Core Viewpoint - The U.S. Federal Reserve's decision to restart interest rate cuts is expected to benefit housing shares, which have shown positive movement in recent weeks as markets anticipate more monetary easing [1] Group 1: Impact on Housing Shares - Housing shares are identified as a sector that may gain from the Federal Reserve's interest rate cuts [1] - Recent weeks have seen an uptick in housing shares as the market adjusts to the prospect of increased monetary easing [1]

Economic Indicators - U.S. housing starts decreased by 8.5% month-over-month to an annual rate of 1.307 million units in August, missing market estimates of 1.37 million [5] - Building permits also fell by 3.7% to an annualized rate of 1.312 million in August [5] Stock Market Performance - Major U.S. stock indices showed mixed results, with the Dow Jones up 0.57% to 46,018.32, while the S&P 500 fell 0.097% to 6,600.35 and the Nasdaq Composite declined 0.33% to 22,261.33 [6][7] - Futures for major indices were higher, with Dow Jones up 0.75%, S&P 500 up 0.89%, Nasdaq 100 up 1.06%, and Russell 2000 up 1.50% [2] Company Earnings - General Mills Inc. reported fiscal 2026 first-quarter results slightly above Wall Street expectations [4] - Manchester United PLC shares fell over 6% after reporting mixed fourth-quarter financial results [4] - Darden Restaurants Inc. rose 1.03% in premarket trading ahead of its earnings report, with analysts estimating earnings of $2.00 per share on revenue of $3.04 billion [18] - FactSet Research Systems Inc. was up 1.15% as analysts expect earnings of $4.13 per share on revenue of $593.45 million [18] - FedEx Corp. was up 0.12% ahead of its earnings report, with estimates of $3.62 per share on revenue of $21.67 billion [18] Market Sentiment and Projections - Analysts suggest that the S&P 500 could see substantial growth in the second year of the Federal Reserve's monetary easing, with historical returns averaging over 16% [8][10] - The first year of the current rate-cutting cycle has already yielded a return of over 17%, surpassing the historical first-year average of 9.6% [10] - The Federal Reserve's projections indicate a modest decline in the federal funds rate to 3.4% by the end of 2026, suggesting a restrictive policy environment [13]

Neils ChristensenNeils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada. He has worked exclusively within the financial sector since 2007, when he started with the Canadian Economic Press. Neils can be contacted at: 1 866 925 4826 ext. 1526 nchristensen at kitco.com @Neils_cShareDisclaimer: The views expressed ...

Group 1 - Investors are increasing bullish bets on Asia's emerging equities due to expectations of further monetary easing outweighing domestic risks [1][2] - The Federal Reserve is anticipated to cut rates by approximately 67 basis points by year-end, including a 25-bps reduction [2] - Asian central banks, including Indonesia, Thailand, and the Philippines, have recently cut rates in response to softening growth [3] Group 2 - Positive fundamentals in Southeast Asian companies, particularly in Indonesia and Thailand, are expected to support a bullish outlook [4] - The MSCI Asia ex-Japan index reached an all-time high, contrasting with the S&P 500's year-to-date gain of around 12% [4] - India remains a preferred market due to its strong growth narrative and earnings potential [5] Group 3 - South Korea's "Value-Up" program is seen as a positive driver for unlocking shareholder value, supported by corporate governance reforms [6] - Allspring Global Investments maintains a constructive view on South Korean shares, indicating confidence in structural growth drivers [6]

Stocks and currencies in developing economies extended their rally as investors turned their focus to the pace of US monetary easing beyond the rate cut that policymakers are widely expected to deliver on Wednesday https://t.co/h4cBn3t2Mb ...

Group 1 - The U.S. Federal Reserve is expected to reduce its benchmark interest rate for the first time since December, aiming to support a weakening labor market, with nearly six quarter-point cuts anticipated by the end of next year [2][5] - Historically, stock gains tend to follow the initiation of an easing cycle, particularly benefiting sectors tied to the domestic economy's cyclicality, such as banks, homebuilders, and materials companies [3][4] - The small-cap Russell 2000 index is outperforming the large-cap S&P 500 this quarter, indicating that investors may be positioning themselves ahead of the anticipated rate cuts [4] Group 2 - Investors are hopeful that rate cuts will prevent further labor market weakness, creating a "Goldilocks" environment where lower rates coincide with economic stability [5] - There is a concern that the current economic outlook may be overly optimistic, with potential risks of a recession that could impact stock valuations [6] - The Federal Open Market Committee's upcoming statement and projections will be critical in determining market reactions and aligning with investor expectations [6]

