China: Constrained but still central to growth – Rabobank

RaboResearch stresses that China’s production-oriented model, weakened by property and debt strains, increases reliance on manufacturing exports as US market access narrows.

USD/CHF Price Forecast: Double top threatens 0.8220 support

The USD/CHF struggles at 0.8350, dives below the 0.8300 figure as a ‘double top’ chart pattern looms in the daily chart, even though the overall trend is up. The pair trades at 0.8269, down almost 1%.

Vietnamese Dong: Trade deal hopes and stable FX – Commerzbank

Commerzbank analysts discuss Vietnam’s progress toward a US trade deal, which officials say is essentially complete and could be signed soon. The agreement aims to address tariffs, transshipment and regulatory standards, potentially easing a key growth headwind.

Gold defies 6.3% US PPI as Treasury yield slide fuels rally

Gold price climbs after another US inflation report on Thursday. Although the snapshot of US wholesale inflation came in hotter than expected, it was already priced in by investors, who trimmed their hawkish bets on the Federal Reserve (Fed).

Bitcoin rebounds to $82,000 as PPI hits 6.3%, nearly $1B liquidated

Bitcoin (BTC) recovered near $82,000 on Thursday after briefly falling below $80,000, paring losses triggered by hotter-than-expected US inflation data.

VanEck withdraws SEC registration for its Lido Staked Ethereum ETF

VanEck told the SEC it does not intend to proceed with the planned distribution of its Lido Staked Ethereum ETF shares, without giving a reason.

The post VanEck withdraws SEC registration for its Lido Staked Ethereum ETF appeared first on Forex Crunch.

FSB chair Bailey warns stablecoin crisis rules untested ahead of G20

FSB chair Andrew Bailey warns stablecoin crisis-management frameworks are untested under stress and cross-border cooperation is immature, days before the 15 October G20 meeting.

The post FSB chair Bailey warns stablecoin crisis rules untested ahead of G20 appeared first on Forex Crunch.

TD Cowen: CFTC crypto rules face race against 2028 election clock

TD Cowen says the CFTC's leveraged-crypto framework may not be finalised until early 2028, exposing it to the next administration.

The post TD Cowen: CFTC crypto rules face race against 2028 election clock appeared first on Forex Crunch.

ESMA gives EU crypto firms three months to unwind non-MiCA stablecoin exposure

ESMA has told national regulators to make MiCA-licensed firms resolve EU clients' exposure to non-compliant stablecoins within roughly three months, by about 8 January 2027.

The post ESMA gives EU crypto firms three months to unwind non-MiCA stablecoin exposure appeared first on Forex Crunch.

Circle’s USDC earnings are really a bet on US interest rates

Circle's Q2 2026: USDC moved $14.8 trillion on-chain, up 151% year over year, yet 95% of Circle's $701.3 million revenue came from reserve interest, mostly US Treasuries.

The post Circle’s USDC earnings are really a bet on US interest rates appeared first on Forex Crunch.