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Cryptocurrency: BlackRock’s bitcoin ETF assets have surpassed those of the firm’s gold fund.
Equities: Goldman’s sentiment indicator soared last week and is now deep in “stretched” territory.
Commodities: Iron ore is down this morning, with the market disappointed by Beijing’s stimulus announcement.
Global Developments: How do equity indices respond to tariff announcements?
The United States: The FOMC has been assigning a lower upside risk to inflation. Is the central bank too complacent?
The Eurozone: French shares continue to widen their underperformance vs. Germany.
Asia-Pacific: Japan’s current account surplus tanked in September but showed strong performance for the first half of the fiscal year.
Food for Thought: Cuba’s crude oil imports:
Edited by William Villacis
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