CONCLUDED Stock Market News From Sept. 17, 2025: Dow Gains After Fed Decision Last Updated: The dollar was edging higher but hovering near two-and-a-half-month lows as investors braced for a widely anticipated interest-rate cut from the Federal Reserve. The market prices a 97% chance of the Fed cutting rates by 25 basis points and a 3% chance of a 50bp cut in a decision later today, LSEG data show. A larger rate cut would put significant pressure on the dollar, Commerzbank's Thu Lan Nguyen said in a note. T ...

Core Viewpoint - Gold prices have reached a new record high as investors anticipate a Federal Reserve rate cut and potential further monetary easing in the coming months [1] Group 1: Gold Price Movement - Gold surpassed its previous all-time high of approximately $3,685 per ounce, supported by a decline in the US dollar to its lowest level in over seven weeks [2] - As of 9:01 a.m. Singapore time, gold rose 0.2% to $3,686.39 per ounce, following a 1% gain on the previous day [5] Group 2: Economic Factors Influencing Gold - Weak labor data and the absence of significant inflation surprises have increased expectations for additional rate cuts this year, which is favorable for gold as it does not yield interest [2] - The Federal Reserve is expected to release its quarterly economic and rate forecasts, which could further influence market sentiment [2] Group 3: Political Influence - US President Donald Trump's pressure on the Federal Reserve, including attempts to remove Governor Lisa Cook, has strengthened expectations for a more dovish monetary policy [3] - Economic advisor Stephen Miran is anticipated to join the Federal Reserve, potentially impacting future monetary policy decisions [3] Group 4: Market Trends and Predictions - Gold has surged over 40% this year, outperforming major assets like the S&P 500 index, and has recently exceeded its inflation-adjusted peak from 1980 [4] - Goldman Sachs has projected that gold prices could approach $5,000 per ounce if just 1% of privately-held Treasuries are allocated to gold [4]

Group 1 - The U.S. dollar has fallen to a four-year low against the euro, driven by expectations of a Federal Reserve interest rate cut this week [1][2] - The euro increased by 0.9% to $1.1867, marking its highest level since September 2021, while the U.S. dollar index dropped 0.7% to 96.636, the lowest since July 1 [1][2] - Investors are anticipating a 25-basis-point rate cut by the Fed, influenced by softening labor market data [2][3] Group 2 - The dollar is under pressure as investors expect a dovish message from the Fed, with a focus on supporting labor markets [3][4] - Fed Chair Jerome Powell is scheduled to hold a press conference following the release of the Fed's policy statement [3] - Despite a rise in U.S. retail sales in August, concerns about economic growth persist due to labor market weakness and rising goods prices from tariffs [5][6] Group 3 - The Bank of England may ease concerns about inflation as the U.K. jobs market shows signs of slowing, with wage growth decreasing to 4.7% [6][7] - The number of workers on payrolls in the U.K. has fallen for seven consecutive months, indicating potential economic challenges [7]

Group 1: Company Overview - Capital B, Europe's first Bitcoin Treasury Company, has completed multiple capital increases to strengthen its Bitcoin reserves [1][2] - The company has acquired a total of 48 additional bitcoins valued at approximately $5.6 million through recent fundraising rounds [2][3] - Following these purchases, Capital B and its Luxembourg-based subsidiary now hold a total of 2,249 bitcoins, acquired at a total cost of $242.4 million with an average price of $107,902 per coin [5] Group 2: Financial Performance - Capital B reported a bitcoin yield of 1,536.6 percent since the start of the year, translating into a gain of 614.6 bitcoins and over $71.3 million in profit [4] - An additional capital increase is expected to finance the purchase of about 18 more bitcoins, which would raise total holdings to 2,267 [5] Group 3: Market Context - Bitcoin has recently crossed $116,000, extending its gains by almost 5% over the past week [1] - Bitcoin is currently trading above its 20-day and 50-day exponential moving averages, indicating a strong market position [6] - Despite the positive market performance, some analysts express caution regarding Bitcoin's relative underperformance compared to gold and equities [7][8]