In September, Sweden’s industrial production value rose from 10.6% to 13.5% compared to last year. This shows a positive trend in the country’s industrial sector. The newsletter shares insights on various market performances and is available through daily email subscriptions. Recent updates include changes in Dow Jones futures and shifts in different currency pairs.

Market Performance Predictions

Extra content includes forecasts and analysis of commodities like gold and cryptocurrencies. The editorial suggests that the current market sentiment is mostly positive. FXStreet also lists top brokers for trading in 2025, including details about spreads, leverage, and regional options. They emphasize that they do not provide personalized investment advice and that investing comes with risks. The impressive Swedish industrial production figure of 13.5% is the highest since the post-pandemic recovery boom in 2021. This suggests that the Swedish Krona may be undervalued. We should consider call options on the SEK, especially against currencies from central banks discussing rate cuts. Coupled with a recent 4.2% rise in Swedish manufacturing orders, this points to ongoing economic growth. Although the end of the US government shutdown is a positive short-term sign, the main focus is on bets that the Federal Reserve will cut rates. Last week’s job report showed only 85,000 new jobs, falling short of expectations, leading to speculation that the Fed might ease its policies in early 2026. This makes derivatives like SOFR futures, which profit from declining US interest rates, look increasingly appealing.

Central Bank Policy Differences

Differences in central bank policies are causing significant currency movements, with EUR/JPY reaching record highs. The Bank of Japan continues its loose monetary policy, while the European Central Bank remains steady, creating a strong trend. This presents an opportunity to hold positions that are short on the Japanese Yen. Gold’s rise towards $4,100 is driven by worries about global growth and the likelihood of lower US rates, making non-yielding assets more attractive. This situation is reminiscent of the late 2010s before the Fed changed its stance, leading to a major surge in precious metals. If this trend continues, long positions in gold futures or call options on gold mining ETFs could be beneficial. Create your live VT Markets account and start trading now.

here to set up a live account on VT Markets now