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A Traders’ Weekly Playbook: Central Banks, AI Earnings, and Market Setups to Watch
The FOMC meeting will be the headline risk event. A 25bp cut is fully priced and viewed as a done deal, but the real debate centres on what a “hawkish cut” looks like and whether the statement and Powell’s press conference aligns to that well-subscribed outcome. Understanding exactly what constitutes a 'hawkish cut' is difficult to quantify given the Fed are still yet to receive the upcoming November NFP (16 Dec) and CPI (18 Dec) prints, and we also consider the composition of the Fed in 2026, a factor which remains a major grey area - and specifically around how closely aligned the future governors and ... (full story)
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From marctomarket.com | Dec 6, 2025
The US dollar traded heavily last week, losing ground to all the G10 currencies, but the Swiss franc. The franc seemed to be dragged down by the use of it rather than the yen as a funding currency. Japanese officials protested the pace of the yen's weakness, while Swiss authorities seem to welcome the franc's pullback, not only against the dollar but the ...
The bond market’s reaction to the Federal Reserve’s interest-rate cuts has been highly unusual. On that point, at least, there is broad agreement on Wall Street. By some measures, a disconnect like this, with Treasury yields climbing as the central bank lowers rates, hasn’t been seen since the 1990s. What exactly it means, though, is another matter. ...
The Federal Open Market Committee (FOMC) is heading into its final meeting of 2025 amid an unusually high level of internal disagreement. Five of the twelve voting members have publicly voiced skepticism or outright opposition to further rate cuts, while three governors at the Fed’s Washington headquarters support easing. This level of division three or ...
