Global Market Insights - Forex, Futures, Stocks

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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...

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Tech selloff weighs on dollar as Treasury yields tumble
Today at 10:00 AM

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Dollar retreats as tech selloff drives Treasury yields lower. Fed hike bets ease despite rising oil prices and inflation concerns. Nasdaq suffers sharp losses as Meta reignites AI spending fears. Gold slides towards $4,000 despite weaker dollar and yields.

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Week Ahead: Central banks, key US data & Big Tech earnings in focus
Today at 6:00 AM

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Central bank decisions from the Fed, ECB, BoJ, RBNZ and Bank of Canada, alongside US Core PCE inflation and GDP data, will be in focus this week as traders assess the outlook for interest rates. Meanwhile, earnings from major tech companies and the upcoming US midterm elections could add to market volatility. Gain insight into potential market direction, monetary policy expectations, and the key events to watch across forex, equities and bond markets.

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Jonathan Lou Reyes on why Gold trading is a skill – Trader Talks #16 – XM Live Education
Yesterday at 11:00 AM

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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.


🗣️ Jonathan Lou Reyes – XM's newest English Live Education Instructor and Gold expert – shares his insights on mastering trading as a skill, reading market structures, and his step-by-step approach to trading Gold. 

Don’t miss this exclusive and insightful interview. Timestamps below! ⬇️


00:00 Intro
03:38 Comments on trading education 
04:17 Guest background and education 
10:00 Impact of sports in trading 
14:41 Ski...


Equity rebound stutters as oil spikes again, yen gains from AI jitters
Yesterday at 10:00 AM

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Stocks turn red again after brief respite in AI selloff; mixed earnings don’t help. Oil jumps on fresh attacks in Middle East, WTI tests $100. Euro steady despite French yields hitting new highs. Gold and dollar slip as AI jitters boost US treasuries, yen and Swiss franc.

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Diplomatic hopes rise but equity markets focus on earnings
Last Wednesday at 9:00 AM

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Oil prices ignore reports of progress in the Russia-Ukraine and US-Iran conflicts. President Trump desperate for a diplomatic win ahead of difficult midterm elections. Risk sentiment remains fragile as AI-related stocks face valuation and earnings pressures. Euro struggle persists, while the pound gains on strong CPI and PPI prints.

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Risk appetite recovers but French risks remain elevated; AI earnings awaited
Last Tuesday at 10:00 AM

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Dollar trades mixed as improving appetite supports euro, aussie and kiwi.
French political uncertainty remains a significant downside risk for the euro.
Yen faces intervention risks, but BoJ policy may keep it under pressure.
Wall Street rebounds amid tech gains; major earnings to test AI optimism.

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Euro slips again, stocks shaky ahead of key earnings
Last Monday at 11:00 AM

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Euro pressured as French yields jump after weekend unrest. Oil rally cools after Trump waives Russian sanctions. Dollar steady as Treasury yields continue to retreat. Stocks mixed as AI jitters heightened ahead of crucial earnings test.

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Easing AI selloff lifts stocks but dollar sags as Warsh stays mum
10/16/2026

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Warsh gives no hints on October hike, adding pressure on dollar and
yields. Traders shrug off alarming US inflation data. Stocks pare losses
after brutal week for AI sector, but caution remains. Oil prices drift lower but
supply risks persist; gold on firmer footing

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Week Ahead: Pivotal data on tap as US equity weakness weighs on sentiment
10/16/2026

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Inflation data in the UK and Japan, alongside UK employment figures, will be in focus this week. However, the spotlight will fall on October’s flash PMIs across the Eurozone, UK and US, as traders assess the outlook for interest rates amid elevated oil prices. Gain insight into potential market direction, trading strategy considerations, risk management, and key levels to watch in this week’s market outlook.

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Dollar gives up post-CPI gains as yields sink on AI fears
10/15/2026

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Hot US CPI lifts dollar and yields, but not for long as bonds rally on chip selloff. AI stocks plunge again on Chinese competition and AI spending fears. Stellar earnings by TSMC and AMSL unable to stop the bleeding. Gold bounces back ahead of more key US data and Fed speakers.

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Investors turn cautious ahead of US CPI data
10/14/2026

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Dollar slides as Fed’s Williams sees no hikes in 2027. Oil prices extend rebound, adding to inflation concerns. Hotter-than-expected inflation could strengthen Fed hike bets. Wall Street trades cautiously after mixed bank earnings, ahead of CPI data.

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Dollar gains amid hawkish Fed commentary and rising geopolitical tensions
10/13/2026

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Fed’s Hammack sounds hawkish, Middle-East tensions escalate. Oil prices revive inflation fears, but Fed hike steady ahead of US CPI data. RBA leaves door open to additional hikes, BoJ expected to hike gradually. Wall Street trades cautiously as major US banks kick off earnings season.

