Edward le FeuvreMarkets steadied after last week’s volatility as the US shutdown ended, AI stocks wobbled, China showed quiet strength, and Fed rate-cut optimism cooled. A week driven by policy shifts, trade signals, and investor caution
Edward le FeuvreA volatile Week 45 saw the Fed halt QT, tech unwind sharply, and tariff uncertainty return. Gold steadied, crypto stumbled, and global markets recalibrated as policy shifts clashed with weakening data and rising geopolitical noise.
Edward le FeuvreMarkets rallied on trade peace and tech validation as the Fed struck a cautious tone. From Gibraltar, Ed explores how the “Strait truth” of hawkish policy, AI optimism, and private credit’s new power defined Week 44’s fragile calm.
Edward le FeuvreMarkets steadied as hope replaced fear. The Trump-Xi summit lifted sentiment, Rosneft sanctions spiked oil, and gold paused its rally. From Gothenburg, Ed reflects on how patience and process outperformed panic in volatile October.