REAL OUTPUT · 7 DAYS AGO
This is what landed in your brief last Tuesday.
TOP EVENT High
🇺🇸 United States
Fed holds rates, signals one cut as labor market cools
Powell framed the hold as risk management: disinflation has resumed but hiring is softening. Markets read the dot plot as a single 2026 cut, lifting risk assets and softening the dollar.
ReutersFTBloomberg+38
COUNTRY SUMMARY Med
🇧🇷 Brazil
Selic held at 10.50% amid fiscal-target debate
Copom kept the policy rate unchanged and reiterated a data-dependent stance. Attention shifts to the 2026 primary target as the real steadied against the dollar.
ValorFolhaReuters+22
COMMODITY MOVE High
🟫 Copper · LME 3M +3.8%
Copper extends rally on Chilean supply scare
Codelco flagged softer 2026 guidance just as Chinese restocking accelerated ahead of quota changes. The move is supply- and demand-led, not purely macro.
BloombergSMMReuters+15
Coverage, end to end
What the world thinks
The social layer — trending topics and sentiment velocity, kept separate from market direction.
Optimistic Mixed Anxious
#CopperSqueeze
48.2k mentions ▲ 312%
BoJ patience
31.7k mentions ▲ 188%
AI capex cycle
62.1k mentions ▲ 96%
France budget vote
19.4k mentions ▲ 74%
OPEC+ quotas
12.8k mentions ▲ 51%
Yen carry unwind
27.3k mentions ▲ 44%
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