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Equities: AI trade holds gains after hyperscaler earnings – Danske Bank
Danske Bank strategists note that Equities advanced on Wednesday, with the S&P 500 and Stoxx 600 higher as the AI trade rebounded for a third session. Alphabet and Microsoft’s after-hours results delivered a mixed picture for AI-related revenues and capex.Fxstreet
Thu, Oct 29
Federal Reserve: Guidance and yield curve pricing – Rabobank
Rabobank’s Global Daily notes that US Treasury yields continued a bear-flattening move ahead of the FOMC, with OIS pricing showing almost no chance of a hike at this meeting. Markets still discount nearly one full hike by December and another by Q3 next year.Fxstreet
Wed, Oct 28
United Kingdom: Fiscal risks persist despite neutral Budget - Deutsche Bank
Deutsche Bank’s Chief UK Economist Sanjay Raja judges Chancellor Healey’s United Kingdom (UK) Budget as broadly neutral for the public finances, with an estimated impact of GBP 1.3bn. The package limits tax hikes while boosting investment and easing cost of living pressures.Fxstreet
Wed, Oct 28
Federal Reserve: October hold likely, December hike expected - ABN AMRO
ABN AMRO’s Rogier Quaedvlieg expects the Federal Reserve (Fed) to keep rates unchanged at 3.75–4.00% this week, despite recent upside inflation surprises. He argues that declining inflation breadth and a cooling US labour market give policymakers time to wait.Fxstreet
Wed, Oct 28
Federal Reserve set to hold interest rates steady despite persistent inflation
The United States (US) Federal Reserve (Fed) announces its Interest Rate Decision on Wednesday, following another pivotal meeting that could provide key insights into the bank’s monetary policy outlook heading into the end of the year.
Fxstreet
Wed, Oct 28
US Dollar: AI relief and hawkish Fed support – ING
ING’s Chris Turner notes that better AI sector news and strong SK Hynix earnings have eased fears of an AI-driven equity correction, allowing focus to shift back to resilient US growth, high inflation and higher energy prices, all supportive for the Dollar. He expects a hawkish FOMC message to keep DXY firm and potentially push it above 103.00.Fxstreet
Wed, Oct 28
UK Budget: Healey walks a fiscal tightrope as 2027 growth outlook darkens
United Kingdom (UK) Finance Minister Healey presented the government's annual Budget Statement to Parliament on Wednesday, pledging to maintain fiscal discipline while protecting households from rising energy costs linked to the war in Iran.
Fxstreet
Wed, Oct 28
British Pound: Budget may boost Sterling against Euro - ING
ING's Chris Turner sees scope for a partial unwind of a 20bp risk premium in 10-year UK gilt yields following the budget. While the Bank of England's tightening outlook should remain broadly unchanged unless minimum wages surprise, narrowing gilt–Bund spreads may support Sterling.
Australian Dollar: RBA may hike again as inflation persists - Standard Chartered
Standard Chartered’s Nicholas Chia expects the Reserve Bank of Australia to raise its cash rate to 4.85% in Q4, likely on 3 November, after stronger-than-projected Q3 underlying inflation. The bank sees the first rate cut in Q3 2027, with risks of further tightening or delayed easing.
Fxstreet
Wed, Oct 28
Canadian Dollar: Upside limited against US Dollar ahead of BoC decision - MUFG
MUFG’s Derek Halpenny sees an 80% implied probability of a BoC hike but doubts Governor Macklem will validate the 100 bps of tightening priced through next September. With weak Canadian labour data and lingering US trade risks, he sees little room for front-end yields to rise further.Fxstreet
Wed, Oct 28
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