Group 1: Gold Market - Gold prices rebounded slightly after two days of significant decline, reaching a peak of $4154 before closing at $4125.81, but have since dropped to around $4070 [1] Group 2: U.S. Economic Indicators - U.S. stock indices closed higher, with the Dow Jones up 0.31%, S&P 500 up 0.58%, and Nasdaq up 0.89% [2] - The U.S. Senate voted against a bill to pay federal employees during the government shutdown, which has lasted 23 days and could become the longest in history if it continues past November 4 [5][7] - Analysts expect the U.S. Consumer Price Index (CPI) for September to show a core CPI increase of 0.3% month-over-month and 3.1% year-over-year, indicating a potential easing of inflation [7][9] Group 3: U.S.-Canada Trade Relations - President Trump announced the termination of trade negotiations with Canada due to allegations of Canada using false advertising against U.S. tariffs, which he claims are crucial for national security [4] Group 4: Geopolitical Tensions - President Putin warned of a strong response if the U.S. launches "Tomahawk" missiles against Russian territory, amidst ongoing tensions regarding military support for Ukraine [11] - The U.S. military has been active near Venezuela, with reports of a B-1B bomber approaching its coast, indicating potential military actions [16]

Group 1 - The market dynamics this week are complex, influenced by interest rate paths, economic growth expectations, and central bank policy signals, with key focus on US CPI, PPI, and Fed Chair Powell's speech [1] - Stock market shows cautious optimism due to breakthroughs in diplomacy, trade negotiations, and easing global tensions, bolstered by President Trump's positive remarks urging Americans to "buy immediately" [1] - Despite the UK trade agreement providing tariff exemptions for key goods, US-China dialogue continues, with Trump viewing recent talks in Switzerland as a potential "reset" to ease the trade war [1] Group 2 - Geopolitical developments, such as the ceasefire between India and Pakistan and Russia's call for direct negotiations with Ukraine, have positively impacted the market, with traders focusing on broader diplomatic shifts [2] - Key economic data to watch includes US CPI expected to remain at 2.4% and core CPI projected to drop from 2.8%, which may strengthen expectations for a shift in Fed policy [2] - On May 15, significant data releases include UK GDP growth forecast at 0.0% and US PPI expected to rebound to 0.2%, indicating potential inflationary pressures that complicate the Fed's outlook [2] Group 3 - Overall, the market reflects reduced disruptions from global diplomatic issues, but increased focus on economic direction, with traders weighing inflation data against central bank communications [3] - Market positioning will depend on whether macro signals support easing policies or suggest further tightening is necessary, amidst uncertainties from trade negotiations [3]