Fed +25 bp to 3.75–4.00%.
Reuters reported the first Fed hike in three years, with 16 of 18 policymakers seeing at least one more hike in 2026. US long yields ended the week around the 5% threshold.
WEEKLY JAYU INTELLIGENCE · SUNDAY 20 SEP 2026 · 09:53 CEST
SUNDAY MARKET DESK GOLD HOLDS UP: FED, OIL, BRICS AND TRUMP–XI SET THE MONDAY MAP
Friday ended with a useful paradox: a firmer dollar and tougher yields, yet gold and Nasdaq held up. Sunday focus shifts to US-China talks, oil and inflation transmission before Monday liquidity returns.
“No static Sunday setup. Quant AI must revalidate H1 with verified OHLCV after the market reopens.”
VERIFIED SUNDAY BRIEF
Gold resilience meets a globally tighter rate regime.
Facts first, Jayu interpretation second.
Gold held up anyway.
Reuters cuts placed spot gold roughly in the $4,380–$4,390 area late Friday, on track for its first weekly gain in four weeks. That is resilience, not an automatic long signal.
US-China talks today.
Treasury Secretary Scott Bessent and Vice Premier He Lifeng are meeting in Manhattan on AI, trade and critical minerals ahead of Trump-Xi on September 24.
ECB 2.50%; BOJ 1.25%.
The ECB and BOJ both tightened this month. Lagarde stresses a measured, data-dependent approach; the yen weakened after the BOJ move.
Payments, local currencies, institutional reform.
The New Delhi Declaration advances cross-border payment interoperability and local-currency settlement discussions. It did not announce an operational common BRICS currency.
22 consecutive months of gold additions.
World Gold Council reports 20.2 tonnes added in August, taking official holdings to 2,387 tonnes.
MONDAY H1 HANDOFFWatch the opening gap, then rebuild swings, BOS/CHoCH, FVG and acceptance from live Twelve Data. Cross-check DXY + US10Y + silver + Brent before converting the macro map into a setup.
SOURCE LEDGER
Verified sources.
Informational market research only. No investment or political recommendation.