AI trading volatility returns, with international gold prices hitting a more than two-month low. Is this an opportunity or a risk?

· The spread on French 5-year CDS futures broke through 100 basis points for the first time since October 2012. The yield on French 10-year government bonds surpassed that of US Treasuries for the first time in 13 years. This news is bearish for the euro. · The number of initial jobless claims in the United States fell to 194,000, lower than expected, marking a three-month low and approaching a 57-year low. This news is positive for the US dollar. · The US plans to allocate $389 million to support research and development in converged energy and power semiconductors. This news is positive for the power semiconductor sector.

TOPONE Markets Analyst

2026-10-23 08:38:25