Analýza

US September PPI Data & Fed Expectations: Market Impact on USD, Yields, and XAU/USD

Analyze the September 2026 US PPI release. Explore how producer inflation metrics impact US Treasury yields, USD sentiment, and Fed monetary policy expectations.

IUX | Před 26 dny

THE FED HOLDS THE LINE: ONE MORE RATE RISE STILL ON THE TABLE

The Fed minutes showed unanimous support for the latest rate rise, with most policymakers seeing another increase as appropriate before year-end. Inflation risks remain elevated, while consumer inflation expectations have climbed to 3.9%. Markets still price an 80.6% chance of no change in October — putting the upcoming CPI report firmly in the spotlight.

Headway | Před 26 dny

UK DEBT ALARM: 30-YEAR GILT YIELDS BREAK 6% — IS STERLING THE NEXT PRESSURE POINT?

UK 30-year gilt yields have climbed above 6%, putting Britain’s fiscal vulnerabilities firmly back in focus. With high public debt, a sizeable budget deficit and expensive borrowing, pressure is building. The UK can rely on its own central bank — but if confidence weakens, the adjustment may come through sterling, with GBPUSD parity no longer an unthinkable scenario.

Headway | Před 26 dny

September 2026 Monthly Market Digest

An energy-driven inflation shock turned September into a synchronized tightening month, pushing central-bank rates, sovereign yields and the US dollar higher while risk assets showed sharply different degrees of resilience.

JustMarkets | Před 26 dny

The yen is capitalising on the euro’s weakness

The dollar is strengthening against the yen thanks to a strong US economy and a wide yield spread, whilst the yen is gaining ground against the euro amid the French fiscal crisis.

FxPro | Před 26 dny

Oil jumps again, lifting yields but weighing on stocks; dollar steady

Oil bounces back as Mideast tensions flare up, sparking fresh selling in bonds. Dollar edges up as yields resume climb, Fed minutes signal more hikes. Gold on steadier footing after slipping to 2-month low. Equities ease from record highs as AI spending jitters return.

XM Group | Před 26 dny

EBC Markets Briefing | Nikkei 225 slips amid chip stock profit-taking

Japanese shares fell as tech borrowing plans pressured bonds, while oil volatility topped corporate risks. AI uncertainty weighed on the Nikkei.

EBC Financial Group | Před 26 dny

AI Boom Turns to Debt as Broadcom, Oracle and SpaceX Seek Billions for Chips

Broadcom, Oracle and SpaceX are pursuing massive financing deals to fund AI infrastructure. The borrowing supports chip demand, but raises concerns about debt, ageing hardware and whether AI revenues can cover the costs.

VT Markets | Před 26 dny

Bitcoin bulls are in no hurry

The crypto market has fallen to $2.83T, with Bitcoin dropping below $83K. Key support lies at $80.5K–81.5K; holding this level will determine whether the rally continues or the sell-off intensifies.

FxPro | Před 26 dny

Midweek Technical Look – US30, OIL, BTCUSD

Middle East tensions lift OIL while Fed uncertainty keeps yields elevated, pressuring Bitcoin and equities. Key levels come into focus in our Midweek Technical Outlook.

XM Group | Před 26 dny

Today Technical Analysis: Gold falls below $4,100 support level as Fed members see another hike this year

Gold is attempting a short term recovery, trading around $4,117 after bouncing from the $4,066 low.

STARTRADER | Před 26 dny

Today Fundamental Analysis: Oil advances higher as rising tensions reignite supply fears

Oil prices rose sharply on Thursday as escalating Middle East tensions increased concerns about potential supply disruptions.

STARTRADER | Před 26 dny

Decoding Bitcoin’s "Uptober": Seasonal Bias vs. Market Reality

Learn why Bitcoin's "Uptober" seasonal bias can be misleading. Discover how to analyze technical market structure, breakouts, and liquidity traps.

IUX | Před 27 dny

AUDUSD: slide deepens after rejection at 0.6990

AUDUSD faces bearish pressure after rejection at 0.6980-0.6990 Fibonacci resistance. RSI & MACD confirm downside toward 0.6865 & 0.6830 support levels.

XM Group | Před 27 dny

Nikkei 225 Slips Towards 69,500 as Oil Prices and Rate Concerns Weigh on Japanese Stocks

Japan's Nikkei 225 trades near 69,520 as rising oil prices, inflation risks and uncertainty over Bank of Japan interest rates weigh on sentiment. Traders are watching whether 69,500 support can hold.

VT Markets | Před 27 dny

US Dollar Index Slips Below 102 as Fed Rate Hike Bets Support Dollar

USDX retreats towards 101.986 despite hawkish Federal Reserve minutes, as traders assess inflation risks, interest rate expectations and whether the dollar can reclaim the 102.000 level.