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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Dovish Fed bets pummel dollar, boost gold ahead of NFP
Today at 12:00 PM

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Dollar sinks as Fed’s Waller backs September hold. Stocks, cryptos and gold rally as bond yields retreat from highs. Oil prices stay elevated amid lack of diplomacy in Middle East. All eyes now on the August jobs report. 

US CPI takes center stage this week as traders look for fresh clues on the Fed’s next move, with US PPI and the ECB decision also in focus. Japan’s GDP, China’s inflation data and the US Treasury’s 30-year bond auction and larger bond buybacks are also on the radar. Gain...


Big Week for Markets: US CPI, ECB Decision, Japan & China Data in Focus
Today at 7:00 AM

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US CPI takes center stage this week as traders look for fresh clues on the Fed’s next move, with US PPI and the ECB decision also in focus. Japan’s GDP, China’s inflation data and the US Treasury’s 30-year bond auction and larger bond buybacks are also on the radar. 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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Yen extends surge, Oil slips despite tensions, stocks rebound
Yesterday at 11:00 AM

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Yen rallies after hawkish BoJ and dovish Fed remarks; Waller eyed next.
Yields slide after Fed’s Williams calms nerves, lifts stocks. Oil prices ease
back after Trump hints Iran strikes won’t last “too long”. Gold jumps as
dollar remains on the backfoot.

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Further Middle East hostilities fuel dollar’s engines
Last Wednesday at 11:00 AM

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Dollar rallies as US-Iran strikes lift oil and bolster Fed hike bets. Yen
rebounds as BoJ Gov. Ueda appears ready to raise interest rates. Kiwi falls
as RBNZ hikes, but appears less hawkish than expected. Wall Street and
gold tumble amid renewed inflation fears.

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Dollar retreats despite elevated September Fed hike bets
Last Tuesday at 10:00 AM

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Dollar pulls back despite increasing probability of September Fed hike. Oil prices and Treasury yields rise as Middle East hostilities escalate. Yen hovers around 160 per dollar as Bessent ramps up BoJ pressure. Wall Street slips amid US-Iran tensons and rising Treasury yields.

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Dollar rally takes a breather as investors digest hawkish Warsh
Last Monday at 9:00 AM

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Warsh’s hawkish speech revives September hike expectations. Dollar
rallied on Friday as equities, gold and bitcoin retreated. Markets stabilize
today amidst a light US data calendar. Oil rises again as US-Iran military
operations cancel diplomacy push.

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Stocks rise ahead of Jackson Hole, oil headed for weekly loss
08/28/2026

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Sentiment perks up ahead of Warsh’s Jackson Hole speech. Equities gain, dollar and gold steady. Yen subdued despite hot Tokyo CPI data, focus on G20 finance meeting. Oil slips as Hormuz flows rise, Iran and Oman reach deal despite US standoff.

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Will NFP Trigger the Next Big Move in Stocks, Gold & Dollar?
08/28/2026

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Get ready for one of the biggest trading weeks of September as markets focus on the US Nonfarm Payrolls (NFP), Eurozone CPI inflation, Bank of Canada (BoC), Reserve Bank of New Zealand (RBNZ), and US ISM PMI data. In this week's market outlook, we break down how these major economic events could impact the US dollar and its pairs, gold, oil, bitcoin, stocks, and Federal Reserve rate expectations.

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Markets struggle for directions ahead of Jackson Hole
08/27/2026

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US data and Nvidia earnings provide mixed signals for markets. Muted risk appetite persists as geopolitical concerns linger. Dollar holds weekly gains ahead of Jackson Hole and Warsh’s speech. Yen remains under pressure as investors await Tokyo CPI.

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Dollar recovers as markets await PCE and Nvidia earnings
08/26/2026

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Dollar rebounds ahead of key PCE inflation data. Loonie resumes slide as oil prices tumble. Wall Street turns cautious ahead of Nvidia earnings. Bitcoin emerges above 80k but pulls back.

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Muted dollar and equity movements as investors face multiple headwinds
08/25/2026

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Middle East tensions and US debt unease keep investors vigilant. Tariffs
return to the spotlight, while AI concerns linger ahead of Nvidia earnings.
Dollar weakness pauses, but sentiment remains bearish. Gold and bitcoin
rally as US data take centre stage.

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Gold climbs amid Iran and trade uncertainties, dollar also firms
08/24/2026

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Gold rallies even as dollar halts decline amid heightened uncertainties. Iran’s president calls for end to war ahead of new US sanctions, oil slips. US-Canada trade talks break down, loonie tumbles as trade war escalates. Treasuries await Jackson Hole and details on ‘fiscal consolidation’. Stocks struggle under weight of negative newsflow, eye Nvidia earnings.

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Dollar bounces back ahead of NFP, oil jumps as Iran deal hopes fade
08/07/2026

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September Fed hikes bets lifted by FT report ahead of July jobs report.
Dollar rebounds but gold keeps surging. Doubts linger about Hormuz deal,
oil creeps up again. Wall Street off highs but still headed for strong weekly
gains.

