15 September 2025 | 9:00PM BST GOAL Kickstart Potential for peak US Goldilocks into Fed meeting Markets continued a broad 'risk-on' shift last week, boosted by the rally in Oracle following their bullish cloud revenue revisions, which supported the broader AI space. US inflation data was broadly in-line with expectations with a modest uptick in initial jobless claims, further supporting the Goldilocks backdrop, where a weak US labour market and anchored inflation allow for Fed easing. On the flipside, UMich ...