Silver hits $51.60 all-time high today after breaking $50 for first time since 1980. Can it reach $60? Trump tariffs and Fed cuts drive safe-haven surge.
New 100% drug tariffs begin Oct 1; trucks 25%, furniture 30%, cabinets 50%. Will costs pass through to patients or be absorbed by manufacturers this quarter?
Small caps joined fresh U.S. highs after the Fed's cut, but durability now hinges on PMI's core PCE, yields, and earnings in a data-heavy week for risk appetite.
Surprise 25 bp cut puts BI's 7‑day reverse repo at 4.75% with CPI 2.31% and core 2.17%: is this the floor, or could more easing follow if the rupiah holds?
ECB meets with inflation at 2.1% and core 2.3%; deposit at 2.00%. Hold likely today, with guidance on wages and services steering EUR and Bunds after presser.