📈 Wall Street Rebounds Slightly
US indices recovered part of Friday’s losses after Donald Trump’s conciliatory weekend message and signals from Beijing suggesting readiness to resume trade talks.
💬 Talks Still On the Table
Scott Bessent confirmed that the Trump–Xi meeting remains scheduled, though he warned the prolonged government shutdown is starting to weigh on economic activity. Meanwhile, China’s Ministry of Commerce said discussions with the US continue, even as Beijing launched an investigation into US tariffs affecting its transport sector.
🇺🇸 Market Overview
S&P 500 gained 1.5%, Nasdaq +2.2%, but futures opened weaker today (US500 -0.35%, US100 -0.5%). In Asia, markets are mostly lower: Nikkei 225 -0.35%, HK.cash -0.2%, while South Korea’s 🇰🇷 KOSPI hit a record high thanks to Samsung’s strong outlook.
🇦🇺 Australia in Focus
NAB Business Confidence rose to 7 points in September (vs 4 in August). The RBA minutes revealed patience regarding rate cuts, noting strong property activity despite restrictive rates. The bank considers AUD’s strength consistent with fundamentals, signalling no further tightening ahead.
🏦 Global Outlook
Goldman Sachs warns the US shutdown could become the longest ever, trimming 0.11% off Q4 growth weekly. Yet GS expects a rebound once the government reopens and anticipates a Fed rate cut in October. Rabobank sees AUD/USD rising from 0.65 short term to 0.68 within a year.
💰 Commodities
Gold surged to $4,167/oz, Silver above $53/oz with borrowing costs hitting 30% per month on the London exchange — forcing shorts to cover. Oil slipped below $60/barrel (WTI), and natural gas nears $3/MMBTU.
🗓 Today’s Highlights
- 🇺🇸 No macro data due to shutdown
- 🗣 Fed Chair Powell speaks at 18:20 CET
- 🧾 Earnings season begins: JP Morgan, Goldman Sachs, Citi, Wells Fargo, BlackRock, and J&J report today.
🚀 Stay tuned with NordFX for all the latest market updates — trade smart and stay ahead of the curve! 💹
면책 조항: 본 게시글에 표현된 견해는 전적으로 작성자의 견해이며 Followme의 공식 입장을 대변하지 않습니다. Followme는 제공된 정보의 정확성, 완전성 또는 신뢰성에 대해 책임을 지지 않으며, 서면으로 명시적으로 언급되지 않는 한 해당 내용을 기반으로 취해진 어떠한 조치에 대해서도 책임을 지지 않습니다.
더 오래된 의견은 없습니다. 소파를 가장 먼저 잡으십시오.