Monthly Archives: November 2025
41654156156Euro Pressured by Policy Divergence as ECB Lags Fed Outlook
Written on November 3, 2025 at 6:21 am, by pumarketings
Key Takeaways: *Markets increasingly price in a slower, shallower ECB easing path compared with the Fed, but weaker Eurozone growth keeps the euro under pressure. *Headline CPI eased to 2.1% YoY and core to 2.4%, reinforcing the ECB’s cautious stance while wage growth remains a concern for policymakers. *Weak industrial activity and sluggish exports leaveContinue Reading
Aussie Dollar Steady Ahead of RBA as Markets Eye Policy Guidance
Written on November 3, 2025 at 6:09 am, by pumarketings
Key Takeaways: *The RBA is widely expected to hold rates at 4.35% at its Nov. 5 meeting, with markets watching for any hawkish nuance in the statement. *Despite slowing activity, progress on inflation has been slower than desired keeping the RBA cautious about signaling rate cuts too soon. *Rising iron ore and metal prices andContinue Reading
Oil Market Balances Ceasefire Relief with OPEC+ Cohesion Risks
Written on November 3, 2025 at 6:02 am, by pumarketings
Key Takeaways: *Oil rebounded near $78/bbl after the Israel–Iran ceasefire eased geopolitical risks, while OPEC+ reaffirmed supply discipline and paused major output hikes for Q1 *The IEA projects slower demand growth into early 2025 as industrial weakness persists in Europe and Asia. *Reports of Russia exceeding output quotas in October have revived questions over groupContinue Reading
