JDFN Financial Network

Forex Daily

Indian Rupee: Range consolidation with growth support against US Dollar – Commerzbank

Commerzbank’s Charlie Lay highlights India’s composite PMI at a four‑month high, reinforcing resilient growth and aligning with the RBI’s upgraded GDP forecast. Softer price pressures could allow the RBI to pause in December, though further tightening is possible.

15 Editions. One Industry. One Day in London: FM Summit London Returns on 24 November

On 24 November, Old Billingsgate brings together the decision-makers, industry leaders and companies shaping financial markets.

Equities: AI rotation favours smaller caps and overlooked sectors - HSBC

HSBC Asset Management discusses how the AI-led tech sell-off exposed fragility in mega-cap indices like the S&P 500 and Nasdaq. The report argues that equal-weighted benchmarks and left-behind sectors could benefit if AI stumbles or even if it continues, as spillovers and broader capex lift Industrials and Financials. Globally diversified portfolios across sectors and market caps are seen as well positioned.

Euro pares some losses against British Pound as Oil, French yields dip

The Euro (EUR) bounces up against the British Pound (GBP) on Monday, favoured by a somewhat brighter market sentiment, as Oil prices retreat from six-month highs and France’s debt rating spared a downgrade over the weekend.

CEE: First 3Q26 GDP estimates in the region

Global events will be in the spotlight next week, with both the US Federal Reserve and the ECB holding monetary policy meetings. We expect the Fed to leave interest rates unchanged on Wednesday, in line with market expectations.