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Dollar takes a breather as investors brace for an action-packed week
10/12/2026

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Event-packed week as US data and earnings take centre stage. Trump-Russia agreement and criticism of Zelenskyy draw attention. Mixed risk appetite today as the drop in US Treasury yields pauses. Euro/dollar trades sideways, gold slides as headline risk remains high.

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Markets steadier as oil prices slip back, stocks climb
10/09/2026

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Trump says won’t attack Iran before midterms, easing escalation fears. Oil prices wipe weekly gains, helping bond markets to stabilize. Dollar also pares gains, lifting gold. Mood improves in equities, with OpenAI further boosting sentiment.

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Inflation Meets Earnings: Could Markets Be in for a Wild Week?
10/09/2026

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A huge week for markets is coming. US inflation, retail sales and GDP data collide with Q3 earnings from Wall Street’s biggest banks and AI giant Taiwan Semiconductor. With the dollar, euro, pound, gold and Nasdaq all facing major catalysts, volatility could be about to pick up. Here’s everything traders need to watch in the week ahead.

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Oil jumps again, lifting yields but weighing on stocks; dollar steady
10/08/2026

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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.

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Stocks ignore bond market warnings
10/07/2026

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US equities hit fresh record highs despite rising bond yields and high oil prices. US dollar remains in demand ahead of the September Fed meeting minutes. Euro struggles amid political uncertainty; focus remains on elevated bold yields. Gold steadies near $4,134, while bitcoin edges lower.

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Dollar gains as Fed hikes remain on the table, French fiscal concerns mount
10/06/2026

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Dollar rises as ISM service prices keep Fed hike expectations firm. Euro extends fall amid intensified French fiscal concerns. Nasdaq climbs to new record high amid AI optimism. Gold remains range-bound despite elevated yields and strong dollar.

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Dollar strengthens despite fading Fed hike bets
10/05/2026

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Equities wobbly after Friday’s sizeable gains on softer US jobs data. October Fed rate hike bets crash; ISM non-manufacturing PMI and Fedspeak in focus. Dollar rally persists as eurozone headwinds weigh on the euro. Gold and bitcoin struggle on dollar strength.

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Dollar gains as Tr. yields surge ahead of US jobs report
10/02/2026

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Treasury yields hit multi-decade highs, lifting the dollar. Fed hike bets fade as officials signal patience on rates. French fiscal concerns add pressure on the euro. Wall Street gains marginally as oil and yields threaten tech stocks.

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Fed minutes & ISM PMI take centre stage
10/02/2026

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The spotlight this week will be on the Fed minutes and the US ISM Services PMI, with traders watching for fresh clues on the outlook for interest rates and the US economy. We also cover Japanese wage data, Canadian jobs data and US consumer sentiment, while assessing ongoing oil-price volatility and the potential impact on Bitcoin and broader risk appetite. Gain insight into potential market direction, trading strategy considerations, risk management, and key levels to watch in this week’s market outlook.

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Dollar slips, stocks rebound after Fed’s Williams tempers rate hike bets
09/30/2026

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Treasury yields ease from highs after Fed’s Williams says no urgency to hike. Dollar softer but yen extends gains and gold firms, PCE inflation eyed next. Oil prices pull back amid recovering Gulf exports. Stocks bounce back ahead of Micron earnings.

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Fed rate hike bets and US bond rout bolster the dollar, hurt equities and gold
09/29/2026

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Dollar gains on rising Treasury yields and Fed hike bets. RBA hikes again,
another increase is baked into the cake by February. Yen stabilizes as
intervention warnings intensify. Stocks slide, gold plunges 4% on higher
yields and a stronger dollar.

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Dollar advances as oil prices remain in the driver’s seat
09/28/2026

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Oil prices remain elevated on Trump’s mixed rhetoric. US dollar gains amidst rising yields and negative eurozone newsflow. Fed hike expectations linger ahead of key US data and Fedspeak. Gold retreats on higher real yields; bitcoin searches for support.

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Iran deal hopes lift sentiment, oil and dollar slip, yen rebounds
09/25/2026

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US and Iran weigh phased deal to reopen Strait of Hormuz. Oil prices ease back but US Treasury yields stay elevated. Yen strengthens after Trump and Takaichi discuss yen’s weakness. Equities turn positive but risk appetite limited.

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US Dollar Faces Its Biggest Test Yet: PCE, NFP & Quarter-End Volatility
09/25/2026

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Will the US dollar rally continue? This week brings the Fed’s preferred inflation gauge, the latest US jobs report, and quarter-end portfolio rebalancing that could shake up markets. We also break down the RBA decision, key Bank of Japan signals, Eurozone CPI, and oil market risks. Listen to XM’s Week Ahead for everything traders need to know.

