Forex Market News .. collected from serval sources, all in one place for you to review.
[most entries here, will be auto-removed after 90 days]
Australian employment market data for September 2026.
Employment Change -39.3K
Unemployment Rate 4.7%
Full-Time Employment +34.4K
Part-Time Employment
Participation Rate
---
Background:
This article was written by Eamonn Sheridan at investinglive.com.Data due at the bottom of the hour, 0030 GMT / 2030 US Eastern time:
This article was written by Eamonn Sheridan at investinglive.com.The timing matters: the selloff came on the same day a hotter US inflation print pushed traders and Citi towards a December Fed rate hike, and higher rates for longer raise the cost of refinancing for heavily indebted AI builders. With CoreWeave’s bonds yielding close to 15%, credit markets are pricing it closer to distressed debt than to a growth company, and bond pricing often turns before equity sentiment does. The spillover into Oracle, the only non-investment-grade name among the big issuers, suggests investors are drawing a line between AI spenders with strong balance sheets and those relying on borrowed money. Watch whether the big investment-grade hyperscalers see any widening in their own bond spreads, which would signal the…
With record revenue already reported, the profit beat is largely expected, so the shares are more likely to react to fourth-quarter guidance and any change to the US$60 billion to US$64 billion capex range. A capex increase would be read as a vote of confidence in AI demand into 2027 and would support chip equipment names such as ASML. TSMC’s results also act as a read-through for Nvidia and the wider AI hardware trade, so a cautious tone on margins or orders could weigh across Asian and US tech. With the stock up strongly this year, the bar for a positive surprise is high.
---
Earlier:
---
TSMC’s record profit is close to a foregone conclusion, so the real test…
Citi’s shift removes one of the last prominent holdouts against a December hike, so the debate moves from whether the Fed tightens again to when. The swing in October pricing, which spiked after the data and then faded, shows traders are uncertain about the timing and are likely to react strongly to any Fed speaker who leans either way before the meeting. A higher-for-longer path, with cuts pushed out to mid-2027, tends to support the US dollar and Treasury yields and to weigh on rate-sensitive assets. The core detail matters most: inflation spreading beyond gasoline is harder for the Fed to look through than an energy spike alone.
-- The hot CPI print was enough to turn Citi from a Fed sceptic into a December hiker, and markets are now…
US consumer prices rose 3.7% in the year to September, up from 3.4% in August and a touch above expectations of 3.6%, according to Wednesday’s Consumer Price Index report. Prices climbed 0.6% on the month, in line with forecasts. Core inflation, which strips out volatile food and energy prices, rose to 2.6% from 2.4%, slightly above the 2.5% expected, with a monthly gain of around 0.3%.
On the surface, that is not the direction the Federal Reserve wants. But Bloomberg Economics read the report as less troubling than the headline numbers suggest. Anna Wong, its chief US economist, highlighted a measure of how widespread inflation is, rather than how fast it is running on average, and noted that it fell in September.
It’s an interesting lens…
The split reaction, a modest early gain in Amsterdam against a weaker Nasdaq session, suggests much of a strong quarter was already priced in (although Nasdaq was heavy after surging CPI) after the stock’s run this year. Investors may also have wanted a firm commitment on 2028 capacity rather than a study of options. The supply warning reinforces the view that lithography is a bottleneck in the AI build-out, which supports ASML’s pricing power but limits how quickly revenue can grow. Customers trying to secure tools as far out as 2030 points to tight equipment availability across the chip supply chain, although some of that interest may reflect reservation behaviour rather than firm orders.
--- ASML’s problem is no longer finding buyers…
If the figures are confirmed, growth on this scale strengthens Anthropic’s case for a valuation above $2 trillion and sets a demanding benchmark for OpenAI’s own listing. The listing also matters well beyond the company, because investors will be weighing how much they are willing to pay for revenue growth when costs remain enormous and profitability is some way off. For Alphabet and Amazon, which sit on several sides of the relationship, stronger Anthropic revenue implies more demand for their computing capacity. Until a prospectus is published, the numbers rest on one investor’s account, so treat them as indicative rather than confirmed.
-
Anthropic is selling investors a growth story big enough to outrun its costs, and these figures, if…
Standard Chartered now expects the stablecoin market to reach $2 trillion by 2030, two years later than it first projected. The bank made the change after total stablecoin supply stalled at roughly $309 billion this year, according to Cointelegraph, which was shown the report.
Read quickly, a “$2 trillion” headline sounds bullish. It is really a delay. The more interesting part of the report is the bank’s argument that stablecoins are still being used more, even though the market has stopped getting bigger. Understanding how both can be true is one of the most useful ideas in crypto right now.
Market size and usage are two different things
A stablecoin is a crypto token designed to hold a steady value, usually one US dollar, backed by…
Massive draw this week.
Info via social media. twitter etc:
Expectations I had seen centred on:
Daly’s comments are the clearest pushback yet against the jump in October hike pricing that followed the CPI data. Expect them to trim the odds of a move on October 27-28 without denting expectations for a December increase. That mix would ease some pressure on the front end of the Treasury curve while leaving longer-dated yields anchored to a higher-for-longer outlook. Because Daly linked headline inflation directly to gasoline prices, oil remains the key swing factor. A further surge in crude tied to the Iran war would test her view that the Fed can afford to wait. Her remarks also contrast with Goolsbee’s more anxious tone, a reminder that officials agree on direction but not on timing.
---
Daly agrees the Fed probably has more hiking…
Together, the two releases make an October hike harder to dismiss. Markets are pricing close to a 40% chance of a move on October 27-28, even though key officials had steered expectations toward December. The oil link is central: diesel costs from the Iran war now run through freight, farming and airfares, which raises the risk of second-round effects the Fed cannot easily look through. That supports Treasury yields at the front end and the US dollar, and keeps mortgage rates under upward pressure. Further strength in crude or diesel would add weight to the case for moving sooner. Next week’s Fed commentary, before the pre-meeting blackout, is the next test of whether officials push back on October pricing.
---
One Fed president is hearing…