Global Market Insights - Forex, Futures, Stocks

40 Episodes
Subscribe

By: XM.com

XM's trading podcast, Global Market Insights, reflects our commitment to providing traders with meaningful and informative content based on diversity and practical purpose, encompassing up-to-date information needed for online investing and updates on economic events across the globe.For more in depth technical and fundamental analysis, be sure to visit www.xm.comTrading Point of Financial Instruments Ltd is regulated by the Cyprus Securities and Exchange Commission (CySEC) (licence number 120/10). Trading Point of Financial Instruments Pty Ltd is regulated by the Australian Securities and Investments Commission (ASIC) (licence number 443670), XM Global Limited is regulated by the Financial Services Commission of...

US NFP report awaited amid Iran war
Yesterday at 11:00 AM

Send a text

Dollar rebounds as Middle East war rages. Nonfarm payrolls on tap as
investors scale back Fed cut bets. WTI crude rallies above $80 per barrel,
gold remains subdued. Wall Street slips as risk aversion intensifies.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an...


Dollar rebounds as Iran war enters sixth day
Last Thursday at 10:00 AM

Send a text

Dollar pulled back on Wednesday on NYT report. Rebounds on Thursday as Iran strikes Israel.Investors further scale back Fed cut bets on inflation concerns. Oil extends gains, gold rebounds, Wall Street shows resilience.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to...


Dollar takes a breather while oil ignores Trump proposal
Last Wednesday at 1:00 PM

Send a text

Middle East newsflow monopolizes market moves; oil rally persists. Dollar rally pauses, potentially opening the door to a small risk-on reaction. Gold volatility spikes after $380 swing, as buyers enter at the $5,000 level. Key US data release today; dollar/yen rally pauses despite BoJ Ueda’s rhetoric.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication an...


Dollar gains as risk-off reaction deepens
Last Tuesday at 10:00 AM

Send a text

Risk appetite takes another hit; dollar rally gathers pace. Strangely, gold
drops and US yields rise, as investors prefer to remain liquid. Worries
about a prolonged military operation intensify; European equities suffer.
Rich Fedspeak today, but all eyes remain on oil price action.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication...


Oil soars as Iran conflict escalates, gold and dollar up too
Last Monday at 11:00 AM

Send a text

Trump orders attack on Iran as Middle East descends into chaos. Oil shoots higher despite OPEC+ increasing output more than expected. Investors flock to gold, dollar and Swiss franc for safety as stocks tumble.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to...


AI stocks wobble again, gold softer amid US-Iran progress
02/27/2026

Send a text

Nvidia pulls US indices lower but AI rout limited to Wall Street. US and Iran make progress in nuclear talks. But lack of breakthrough keeps gold and oil supported. Pound skids but later steadies after Labour loses UK by-election.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may change. Please check our Risk...


Nvidia delivers but risk rally fails to take off; Yen catches a bid
02/26/2026

Send a text

Equities mixed despite stellar Nvidia earnings as AI doubts persist. Tariff uncertainty, hawkish Fed and BoJ could also be dragging on sentiment. Dollar marginally weaker as yen recovers from lows. Gold and oil edge up ahead of fresh US-Iran nuclear talks.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may change. Please check...


Risk appetite rebounds as markets eye Nvidia earnings
02/25/2026

Send a text

Improved risk appetite pushes stocks higher. Focus shifts to Nvidia earnings after US markets close. Trump highlights diplomacy as the main way out of the US-Iran crisis. Gold and oil maintain recent gains; dollar whipsaws.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up...


President Trump holds the key to market direction
02/24/2026

Send a text

Uncertainty weighs on risk appetite; crypto winter persists. Stocks try to find
their footing ahead of Wednesday’s Nvidia earnings. Trump’s State of the
Union in focus as reports point to an imminent strike on Iran. Dollar’s rally
pauses; gold and oil consolidate after gains.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the ti...


Dollar stands tall ahead of US data amid Iran tensions
02/20/2026

Send a text

Tensions continue to build over Iran as Trump sets deadline for nuclear
deal. Dollar climbs to one-month peak, eyes US GDP and PCE inflation
data. Oil surges to 6-month high but gold can barely grip onto $5,000
handle. Yen flounders again, equities trade mixed.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication...


Gold gains on Iran war fears, dollar lifted by hawkish Fed minutes
02/19/2026

Send a text

Gold and oil jump amid fears US will attack Iran even as nuclear talks
progress. Dollar climbs to two-week high as Fed minutes confirm hawkish
tilt. Wall Street edges higher on easing AI fears, Walmart earnings eyed.
Aussie and kiwi outperform on rate hike bets.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time...


Fed meeting minutes enter investors’ radar
02/18/2026

Send a text

Fed minutes awaited as traders expect more than two Fed cuts this year. Yen slips, pound trades indecisively after CPIs, kiwi falls after RBNZ. Wall Street recovers on tech rebound, progress in US-Iran talks.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to...


Dollar extends rebound even as Fed cut bets grow
02/17/2026

Send a text

Investors expect 65bps worth of Fed cuts for 2026. FOMC meeting minutes and Q4 GDP data awaited. Yen recovers some GDP-related losses, aussie and pound slip. Wall Street set to open lower, gold extends pullback.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to...


