NFP / U.S. Labor Mar...from Irie

NFP / U.S. Labor Market Update The report for September 2025 is due today (published by Bureau of Labor Statistics, delayed because of the U.S. government shutdown). The prior monthly reading (August) was +22,000 jobs — well below consensus ~75,000. Markets are cautious ahead of today’s print: the U.S. dollar index (USD X) has been strengthening, suggesting expectations are for a moderate outcome. The Importance: Stronger-than-expected jobs growth tends to bolster the USD (thus possibly weigh on gold). Conversely, a weak print could revive dovish expectations for Federal Reserve policy, boosting gold. Key Takeaway: With labor gains having been weak, a surprise upside could shift sentiment toward tighter or delayed Fed ease. A weak number may keep alive hopes of rate cuts/support for gold. #NFP #USgovt #USDollar##UnemploymentRate#

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Meta in Talks to Buy Google Chips; NVIDIA Hit, Alphabet Surges Meta is discussing a multi-billion-dollar deal to buy Google’s AI chips (TPUs) for its data centers starting 2027, per The Information. Meta may also rent TPUs from Google Cloud as early as next year. If finalized, this would be Google’s first major move to sell TPUs externally, shifting it from internal-use chips to direct competition with NVIDIA. Google Cloud executives believe the strategy could capture up to 10% of NVIDIA’s annual revenue. Market reaction: NVIDIA −4.1% premarket, set to lose ~$180B in market cap. Alphabet +4%, on track toward a $4T valuation. Takeaway: A Meta–Google chip deal would be the first real threat to NVIDIA’s dominance in AI hardware. #meta #nvidia #alphabet #google

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📊 High-Impact U.S. Data to Watch Today 1. 7:00 PM IST – Main Event (Data Cluster) Core PPI: 0.2% PPI: 0.3% Retail Sales: 0.4% Core Retail Sales: 0.3% Retail Control: 0.3% Impact: Strong Sales + Strong PPI → USD ↑, Gold ↓, USTEC/US30 ↓ (rate cut hopes fade). Weak Readings → USD ↓, Gold ↑, Indices ↑. 2. 8:30 PM IST – Consumer Confidence Forecast: 93.5 (Prev: 94.6) Lower confidence may extend USD weakness after initial reaction. 3. Best Instruments to Trade FX: EURUSD, GBPUSD, USDJPY Commodities: XAUUSD (Gold) Indices: USTEC, US30 ✅ Summary The 7 PM PPI + Retail Sales combo is the key driver — second only to NFP in impact. Expect sharp moves across USD, Gold, and indices. Trade the reaction, not the release. #US# #Fed# #KeyData#

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High-Impact Data Today (CET): 8:00 AM – UK CPI Softer inflation → GBP may stay weak. Watch: GBPUSD, EURGBP, GBPJPY. Trade after 10–15 mins to avoid whipsaws. 12:00 PM – Eurozone CPI Slight cooling → EUR likely muted. Watch: EURUSD, EURGBP, EURJPY. 3:30 PM – US Data Cluster Big volatility window. Strong data boosts USD, weak data helps gold/risk. Watch: USDJPY, EURUSD, XAUUSD, DXY. Takeaway: GBP at 8:00, EUR at 12:00, USD at 15:30 — plan trades around these windows.

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