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Market Minutes
Read snapshots of the latest market news
Gold drops amid US monetary policy uncertainty
Gold prices fell sharply after hawkish commentary from several Federal Reserve officials reduced the market’s confidence in near-term easing. At the same time, oil rallied following damage to Russian energy infrastructure that disrupted exports. Meanwhile, the activity indicators from China surprised to the downside, prompting modest weakness in Chinese equities.
Fed rate-cut odds drop: markets pull back
Hawkish commentary from several Federal Reserve officials prompted a marked repricing of policy expectations and a sharp correction in equity markets. The market-implied probability of a 25-basis-point cut at the December FOMC meeting fell significantly, and major US indices declined by more than 1.5 per cent.
AMD and Anthropic reaffirm commitment to AI
Technology firms continue to prioritise investment in artificial intelligence infrastructure as they compete for market share. Advanced Micro Devices (AMD) reiterated its focus on AI, with management forecasting strong multi-year revenue growth, while Anthropic announced a substantial multi-year infrastructure spend.
Pound edges lower on weak UK employment data
The United Kingdom’s labour market showed signs of deterioration this month: the unemployment rate rose and payrolls contracted, prompting renewed uncertainty over the Bank of England’s policy path and weighing on sterling.
Markets rebound on hopes of shutdown resolution
Major US equity indices rallied as markets welcomed the Senate’s approval of a funding bill that—if passed by the House and signed by President Donald Trump—would end the federal shutdown. The prospect of restored government operations reduced policy uncertainty and boosted risk appetite.
US markets fall amid employment and consumption worries
US equity indices closed the week lower amid growing concern over the absence of official employment data, elevated valuations in technology stocks and a deterioration in consumer confidence.
US markets slide amid tech overvaluation worries
US equity indices fell for the week as investors reassessed lofty valuations in technology stocks—particularly firms exposed to artificial intelligence (AI)—while the ongoing US federal funding lapse raised concerns about delayed official employment statistics.
ADP jobs top forecasts; US tariffs spark concern
Private payrolls unexpectedly rose more than analysts had forecast, tempering near-term expectations of Federal Reserve easing, while the US Supreme Court heard arguments that could curtail the White House’s authority to impose tariffs.
Private hiring dips amid US shutdown; dollar strengthens
Private-sector job postings have fallen sharply while the US federal funding lapse approaches record length, generating heightened market uncertainty. US equities fell on the shutdown-related risks, while the US dollar strengthened as markets questioned the likelihood of a December Fed rate cut.
Palantir at record high as US markets show mixed performance
The Nasdaq outperformed other US indices after Palantir Technologies reported stronger-than-expected third-quarter results and raised guidance for Q4 2025 on robust AI demand. By contrast, the Dow underperformed amid a soft ISM manufacturing PMI, which extended the sector’s run of contraction to eight months.