Thin liquidity Monday, ahead of a packed event calendar
02/16/2026

Send a text

Slow start to the week; China and the US on holiday today. Busy event calendar ahead, with a potential Supreme Court decision on Friday. US equity weakness in the spotlight; dollar benefits from lingering ‘risk off’ sentiment. Dollar/yen slide pauses; Japanese sovereign yields drop after weak GDP report.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time...


Dollar traders lock gaze on US CPI data
02/13/2026

Send a text

Investors still expect more than two Fed rate cuts this year. US
CPI data on today’s agenda could further boost US dollar. PM Takaichi’s
advisor says a March BoJ hike seems premature. Wall Street tumbles on
tech-selloff, gold pulls back.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may...


Dollar gains as strong NFP weighs on Fed cut bets
02/12/2026

Send a text

Nonfarm payrolls increase by nearly double the forecast. Dollar gains as
investors scale back their Fed rate cut bets. Yen extends rally on
intervention worries, Aussie rallies on RBA hawkishness. Wall Street pulls
back after NFP, gold shrugs off dollar strength.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may...


Mixed risk appetite ahead of pivotal NFP
02/11/2026

Send a text

US equities and cryptos reverse Monday’s gains. Focus shifts to nonfarm payrolls after weak US retail sales. A 70k NFP increase is forecast, but speculation is rife about a weaker print. Dollar/yen slide persists; greenback is weak even against the troubled pound.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may ch...


Wall Street extends gains but gold slips as dollar firms ahead of data
02/10/2026

Send a text

Stocks climb as AI panic eases; Dow and Nikkei hit new records. Dollar
halts decline as investors await first of trifecta of US data this week. Gold’s
rebound pauses while Bitcoin hits wall at $70,000. Pound softer as UK
yields fall back as Starmer safe for now.


Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is...


FX market steals the spotlight as risk rally pauses
02/09/2026

Send us a text

Friday’s rally in both equities and cryptos may be tested today. Japanese PM Takaichi scores an impressive win; verbal interventions boost the yen. Dollar on the back foot, also due to a Chinese directive about US Treasuries. Pound remains under pressure as political crisis deepens.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of pu...


Stocks continue to bleed but gold and cryptos steadier
02/06/2026

Send us a text

Worries about AI spending and disruption continue to weigh on stocks. But precious metals and Bitcoin come off lows. Soft US jobs data boost rate cut bets but dollar supported by market turmoil. Yen finds some footing ahead of elections, BoE and ECB hold rates.


Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of...


Fragile US equity markets weigh on risk appetite
02/05/2026

Send us a text

Equities and cryptos on the back foot. US technology stock underperformance lingers. Dollar rally pauses; focus shifts to ECB and BoE meetings. Pound under pressure as political crisis deepens.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warning
<...


Tech stocks wobble again, gold reclaims $5,000, Bitcoin sinks
02/04/2026

Send us a text

Tech stocks tumble amid fears of AI disruption to software companies. Gold benefits from tech jitters, soars back above $5,000; Bitcoin hits new low. Yen remains pressured despite softer dollar, US data eyed as NFP delayed. Oil jumps after US shoots down Iranian drone.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may...


Dollar rally falters on shutdown risk
02/03/2026

Send us a text

Equities and gold gain while dollar’s rally pauses. US partial government
shutdown in focus, Friday’s NFP is delayed. Aussie benefits from hawkish
RBA meeting; more hikes on the cards. Yen remains on the back foot,
focus firmly on Sunday’s election.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of public...


Gold’s bloodbath deepens amid forced deleveraging
02/02/2026

Send us a text

Gold and silver collapse on Warsh’s nomination and forced exit. Dollar rebounds ahead of NFP report; RBA decision on tap. Yen resumes slide ahead of key Sunday election. Wall Street pulls back, oil tumbles on US-Iran deescalation.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may change. Please check our Risk Di...


Gold sinks, dollar climbs on rumours about Trump’s Fed pick
01/30/2026

Send us a text

Trump is expected to announce new Fed chair nomination today. Former Fed Governor Kevin Warsh is reported to be surprise pick. Gold skids, dollar jumps as Warsh not seen as dovish as other contenders. Stocks steadier on Apple earnings following volatile session on Wall Street.


Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of...


Dollar stays pressured despite Fed’s hawkish hold, gold surges again
01/29/2026

Send us a text

Fed holds rates, citing improving economic outlook, but dollar little
changed. Gold leads ongoing rally in commodities amid Iran tensions. S&P
500 tops 7,000 but AI spending spree limits gains from tech earnings beats.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an...


Explore the AI Trading Revolution Happening in 2026 – XM Live Education
01/29/2026

Send us a text

Elevate your trading with 60+ live shows! Watch XM Live Education, Monday to Friday, from 7:00–16:00 GMT (winter time) / 6:00–15:00 GMT (summer time) 👉 https://bit.ly/3V7UApZ.

