market news: macro

central bank decisions, rates, inflation and data releases, explained through their market impact.

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macro

Rupee Seen Staying Weaker Than 94 per Dollar Through 2026

Moneycontrol’s survey points to oil and US Treasury yields limiting the rupee’s gains, while the RBI is expected to raise rates again in December.

USD/INRBrentUS 10Y Treasury yieldRBI policy rateDollar Index

1 source · Moneycontrol

macro

Goldman Sachs turns bullish on stocks through year-end

Goldman Sachs raised its three-month view on U.S. and Asian equities, citing resilient earnings and cheaper valuations while warning on rates and energy.

S&P 500U.S. 10-year TreasuryU.S. 30-year TreasuryGlobal technology stocksShort-term Treasury bills

1 source · MarketWatch

macro

Banks revise targets and ratings for a range of U.K. stocks

Berenberg, Bernstein, Deutsche Bank, Jefferies, JPMorgan and RBC adjusted targets or ratings for several U.K. companies.

SSP GroupDiageoJohnson Service GroupPennon GroupIntermediate Capital GroupNational Grid

1 source · dpa-AFX

macro

Jui Li and Li Cheng report September 2026 revenue figures

Jui Li Enterprise posted higher September revenue but lower year-to-date sales, while Li Cheng recorded increases in both periods.

Jui Li Enterprise Co. Ltd.Li Cheng Enterprise Co. Ltd.

2 sources · Dow Jones Newswires

macro

Ameriprise and Odyssean disclose stakes in two UK companies

Ameriprise Financial cut its Mobius Investment Trust holding to 4.980000%, while Odyssean Investment Trust reported a 3.150142% stake in Diaceutics.

Mobius Investment Trust PLCDiaceutics PLCAmeriprise Financial, Inc.Odyssean Investment Trust PLC

2 sources · London Stock Exchange

macro

THORChain to host an ecosystem livestream on October 17

Coindar reports that THORChain will hold an Ecosystem Spotlight podcast on Riverside at 15:00 UTC on October 17, featuring Eidex and live audience questions.

RUNETHORChain

1 source · Coindar

macro

Euro Nears 17-Month Low as French Debt Concerns Weigh

The euro fell below $1.12 amid concerns over France’s debt and budget cuts, while markets awaited US inflation data and central-bank comments.

EUR/USDBrentUS CPIFederal ReserveEurozone rates

1 source · Trading Economics

macro

74Software and Nexans disclose share buyback transactions

74Software bought 10,588 shares worth €384,574, while Nexans purchased 24,000 shares under buyback programs between October 5 and 9.

74SoftwareNexansFR0011040500FR0000044448

3 sources · GlobeNewswire, globenewswire.com

macro

JPMorgan lifts Biogen rating as shares gain 2.1%

JPMorgan raised Biogen to Overweight and assigned a $300 target, pointing to a more compelling set of pipeline catalysts expected in 2027.

BIIB

1 source · Seeking Alpha