Singapore Tightens Monetary Policy Amid Middle East War Inflation Risks 
Gold Prices Dip but Hold Weekly Gains Amid Iran Ceasefire Hopes 
India's Central Bank Holds Rates Amid Iran War Energy Shock 
Bank of Japan Eyes Further Rate Hikes Amid Middle East Tensions and Inflation Pressures 
South Korea's Capital Markets Rebound as Foreign Investors Return 
Australia's Job Market Holds Firm in March 2026 with Strong Full-Time Hiring 
China's New Home Prices Continue to Fall in March Despite Signs of Recovery in Major Cities 
Bank of Japan's Ueda Flags Low Real Interest Rates as Key Factor in Rate Hike Timing 
Stocks Surge as Strait of Hormuz Reopens, Oil Prices Plunge 
Bank of Korea Nominee Shin Hyun-song Signals Possible Rate Hike Amid Middle East Inflation Fears 
Chile's Kast Unveils 40-Point Economic Reform Package to Boost Growth 
US Dollar Weakens Near Six-Week Lows Amid Iran Ceasefire Hopes 
U.S. Stock Futures Rise as S&P 500 and Nasdaq Reach Record Highs 
Singapore's Non-Oil Domestic Exports Surge 15.3% in March 2026 on AI Demand 
The Federal Reserve kicked off its rate-cutting cycle earlier this month with a 50-basis-point cut. The upcoming October nonfarm payrolls report, expected on Friday, will be closely watched. Economists project the U.S. to have added around 144,000 jobs, providing insights into how the labor market is performing amid rate changes.
The data is key for investors looking to gauge a "soft landing," where inflation is curbed without major impacts on economic growth. If the numbers disappoint, recession concerns may rise. Conversely, stronger-than-expected job growth could signal that the Fed may not cut rates as aggressively as some expect.
Powell’s Speech on Economic Outlook
Fed Chair Jerome Powell will speak to the National Association for Business Economics on Monday. His remarks are likely to echo his previous press conference, where he cited growing confidence in controlling inflation and the shift in risks affecting the labor market as justification for the outsized rate cut. Additionally, comments from regional Fed presidents Bowman, Bostic, Barkin, and Williams are anticipated this week.
Labor market data from Tuesday’s Job Openings and Labor Turnover Survey (JOLTS) and Wednesday's ADP private sector report will provide further indications before the main jobs report.
Q4 Market Volatility
The fourth quarter begins amid continued market volatility. Stocks have recently hit record highs, and China’s stimulus efforts have impacted global borrowing costs and oil prices. The upcoming U.S. election in November is expected to add more uncertainty to market dynamics.
Eurozone Inflation Trends
The eurozone is set to release flash September inflation data on Tuesday, a key indicator as the European Central Bank debates further rate cuts in October. Economists expect inflation to fall below the ECB's 2% target, primarily due to lower energy prices.
Oil Prices Fluctuate
Oil prices fell over the past week, with Brent crude down about 3% and U.S. crude futures dropping 5%. While China’s economic stimulus offered support, supply concerns grew following reports that OPEC+ will proceed with plans\ to increase production by 180,000 barrels per day starting in December. Energy traders will be watching labor market data, as interest rate cuts typically boost economic activity and energy demand.
—Reuters contributed reporting
