Daily Report

17 de Outubro de 2025
Financial Markets | daily report 17.10.2025

Thursday saw another mixed session in financial markets. US Treasury yields declined after several Fed officials commented on further rate cuts, although they disagreed on the magnitude and pace of easing. Eurozone sovereign bond yields also fell, particularly Italian ones, following the Government’s submission of its Draft Budgetary Plan to the European Commission.

Equity markets were mixed across the Atlantic. European indices rose on optimism that the French government may soon pass a budget, while US indices declined and volatility spiked after two US regional lenders disclosed loan issues involving fraud allegations, raising concerns about overall credit quality in the economy.

In FX, these concerns weighed on the dollar, which weakened against major peers amid persistent US-China tensions, while Bitcoin tumbled. In commodities, oil prices fell after Trump announced plans to meet with Putin to discuss ending the war in Ukraine, boosting investor expectations of increased supply. Separately, gold extended its prolongued advance.