Weekly Wrap – International Macro Recap (Sep 22–26, 2025) – Weekly Traits – 27 September 2025

🗓️ Weekly Wrap – International Macro Recap

The previous week in international markets was marked by regular central financial institution insurance policies and weakening development indicators throughout a number of economies. Under, a region-by-region recap:

🇨🇳 China (CNY)
Industrial Manufacturing slowed to +5.2% y/y, Retail Gross sales at +3.4% y/y (vs 3.8% anticipated). Weak consumption retains strain on the yuan and highlights the boundaries of present stimulus.

🇬🇧 United Kingdom (GBP)
Headline CPI regular at 3.8% y/y, BoE held charges at 4.0% with a dovish cut up. Retail Gross sales fell -0.4% m/m. GBP struggled for upside as merchants concentrate on development headwinds.

🇨🇦 Canada (CAD)
Inflation measures unchanged, however Retail Gross sales fell -0.6% m/m. Oil supplied some assist, but CAD stayed range-bound.

🇺🇸 United States (USD)
Fed paused at 4.25%, emphasizing “greater for longer”. Jobless claims improved (231K) whereas housing information confirmed combined alerts. DXY steady however volatility dangers stay round information.

🇯🇵 Japan (JPY)
BoJ held coverage under 0.5%, sustaining ultra-loose stance. JPY weakened, although safe-haven flows restricted losses.

🇳🇿 New Zealand (NZD)
GDP contracted -0.9% q/q, effectively under forecasts. NZD offered off, underscoring vulnerability to home development shocks.

🇦🇺 Australia (AUD)
Jobs report confirmed -5.4K losses (exp. +21K). Unemployment regular at 4.2%. AUD modestly weaker, monitoring danger sentiment.

📌 Dealer’s Notice
Inflation appears to be like regular, however development is softening throughout the UK, Canada and NZ. Divergence is the theme: USD and havens supported, high-beta FX pressured.

Shared by way of International Markets Pulse – structured macro insights for merchants.

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