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Week Ahead: US CPI, BoJ summary and RBA decision in focus amid ongoing Middle East tensions
08/07/2026

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Markets could see heightened volatility this week as traders focus on key US inflation data amid ongoing Middle East tensions. Additionally, we cover the Bank of Japan’s summary and the Reserve Bank of Australia’s decision, US CPI, PPI, and retail sales, plus UK GDP, and examine what these events could mean for interest rates, the US dollar, major currencies, and commodities. Gain insight into potential market direction and key levels to watch in this week’s market outlook.

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Oil wavers amid doubts about Hormuz deal, stocks ease from record
08/06/2026

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Iran and Oman reach deal on Hormuz but final details still being worked
out. Oil prices hover around $75.00 as deal hinges on US approval. Dollar
trades sideways ahead of US payrolls report. Gold continues to edge
higher on Middle East optimism, softer dollar.

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Dollar retreats as oil slump eases Fed hike bets
08/05/2026

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US Treasury Secretary adds to hopes of imminent Hormuz deal. Dollar
slips as lower oil prices weigh on hike expectations. Yen retreats as
intervention impact fades. Stocks extend gains, gold rebounds on lower
yields.

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Dollar gains amid Middle East uncertainty, Wall Street extends rally on strong earnings
08/04/2026

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Dollar rebounds amid conflicting signals from the Middle East. Markets
await Friday’s NFP for Fed policy clues. Yen pulls back, but risks for more
intervention remain prominent. Wall Street rallies ahead of SpaceX and
AMD earnings.

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Oil slumps on Iran deal hopes, yen surges, chips wobble again
08/03/2026

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Trump cancels Iran attacks, raises hope of deal to open Hormuz; oil
plunges. Yen extends intervention gains as joint US-Japan action raises
the stakes. US futures edge up on lower yields but Korean chip stocks drag
Asia down. Gold shrugs off yen volatility as dollar steadies.

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Yen intervention sends shockwaves through FX markets
07/31/2026

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Yen surges after suspected Japanese intervention. BoJ keeps rates steady, signals further hikes ahead. BoE stays on hold, more members support a hike. Wall Street rebounds amid tech gains, gold stays above $4,000.

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Dollar, Gold & Stocks: Why Friday's Jobs Report Could Move Markets
07/31/2026

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Get ready for a busy week in the markets! Investors will be watching key US economic data, including ISM PMIs and the highly anticipated Non-Farm Payrolls report, alongside major earnings from Palantir, AMD, Disney and more. We'll also cover the outlook for the US dollar, gold, oil and the Canadian dollar as traders navigate Fed expectations, earnings season and geopolitical developments.

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Dollar slides after Fed holds rates steady; BoE and BoJ take center stage
07/30/2026

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Dollar slides after Fed decision, rebounds amid Middle East tensions. Markets assign 75% chance of a September rate hike. BoE and BoJ decisions put the pound and yen in focus. Wall Street traders keep gaze locked on earnings results.

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Chip rout deepens ahead of Fed decision and hyperscaler earnings
07/29/2026

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Chip selloff accelerates amid China competition and financing fears. Rotation out of AI chips boosts Dow Jones as Mag 7 earnings eyed. Dollar softer ahead of Fed decision, gold inches higher. Oil jumps again after Iran fires at US forces.

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Dollar finds support as risk appetite wanes
07/28/2026

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Risk appetite weakens ahead of the Fed and pivotal Microsoft and Meta
earnings. Nasdaq 100 index underperforms as investors shift to defensive
sectors. Oil prices ease, but geopolitical risks remain elevated. Dollar
supported by risk aversion, as investors eye a hawkish Fed stance.

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Dollar slips as risk appetite improves ahead of critical market events
07/27/2026

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Oil prices dip on the lack of fresh ME attacks; hopes for fresh ceasefire talks. Risk appetite improves, with US equities rebounding after another difficult week. Investors prepare for pivotal tech earnings, the Fed meeting and key US data releases. Dollar weakens; euro/dollar tests key resistance and dollar/yen remains above 163.

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Inflation fears pummel stocks as yields surge, yen tests 164
07/24/2026

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Intensifying US-Iran war sends Brent above $100, US yields to 18-month
high. Stocks take a dive as AI jitters exacerbate the selloff. But markets
calmer today as oil pares gains, upbeat PMIs help sentiment. Yen
continues to tumble, nearly hits 164 per dollar.

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Fed, BoE and BoJ decisions plus big tech earnings: What could move markets this week?
07/24/2026

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Markets face a pivotal week as major central bank decisions from the Fed, BoE, and BoJ, alongside blockbuster earnings and key economic data, take center stage. We break down the main events likely to move forex, commodities, and equity markets. Gain insight into potential market direction and the key levels to watch in this week's market outlook.