 

AI in trading – a bubble or a tool? 🗣️ Join our exclusive interview with Marios Hadjikyriacos, XM's expert in AI and market intelligence, as he shares his insights on AI’s potential and flaws. 🧐 Timestamps below! ⬇️

02:02 The "Hot Theme" of AI and the next revolution
02:52 Marios's background and role at XM 
03:39 Marios's start at XM as an Investment Analyst and co...


Trump appears content with dollar’s slide, Fed decision looms
01/28/2026

Send us a text

Dollar falls sharply as Trump says he is not concerned with the slide. Fed expected to remain on hold, focus to fall on forward guidance. Yen rallies as intervention risk remains elevated. Stocks await Fed decision and earnings, gold hits new record high.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may...


Markets remain on edge amidst key risk events
01/27/2026

Send us a text

A plethora of market issues overshadow risk appetite, keeping gold bid. Equity markets prepare for this week’s key earnings. The dollar tries to find its footing, but tariff talk hinders its recovery. Dollar/yen stabilizes; will the April 2024 price action repeat?

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may change. Pl...


Yen rallies as intervention risk mounts, dollar plummets
01/26/2026

Send us a text

Speculation of US-Japan coordinated intervention boosts the yen. Dollar traders add to shorts ahead of Fed meeting, Trump’s Fed Chair pick. Stocks trade mixed ahead of key earnings from tech giants. Gold hits fresh record high, oil rebounds on fresh US sanctions on Iran.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication an...


Risk appetite stays strong, yen rallies on suspected intervention
01/23/2026

Send us a text

Dollar resumes slide as investors choose better alternatives. BoJ stays on
hold, upgrades projections, but disappoints yen bulls. Yen rallies later due
to potential intervention call by Japan’s MoF. Wall Street extends gains,
gold climbs to fresh record high.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may ch...


Dollar and stocks rebound as Trump drops Greenland threats
01/22/2026

Send us a text

Trump rules out military action over Greenland, drops tariffs. Dollar rebounds, risk-linked aussie and kiwi rally. Yen falls as BoJ commences two-day monetary policy meeting. Wall Street rebounds, gold retreats after hitting new record high.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an...


Risk appetite hangs in the balance amidst Trump’s speech
01/21/2026

Send us a text

Risk asset recovery attempt hinges on Trump’s speech and the US Treasury 20-year auction. A conciliatory tone from Trump might please markets but will Europeans be satisfied? US Supreme Court to hear arguments on the Fed’s Cook firing today. Japanese bond yields drop; Could the BoJ restart its aggressive bond purchases?

 Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

R...


Dollar slumps, gold breaks $4,700, as Greenland row rumbles on
01/20/2026

Send us a text

Trump reiterates demands for Greenland ahead of discussions in Davos. Dollar’s woes worsen but gold and silver surge to new record highs. Equities slide but losses contained for now, Netflix earnings eyed. Takaichi sets February 8 election date, Japanese bonds sink.

 Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may cha...


Risk appetite dives on Trump rhetoric
01/19/2026

Send us a text

Trump’s tariff threat pushes risk assets lower and gold higher. EU retaliation is on the cards, the dollar feels the brunt. US bank holiday today, focus shifts to the WEF in Switzerland. Japanese bond yields disapprove of the anticipated snap elections.

 Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may c...


Markets look past geopolitics as risk appetite improves
01/16/2026

Send us a text

Improved equity performance due to AI and earnings. Gold and oil stabilize, but the risk of a US military action remains elevated. FX and equity volatility are low, ignoring geopolitics and the Trump-Powell spat. Japan edges closer to an actual intervention; markets are still not convinced.

 Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the t...


Commodities slide as geopolitical fears ease but Wall Street slips
01/15/2026

Send us a text

Gold and silver pull back from records after Trump holds off from attacking
Iran. Oil also tumbles, but Greenland remains a concern. Stocks mixed
after Wall Street closes in the red on disappointing bank earnings. Dollar
slightly firmer, yen finds some support.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication...


Risk appetite remains fragile amid geopolitics and Trump rhetoric
01/14/2026

Send us a text

Commodities in the spotlight; gold and silver print fresh all-time highs. Oil climb stops, as Trump “likes the price of oil at $53 a barrel”. Dollar rally pauses; focus shifts to a busy Fedspeak and data calendar. Japanese bond yields surge, dollar/yen reaches intervention zone.


Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time...


Dollar caught between geopolitics and US inflation
01/13/2026

Send us a text

Geopolitics drives markets; oil tests $60, gold hovers around $4,600. Dollar
reacts to Monday’s weakness, NY Fed Williams defends Chair Powell. US
CPI in focus; a softer print could prove market-moving. Dollar/yen climbs,
verbal interventions intensify; all eyes on 160.

Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may change. Ple...


Dollar slips as Fed Chair Powell is threatened with criminal charges
01/12/2026

Send us a text

Dollar gains after not-so-bad US employment report. Pulls back after US prosecutors open criminal probe against Powell. Yen slides following reports of snap election in Japan. Stock futures retreat, gold hits new record high, oil rises.


Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.

Please consider our Risk Disclosure: https://www.xm.com/goto/risk/en

Risk warning is correct at the time of publication and may change. Please check our Risk Disclosure...