Market topics
GGMA market coverage by topic: central banks, inflation, jobs, bonds, currencies, oil and the AI trade.
- Federal Reserve (139) — Federal Reserve policy decisions, FOMC meetings, Fed speakers and what they mean for US rates and the dollar.
- European Central Bank (91) — ECB rate decisions, Governing Council commentary and the outlook for euro area rates.
- Oil (68) — Brent and WTI prices, OPEC+ supply and energy market risks.
- Australia and the RBA (60) — Reserve Bank of Australia decisions, Australian inflation and jobs data, and the Australian dollar.
- AI trade (59) — AI spending, chipmakers and the big technology stocks driving equity markets.
- Middle East (55) — Iran, the Strait of Hormuz, Red Sea shipping and geopolitical risk for oil.
- China (50) — Chinese growth, trade, the PBoC and the yuan.
- Bank of Japan (45) — Bank of Japan decisions, Outlook Reports, JGB purchases and the path of Japanese rates.
- US labour market (35) — Nonfarm payrolls, jobless claims, JOLTS and US unemployment.
- Bank of England (34) — Bank of England rate decisions, MPC votes and the outlook for UK rates.
- US economy (33) — US growth, ISM surveys, retail sales and consumer confidence.
- Swiss National Bank (23) — Swiss National Bank policy, sight deposits, currency intervention and the Swiss franc.
- Japanese yen (22) — USD/JPY, yen weakness and the risk of Japanese currency intervention.
- South Korea (22) — The Kospi, the Bank of Korea and the Korean won.
- Tariffs and trade (20) — US tariffs, trade negotiations and their market impact.
- Bank of Canada (13) — Bank of Canada decisions, Canadian data and the Canadian dollar.
- US inflation (12) — US CPI, PCE and producer prices: the inflation data that steers the Fed.
- Japan inflation (9) — Tokyo and national CPI, wages and the inflation data the Bank of Japan watches.
- Reserve Bank of New Zealand (8) — RBNZ decisions, New Zealand inflation and the kiwi dollar.
- UK economy (6) — UK inflation, jobs, GDP and the gilt market.
- US Treasuries (5) — Treasury yields, auctions and the US bond market.
- Gold (4) — Gold prices, central bank buying and safe-haven demand.