trump tariffs

U.S. and European equities fell as firmer core PCE data stoked concerns that tariffs are feeding into inflation, while a federal appeals court ruling cast doubt over President Donald Trump’s trade program. Risk premia rose across assets as investors weighed a difficult mix of monetary and trade uncertainty.

29 Aug 2025, 21:00
Markets correct after core PCE uptick; court ruling clouds Trump tariffs

GDP revision and AI optimism drive U.S. markets higher

A stronger second estimate of U.S. GDP and softer jobless claims helped lift U.S. equities back toward record highs. Investors now await the PCE Price Index for clarity on the Fed’s next steps, while surging AI demand continues to underpin tech sentiment.

29 Aug 2025, 07:46
GDP revision and AI optimism drive U.S. markets higher

Nvidia beats expectations; U.S. stocks hover near records

Nvidia’s strong earnings reinforced AI momentum, helping keep U.S. equities near record levels. Crude and natural gas prices advanced as U.S. inventories fell and Russia–Ukraine tensions escalated.

28 Aug 2025, 07:22
Nvidia beats expectations; U.S. stocks hover near records

U.S. markets rise despite political uncertainty; dollar slips

U.S. equities advanced intraday even as an attempt to remove Fed Governor Lisa Cook stirred political risk. The dollar weakened, gold firmed, and European equities ended lower.

27 Aug 2025, 07:34
U.S. markets rise despite political uncertainty; dollar slips

Nvidia earnings keep U.S. markets on edge

U.S. equities slipped as investors braced for Nvidia’s Q2 results and Friday’s PCE inflation release. Meanwhile, geopolitical tensions remained elevated after Ukraine struck Russian energy assets over the weekend, lifting oil prices.

26 Aug 2025, 07:37
Nvidia earnings keep U.S. markets on edge

Powell's dovish tone lifts markets on rate cut hopes

Jerome Powell struck a more dovish tone, signaling openness to the beginning of rate cuts while stressing data dependence. Markets responded unevenly: U.S. equities and gold advanced, while the U.S. dollar and 10-year Treasury yields decrease after the close.

22 Aug 2025, 20:00
Powell's dovish tone lifts markets on rate cut hopes

Jobless claims add uncertainty to the Fed’s next move

Weekly jobless claims rose above expectations, sharpening the contrast between sticky inflation risks and a softening labor market. Markets now look to Jerome Powell’s remarks at Jackson Hole for policy clues.

22 Aug 2025, 09:37
Jobless claims add uncertainty to the Fed’s next move

Fed minutes reveal hawkish consensus; USD gains slightly

Most Fed officials maintained a restrictive stance, though two favored a cut. The dollar ticked up 0.13% as U.S. equities slipped 0.20% on average.

21 Aug 2025, 07:47
Fed minutes reveal hawkish consensus; USD gains slightly

Trump stays on the sidelines of Russia–Ukraine conflict; oil drops on peace hopes

Markets are increasingly pricing the possibility of a Russia–Ukraine peace deal, pushing crude prices lower amid expectations of future sanction relief and higher Russian supply.

20 Aug 2025, 06:59
Trump stays on the sidelines of Russia–Ukraine conflict; oil drops on peace hopes