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Oil rises again as Mideast tensions worsen, euro firms ahead of ECB
07/23/2026

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Conflict in Middle East continues to deepen, oil futures jump to fresh highs. Dollar softer but yen continues to feel the pressure. Euro inches higher ahead of ECB decision as hawkish risks rise. Big Tech stocks fall after Alphabet earnings but chipmakers rise.

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Markets await technology earnings
07/22/2026

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Alphabet and Tesla earnings today as equity market feel wobbly. Oil prices rise as Middle East tensions persist despite mediators’ efforts. Mixed dollar performance but dollar/yen climbs to fresh record high above 163. Pound suffers under PM Burnham; gold and bitcoin pause their rallies.

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Dollar caught between geopolitical risks and earnings
07/21/2026

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Middle East tensions and upcoming earnings keep risk appetite in check. Oil rally pauses as a temporary US-Iran ceasefire is in the works. Mixed dollar movements allow both gold and bitcoin to rebound. Gilt yields rise and pound trades sideways as PM Burnham seeks borrowing flexibility.

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Dollar stalls even as geopolitical risks and oil rise
07/20/2026

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Dollar fails to capitalize on Middle East tensions. Soft inflation data and easing Fed hike bets weigh. Sterling benefits from politics, yen remains weak. Stocks fall ahead of earnings, gold rebounds.

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Stocks tumble as AI rout deepens; US-Iran strikes keep oil supported
07/17/2026

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Chip selloff accelerates, drags broader tech stocks lower. Oil headed for best week since April as fighting in Middle East intensifies. Risk aversion lends support to gold, dollar steady amid hawkish Fedspeak.

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Tesla, Alphabet & ECB: The Biggest Market Events This Week
07/17/2026

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Markets are gearing up for a big week! From the ECB decision and key inflation data to major tech earnings from Alphabet, Tesla, and Intel, traders have plenty to watch. Plus, oil remains volatile amid geopolitical tensions, while currencies including the euro, pound and loonie face key tests.

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Chip stocks whipsaw again, pound rallies on politics, gold slips
07/16/2026

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Chip stocks face fresh selloff despite upbeat earnings by ASML and TSMC.
US dollar falls to one-month low on softer PPI as Warsh stays mum on
rates. Pound jumps on reports of who will be the UK’s next finance
minister. US carries out more strikes on Iran but oil rebound stalls, gold
skids again.

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Softer US CPI supports risk appetite despite geopolitical tensions
07/15/2026

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US dollar weakens on softer CPI, but Warsh keeps rate hikes on the table. Focus shifts to today’s PPI report after Middle East hostilities persist. US equities ignore higher oil prices, benefit from strong earnings and lower Fed hike bets. Aussie maintains gains despite weak Chinese data; loonie rally threatened by a dovish BoC.

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Dollar rally pauses ahead of CPI and Fed Chair Warsh’s testimony
07/14/2026

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Dollar rally pauses even as Middle East tensions further bolster Fed hike bets. US CPI inflation data and Fed Chair Warsh’s testimony in focus. Yen falls as Japan has no immediate plans to alter pension fund strategy. Wall Street and gold slide ahead of today’s key events.

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Middle East tensions fuel Fed hike bets and risk aversion
07/13/2026

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Dollar rises as US-Iran conflict increases inflation fears. Markets focus on
CPI and Fed Warsh’s testimony. Yen weakens after initial rally on Japan’s
pension fund plans. Stocks and gold fall amid escalating Middle East
hostilities.

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Dollar retreat deepens as Fed hike bets ease, yen and stocks rally
07/10/2026

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Dollar weakens as Trump’s Iran remarks ease inflation fears. US CPI next
week to reshape Fed rate expectations. Yen jumps on Japan pension fund
investment plans. Wall Street gains as AI and chip stocks rally; gold
rebounds.

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Markets brace for June CPI & Warsh's congressional debut
07/10/2026

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This video breaks down the key market drivers for the week ahead, focusing on the upcoming June CPI report and Fed Chair Kevin Warsh's first semi-annual congressional testimony. Markets will also digest a flurry of US data—retail sales and producer prices—as well as China’s latest quarterly GDP growth figures. Meanwhile, monetary policy takes the spotlight as the Bank of Canada is projected to hold rates unchanged. Stay ahead of the key events that could drive volatility across global markets in this week's market outlook.

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Dollar slips after Fed minutes; Geopolitics keep markets on edge
07/09/2026

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Dollar retreats as Fed minutes fail to strengthen hawkish bets. Middle East tensions keep inflation concerns elevated. Yen continues to weaken despite intervention risks. Stocks remain cautious, gold rebounds moderately.

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Risk appetite stumbles as geopolitical risks resurface
07/08/2026

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Middle East tensions return to the spotlight, pushing oil prices higher. RBNZ delivers a hawkish hike, raising questions about other central banks. Fed minutes will be closely watched as September hike odds remain elevated. Risk appetite fades; the dollar stands ready to benefit.

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