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Yields surge on hot PMIs and oil rebound; stocks slip but dollar shines
09/24/2026

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Iran dashes hopes of quick end to war, oil reverses higher. Strong flash
PMIs add to inflation risks, pushing US 10-year yields above 5%. US dollar
rallies, gold sinks, but stocks and cryptos avoid bloodbath. Trump-Xi
meeting and more Fedspeak in focus.

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Dollar holds firm ahead of Trump-Xi meeting
09/23/2026

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Dollar remains strong as Fed hike bets remain elevated. Oil prices extend losses amid US-Iran peace hopes. Nasdaq at record high amid Middle-East optimism and AI frenzy. Yen and aussie weaken despite intervention and rate-hike speculation.

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Dollar holds firm as markets brace for fresh Fed signals
09/22/2026

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Dollar holds firm amid elevated Fed hike bets. Yen remains weak despite BoJ rate hike. Aussie stays relatively supported after hawkish RBA remarks. Stocks surge on AI optimism; oil rebounds ahead of UNGA.

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Oil slips, dollar holds firm as Trump heads to the UN
09/21/2026

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Muted dollar gains as investors await key meetings at the UN. Oil slips on the lack of military operations and fresh US-Iran talks. Political developments weigh on the euro despite ECB rate hike bets. Dollar/yen climbs, bitcoin rally stalls, gold in retreat.

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Oil remains in the driving seat as dollar gains persist
09/18/2026

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Dollar gains linger as hawkish Fed keeps FX in check. Oil prices remain elevated; headline risk to influence risk appetite. Hawkish BoJ hike fails to satisfy yen investors; dollar/yen climbs. Equities rebound on the back of lower oil prices and sovereign yields.

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September flash PMIs take centre stage
09/18/2026

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All eyes will be on September flash PMI data from the Eurozone, UK and US this week, with traders watching for fresh clues on economic growth and interest-rate expectations. We also cover Australian jobs data, the SNB rate decision, the Trump-Xi meeting and oil prices amid the Iran conflict. Gain insight into potential market direction, trading strategy considerations, risk management, and key levels to watch in this week’s market outlook.

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Fed delivers hawkish hike, dollar rallies but gold recovers
09/17/2026

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Fed hikes as expected, signals more to come. Dollar surges as yield curve flattens, gold slips but recoups losses. Attention turns to Bank of England, pound on the backfoot. Oil prices decline on signs of easing Middle East supply disruptions.

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Dollar slows advance ahead of key Fed decision
09/16/2026

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Fed expected to hike, spotlight to fall on dots and guidance. Warsh faces independence test amid Trump’s calls for low rates. BoE and BoJ decisions take center stage on Thursday and Friday. Wall Street slips ahead of Fed outcome, gold traders also on edge.

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Dollar holds firm as oil rally fuels Fed rate expectations
09/15/2026

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Oil prices hold above $100, mostly ignoring Trump’s comments. Fed rate
hike expectations increase, raising chances of disappointment tomorrow.
Dollar rally lingers as risk appetite weakens; gold slide persists. Key Senate
vote on the Clarity Act later today.

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Dollar gains as oil rally and AI concerns hit risk appetite
09/14/2026

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Oil rally persists and energy prices skyrocket on Middle East developments. Dollar on the front foot as Fed meeting approaches; crucial credibility test for Warsh. AI concerns weigh on risk appetite following a decent Friday session. Gold and bitcoin await Fed decision and Senate vote respectively.

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Dollar gains as US PPI data bolster Fed hike bets
09/11/2026

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US PPI data strengthens September hike chance. Dollar rises ahead of today’s US CPI numbers. ECB remains hawkish but euro struggles against the dollar. Stocks and gold pull back amid strong dollar and higher yields.

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Fed, BoE & BoJ Decisions Could Shake Markets This Week
09/11/2026

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A huge week lies ahead for financial markets. The Fed, Bank of England and Bank of Japan take center stage alongside key inflation and economic reports. Will rate hikes, crypto regulation developments and Middle East tensions fuel volatility? Here's everything traders need to know before the week begins.

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Dollar struggles to gain ahead of US inflation data, yen extends rally
09/10/2026

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Dollar remains subdued ahead of US inflation data. US Treasury announces smaller-than-expected buyback. BoJ hike bets are adding more fuel to the yen’s  engines. Stocks pull back amid rising yields and Middle East uncertainty.

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Dollar slips, yen surges as Middle East tensions escalate
09/09/2026

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Oil rally persists, as military operations in the Middle East resume. Dollar fails to benefit from risk-off; euro/dollar rises towards 1.1650. Yen gains continue, courtesy of Bessent’s commentary, but move looks stretched. Equities remain in limbo, edging lower; gold bounces off $4,400.

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