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Analysis

BoE and Fed in focus – Presidential election to further impact markets

Important news for the day

  • Thu, 7th, 13:00 CET        UK        BoE interest rate decision.
  • Thu, 7th, 20:00 CET        US        Fed interest rate decision.

USD volatility

Today traders should expected a rise in volatility during the interest rate decisions. First, the Bank of England will start their rate decision and it is expected that the Central Bank will cut interest rates to 4.75%. The Dollar is currently showing the biggest gain since 2020. With Trump being elected treasury yields have started to rise again, causing bonds to proceed lower. Potentially imposed new tariffs seem to already play out in markets. Meanwhile the Pound might be prone to further profit taking and could lose against the Dollar, while the positive risk sentiment might still cause the AUD to rise.

Market talk

Gold prices continue their way to lower levels as profit taking continue due to the stronger Greenback. Also Silver has weakened substantially and keeps trading below the recently important support zone of USD 31.50. Oil remains positive but might turn lower as well based on the technical long- term charting pattern. Whether Trump can curb oil prices to support the economy might be in question, whereas the general trend and increase in output numbers might be bearish for the market. Meanwhile crypto markets have jumped higher with most tokens continue to rise. In particular Bitcoin looks positive as it is trading above te USD 75.00 level.

Tendencies in the markets

  • Equities positive, USD strong, cryptos stronger, oil sideways, metals weaker, JPY weak.

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