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Saturday, 24 October 2026

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Economy

China: Easing case strengthens on weak PMIs – Commerzbank

Commerzbank’s Dr. Henry Hao argues that two months of broad Purchasing Managers' Index (PMI) contraction leave China’s Gross Domestic Product (GDP) growth tracking below the official 4.5%-5.0% target, intensifying press…

Japan Inc is betting big on India as China risks deepen

India's commerce minister Piyush Goyal led the country's largest-ever business delegation to Japan last week in a bid to expand trade and investment ties between the two countries. His visit came as Japan's deepening pu…

Brinker International director DePinto sells $5.76m in shares

BRINKER INTERNATIONAL, INC (EAT) director Joseph Michael DePinto reported mixed insider activity. On 2026-08-28, he sold 25,000 shares of common stock at a weighted average price of $230.39, in multiple trades between $…

Kushner states regret over World Cup sell-off plan

Venture capitalist Joshua Kushner, who was set to be the lead investor in Fifa president Gianni Infantino's scrapped plan to sell off stakes in the World Cup, says he now regrets joining the proposal.

Mexican Peso appreciates as USD/MXN dives on USD weakness

The Mexican Peso (MXN) appreciates by about 0.20% against the US Dollar (USD) on Monday, even as risk appetite deteriorated amid the escalation of the US-Iran conflict, which triggered a jump in energy prices. This exer…

NZD/USD Price Forecast: Bulls defend trendline above 0.5900

The NZD/USD is poised to finish Monday’s session virtually unchanged near its opening price, despite a modest 0.08% gain as the US Dollar weakens amid rising tensions in the Middle East. The pair trades above 0.5900.

Gold slips as Warsh Fed hike bets, Oil rally lift US yields

Gold (XAU/USD) price retreats some 0.40% on Monday after last Friday's hawkish remarks by Federal Reserve (Fed) Chair Kevin Warsh, which sparked speculation of a possible rate hike at the September meeting. Despite this…

US Dollar: Warsh boosts policy credibility – OCBC

OCBC FX Strategist Sim Moh Siong and Christopher Wong note that Fed Chair Warsh’s Jackson Hole speech eased debasement concerns and supported the Dollar, with Gold lower and the US yield curve flatter. They say structur…

Bank of Canada: Policy on hold as tariffs bite – Rabobank

Rabobank strategists expect the Bank of Canada (BoC) to keep its overnight rate at 2.25% at the September 2 meeting and through 2027, despite markets pricing in around 17bp of tightening by year-end. They highlight stro…

The Warsh pivot markets didn’t expect

(This is the free version of CWS Market Review. If you like what you see, then please sign up for the premium newsletter for $20 per month or $200 for the whole year. If you sign up today, you can see our two reports, “…