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The US dollar index inched marginally higher to 98.5 on Monday as broad weakness for G10 currencies offset the impact of a prolonged government shutdown, uncertainty in US trade, and the outlook of lower rates by the Federal Reserve. The euro edged lower after S&P delivered a surprise rating downgrade for France as its political uncertainty worsens the fiscal backdrop in the Eurozone. The yen was also pressured on the near-confirmation of incoming PM Takaichi, seen as fiscally-dovish. In the meantime, the Fed is still expected to deliver another 25bps rate cut next week ahead of the September CPI report due Friday. The ongoing government shutdown has halted the release of key data that the Fed uses to set policy decisions, but private surveys largely reflect a deterioration in the labor market. Also, Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng are set to meet this week in an effort to defuse tensions ahead of a possible Trump-Xi meeting later this month.

US Dollar Hovers Steady at Week Start

Colombia’s leading economic indicator rose 1.98% year-on-year in August 2025, decelerating from a 4.3% gain in July. Growth was driven by the services sector, with the index of tertiary activities up 3.31%, though slower than the previous month’s 5.6%. In contrast, secondary activities fell 0.57% after rising 4.3% in July, while primary activities contracted 2.04%, deepening a 1.6% decline in the prior month. On a seasonally and calendar-adjusted basis, overall economic activity dropped 2.1% from July.

Colombia Economic Growth Slows in August

The FTSE MIB rose 1.5% to close at 42,393 on Monday, lifted by global equity strength and upbeat corporate developments. STMicroelectronics (+4.6%) advanced after repurchasing 292,850 common shares between October 13 and 17, bringing its treasury holdings to 19.94 million shares, or 2.2% of total capital. Leonardo (+4.3%) gained after Switzerland announced the purchase of a mobile short-range radar system from the company to monitor its airspace. The financial sector also advanced (UniCredit +2.8%, Intesa Sanpaolo +2.1%) after Barclays said Italian lenders may see mild Q3 pressure on net interest income but remain fundamentally sound. The bank reaffirmed an Overweight rating on BPER Banca (+3.3%) with a €12.5 price target, citing synergies from its BP Sondrio (+3.9%) acquisition. On the downside, Lottomatica fell 2.8%, likely on profit-taking and sector rotation amid shifting regulations. Ferrari dipped 0.1%, extending a 14% monthly and 16.8% year-to-date decline.

FTSE MIB Advances on Global Optimism

In Milan,  the FTSE MIB Index rose 634 points or 1.52 percent on Monday. Leading the gains are STMicroelectronics (4.72%), Leonardo SpA (4.39%) and Amplifon (3.98%).

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