Limit Up!

Limit Up! 29 September 2025

Written by Ian Reynolds | Sep 29, 2025 2:19:49 AM

Limit Up! --> Website | Substack | YouTube

Overnight

Markets open quietly this morning but Gold and Silver push higher, and Bitcoin is trying to break the short-term downtrend.

RBA tomorrow likely will hold rates, after the monthly CPI Indicator came in at 3% YoY last week. Otherwise, although there is a lot of data this week, the narrative will be around JOLTS on Tuesday, ADP on Wednesday, Initial Jobless Claims on Thursday and Nonfarm Payroll on Friday. 

However, there could be disruption:

Shutdown standoff: A possible government shutdown is days away, with President Donald Trump and GOP lawmakers locked in a funding standoff with Democrats. Here’s what to expect if Congress doesn’t strike a deal before Wednesday.

Trump’s stance: Sources say the president will meet with top congressional leaders from both parties tomorrow. He canceled an earlier sit-down with Democrats and has called their demands, which centre primarily on health care policy, “totally unreasonable.”

Breaking

China’s Markets Shed ‘Uninvestable’ Tag as Global Funds Return [Bloomberg]

Australia Set to Hold Key Rate as Scope for Further Easing Slims [Bloomberg]

Exclusive: OPEC+ plans another oil output hike in November, sources say [Reuters]

Bitcoin

BTC on 112k surprises many this morning, but momentum was zero over the weekend. Read more

BITCOIN/USD DAILY

Commodities

Opening positive on Monday morning: Gold, Silver and Bitcoin up. Read more

GOLD / USD

Foreign Exchange

CAD looking weak but after 8 up days could be time to pause. Above 1.4000 would be a real price acceleration and below the double bottom at 1.3725 would see price down to trend support at 1.3650. Read more

USD/CAD DAILY

More on Substack

Economic Indicators Today